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
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.