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?
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2 Comments
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Gabriel Michaudposted
2 months ago
Admin
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
2 Comments
Gabriel Michaud posted 2 months ago Admin
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
1 Votes
Harry Lewis posted 2 months ago Admin
Have you considered using the Velixo COLLATE function to combine the two result sets?
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