Forum Discussion
Profit and Loss statement - help with hierarchy
The connections between the tables can be seen in the sample files from my blogpost.
If you're struggling to apply it to your data, I would need to see your tables.
- ImkeF8 years ago
Community Champion
It's in your first post - I'm "The guy" ;-)
(Unfortunately Microsoft decided to delete the signatures here in the forum and I gave up adding them manually)
- kenthub8 years ago
Helper I
Great! I didn't see the downloadable files. I'll sift through them to see what you have done and get back to you.
Thanks!
- kenthub8 years ago
Helper I
ImkeF and MattAllington
Ok so I created a chart of accounts based upon the pdf version that we send out. I am having trouble however with the sort. I have tried sorting on Category Sales and GLAccountName using both of my SortOrder and CategorySortOrder. However neither works and populates error messages. If I can get the sort order correct then I am finished! for now :D
Any advice? Thanks!
New File HERE
- ImkeF8 years ago
Community Champion
It seem that you haven't used any of the both models Matt and I have referenced here.
Don't see how can help you on that basis unfortunately.