With the Cost field added, a PivotTable can be created to show Sales, Cost, and Profit by the chosen fields. Using the following steps, a Cost field can be added:ġ) Insert a PivotTable from the Jet Express Table Builder reportĢ) In the Calculations section of the Analyze ribbon select Fields, Items & Sets, then Calculated Fieldģ) Name the Calculated Cost field Cost ($) using the formula “='Sales ($)'- 'Profit ($)'” To view the report results quickly for each chart and graph a hyperlink can be created to link them together. Along with the charts and graphs, slicers can be added to uniformly filter both the charts and graphs, as well as the PivotTable reports. Once a Cost field is added PivotTable reports can be created, charts and graphs can be inserted from the PivotTable reports, and the charts and graphs can be transferred to a new dashboard worksheet. Using Calculated Fields a formula can be created using Sales minus Profit to calculate Cost which can be used in a PivotTable report. However, the Customer Ledger Entry NAV table does not have a Cost field. In the example below, I need to show Customer Sales, Cost, and Profit. With Calculated Fields you can create these missing formulas. When creating reports you may be missing crucial calculations, which could hinder your report. While Jet Express does have its limitations, there are ways to use Excel to make a more powerful report. Architecture, Engineering and Construction (AEC). International Microsoft Dynamics Partners. National Microsoft Dynamics ERP Partners.Regional Microsoft Dynamics ERP Partners.
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