Nectari Ideas

Would like to be able in a worksheet to filter on a group (based on the subtotal value)

worksheet

Under review November 15, 2022

It would be nice if we could filter based on the sub-total values. As an example we display all the years and within the years you got the total amount by customers and I would like to keep only the customers that got a total amount greater than 50k.I would like to have the total by year to be adjusted based on the customers that are filtered, so even if you got 1 customer at 60k and 1 at 40k for a year, the year should display only 60k and under it only 1 customer...

9 Comments

Rakavy Ravisingam

one year, 159 days ago

Status updated to 'Under review'

0 votes

Peter

one year, 158 days ago

The end-user would like the ability to filter based on Gross Profit %, however, since GP% is a field derived from OnCalculate they are note able to filter in the view based on GP%. It would be great if you could add the ability to filter based these types of fields.

0 votes

Scott

one year, 158 days ago

Example while training client today was they wanted only customers with sales over 50 thousand and margin% greater than 35. Only able to do if we create a new summarized SQL view by customer/year/month instead of using the Invoice Analysis data model. Nice to filter at group level but still be able to drill down into details.

0 votes