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 posted
about 1 year ago
AdminBest 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.
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.
0 Votes
Gabriel Michaudposted
about 1 year ago
AdminAnswer
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.
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 posted about 1 year 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
Attachments (1)
Sample multi....xlsx
1.03 MB
2 Votes
3 Comments
Andres Hernandez posted 12 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.
0 Votes
Gabriel Michaud posted about 1 year 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
Attachments (1)
Sample multi....xlsx
1.03 MB
2 Votes
Harry Lewis posted about 1 year ago Admin
Have you considered using the Velixo COLLATE function to combine the two result sets?
1 Votes
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