I've been working with my finance director we are trying to pull a number of transactions by state from the Tessitura Analytics transaction cube.
We would like to sub-total by both state and range of GL codes for example:
Earned Income
I could do this by creating a number of separate widgets for each of these ranges of GL Codes and do totals by state.
However, my question is can this be done in a single Pivot Table widget with each of the above listed as subtotals by state overall and then by each of these categories.
cc: Chris Wallingford
I might be missing the idea, but I'm just talking through this: It's certainly possible to have 'Primary Address State' be the first 'Rows' entry, and subtotal by that. It'll then list out the totals, by GL, for each state. Could you use the 'GL Account Segment' metric to break it out still further?
You're looking to further group things, and subtotal things- the segments above might work. You'd match up the GLs by the various segments, then find where they start differentiating, then work things from there. Does that make sense? Would that work for you? Again, just theory-crafting.
Nathanael Pearson,
Thanks. Yes, the Subtotals on the state are a great thing to start.
At analytic Coffee today I learned about the GL Segment Dimensions. This is also very cool.
However, we would really like to subtotal on a sub-segment In this case say the first three digits of the 3rd segment and the Second 3 digits of the 3 segment separately.
I hear some rumors that there is some ability to play around with how the definition of segments is handled in Tessitura Analytics.
Is there anyone out there, with alternate or overlapping segment descriptions?
Hi Tom,
Would a bucketing approach such as this work?
Chris Wallingford,
Hmmmmmm..... I'm clearly a bit rusty on this. If I'm tracking what you are saying, I'm currently looking for
3 Values Sum of Transactions Credit Amount, Transaction Debit Amount, Transaction Total Amount, rather than what you are calling out. So I'd need at least 1 formula for each of the sub GL Accounts which are filtered by the text for the GL Codes... Likely 3 one each for Credit, Debit, Total Transaction Amounts.
I'd want to group and subtotal those amounts, by State and Fiscal Year.
I'll have a play with this tomorrow.
Hope you are having a great summer. Looking forward to seeing you at TLCC 2021
--Tom
I've been able to set up the board as you suggest. Other than being a tad tedious to set up. I've been able to get by in large what I think the user wants.
As always thank you for your support.