GI results as Table

Posted 8 months ago by Nathaniel Travis

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Nathaniel Travis
Answered

1 Votes

I am working in a company with 2 tenants that we use a lot, two separate businesses, that for ME I look at closely together and consolidate.


I want to build a Prepaid reconciliation, I have done a GL to pull the data from each, and now I want to combine the results into a single table to pivot.  But I can't seem to achieve this, is there another route I should be taking here?

1 Votes

Gabriel Michaud

Gabriel Michaud posted 8 months ago Admin Best Answer

Great suggestion Harry! 

Nathaniel, to ensure you don't have the column headers from your GI twice in the resulting table, I would suggest that you set the IncludeHeader argument of the =GI() function to true on only one of the inquiries.

I attached a quick sample for you that uses two different tenants. Note that if you want to have the tenant name as part of results (for filtering/grouping in your pivot), my suggestion is to add a formula-column in your GI that returns a value, ex: ='Company1' in a new column called Tenant.

To make sure your pivot table does expand based on number of rows, you need to use this technique: Using Pivot Tables with your Velixo Generic Inquiry reports

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Harry Lewis posted 8 months ago Admin

Have you considered using the Velixo COLLATE function to combine the two result sets?

1 Votes

Gabriel Michaud

Gabriel Michaud posted 8 months ago Admin Answer

Great suggestion Harry! 

Nathaniel, to ensure you don't have the column headers from your GI twice in the resulting table, I would suggest that you set the IncludeHeader argument of the =GI() function to true on only one of the inquiries.

I attached a quick sample for you that uses two different tenants. Note that if you want to have the tenant name as part of results (for filtering/grouping in your pivot), my suggestion is to add a formula-column in your GI that returns a value, ex: ='Company1' in a new column called Tenant.

To make sure your pivot table does expand based on number of rows, you need to use this technique: Using Pivot Tables with your Velixo Generic Inquiry reports

2 Votes

A

Andres Hernandez posted 5 months ago

Try the function VStack in excel, the 1st array will be the GI for tenant 1 and then the second array will be the GI for tenant 2. After that you can create the pivot table.

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