Can you tell me what we are trying to achieve here and on which column name will be used for connecting the tables and on which bases we can find the latest date .
It will help me and others folks to help you better.
Thank you very much, Anugar for your help!
I need to have it in a couple of places:)
Tab: Hist TB Aging by date
Table: Past Due TOP 20 ( LAST NOTE ON THE ACCOUNT in a seporate column)
Table: AR AGING ( LAST NOTE ON THE ACCOUNT in a seporate column)
Tab: Jennifer’s Dashboard
Table: PAST DUE AR ( LAST NOTE ON THE ACCOUNT in a seporate column)
Table: WORKING-FILE_ ( LAST NOTE ON INVOICE LEVEL in a seporate column)
Thanks for your reply your answerer my where part of my question can you tell me on which bases date should be calculated a mockup will be grt to understand because when i try to find thing on the base of customer id is show me blank only
Sorry, Anugar…I don’t understand " mockup"
I have the LAST NOTE DATE question
I might confused with mixing up “tables” and “visuals”, sorry about it!
Both Tables: “GP_AR_TB_Historical_Agin” & “GP_ AR Aging” has column [Customer Number] 6 digits number
Notes dates are located in a table “Collection Files with Note”, this table has the same column [Customer Number] .
For Example ( assuming we are running report today for 4 invoices):
INV # 10945 ClientABC NOTE DATE 1/1/2022 ← This note will be display on the account level and invoice level
INV # 10987 ClientABC NOTE DATE 1/1/2022 ← This note will be display on the invoice level only
INV # 10223 ClientABC NOTE DATE 11/11/2021 ← This note will be display on the invoice level only
INV # 57 ClientDFG NOTE DATE 3/21/2021 ← This note will be display on the account level and invoice level
Visuals
Tab: Hist TB Aging by date
Visual: Past Due TOP 20 ( LAST NOTE ON THE ACCOUNT in a seporate column)
Visual: AR AGING ( LAST NOTE ON THE ACCOUNT in a seporate column)
Tab: Jennifer’s Dashboard
Visual: PAST DUE AR ( LAST NOTE ON THE ACCOUNT in a seporate column)
Visual: WORKING-FILE_ ( LAST NOTE ON INVOICE LEVEL in a seporate column)
Did I answer your question this time:)?
Thank you!
I do not find the the column you are saying here but there is column number in the table and can i have and expected result for your req like for the below visual what should come in the required column:
Hello @npower, it’s been a while since we got a response from you.
Just following up the information the other users requested above so they can help you further. Please take note that inability to provide all the information may result to delay in getting answers.
Also, In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.
VISIUAL -->TOP LEFT CORNER
Table: Collection with Notes
It’s referring to the table name, which you colored in yellow and columns to look into…
Coluimns are highlighted in red/pink
Sorry, but I cannot understand what else do you need?
Thank you!
To be honest it was confusing to me too what you trying to accomplish.
I think you are using the wrong terms that is related. Tables are your data tables that under the field tab. Your visualization that you stated “tables” aren’t classification as tables. To me they are called visualization displays.
I think that is where the confusion is occurring. Maybe change the titles on your visualization to Using Data Table ______
What @Anurag is trying to ask is. What do you want to see as a final result? You need to provide that information so @Anurag can make sure the ending result that what you need.