Hello and thank you in advance. I am currently having a sorting issue when doing a query on the GLENTRY table. ITEMNAME is not lining up in the table associated with the LINE_NO that it was posted on. I had added the RECORDNO in the SI.QUERYFILTER but that did not work either.
Please see attached Screenshot. You can see my QUERY formula in the header. Also, the ITEMNAME in the screenshot should be aligning with the highlighted fields in columns AM and AM.
Gabriel Michaud posted
16 days ago
AdminBest Answer
Hi Nathan,
The first thing that jumps at me is that every column does its own SI.QUERY - is there any reason why it was done like this? I would expect it to be very slow.
The "Select" argument of =SI.QUERY accepts a comma-delimited list of fields. I would suggest putting the following in a cell, and then referencing the cell that contains the list of field:
P.S. I will delete the attachment above for security.
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Nathan Gayeskiposted
16 days ago
I am trying to do a lot with Velixo so I think were going to become very good friends over the next couple months!
0 Votes
N
Nathan Gayeskiposted
16 days ago
I am trying to do a lot with Velixo so I think were going to become very good friends over the next couple months!
0 Votes
N
Nathan Gayeskiposted
16 days ago
Amazing! That did it!
0 Votes
Gabriel Michaudposted
16 days ago
Admin
Excellent, i'm glad that was helpful.
Note that you can also have =SI.QUERY() output to a traditional Excel data table if you'd like; the sample report I linked in my previous reply uses this technique.
Velixo is very flexible and powerful, do not hesitate to reach back out if you need additional assistance, if something is unclear, or if you have a product suggestion.
Happy Reporting!
1 Votes
N
Nathan Gayeskiposted
16 days ago
Thank you! I am first time user and just received training last week. This is all new so your suggestion is very welcome! I will give this a shot and follow up.
0 Votes
Gabriel Michaudposted
16 days ago
AdminAnswer
Hi Nathan,
The first thing that jumps at me is that every column does its own SI.QUERY - is there any reason why it was done like this? I would expect it to be very slow.
The "Select" argument of =SI.QUERY accepts a comma-delimited list of fields. I would suggest putting the following in a cell, and then referencing the cell that contains the list of field:
0 Votes
Hello and thank you in advance. I am currently having a sorting issue when doing a query on the GLENTRY table. ITEMNAME is not lining up in the table associated with the LINE_NO that it was posted on. I had added the RECORDNO in the SI.QUERYFILTER but that did not work either.
Please see attached Screenshot. You can see my QUERY formula in the header. Also, the ITEMNAME in the screenshot should be aligning with the highlighted fields in columns AM and AM.
Attachments (1)
Screenshot 2....png
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Gabriel Michaud posted 16 days ago Admin Best Answer
Hi Nathan,
The first thing that jumps at me is that every column does its own SI.QUERY - is there any reason why it was done like this? I would expect it to be very slow.
The "Select" argument of =SI.QUERY accepts a comma-delimited list of fields. I would suggest putting the following in a cell, and then referencing the cell that contains the list of field:
RECORDNO,BATCHNO,LINE_NO,TR_TYPE,ENTRY_DATE,AMOUNT,TRX_AMOUNT,BATCH_NUMBER,BATCH_DATE,BATCHTITLE,ACCOUNTKEY,ACCOUNTNO,ACCOUNTTITLE,STATISTICAL,DEPARTMENTKEY,DEPARTMENT,DEPARTMENTTITLE,LOCATION,LOCATIONNAME,DESCRIPTION,CLEARED,ADJ,ALLOCATION,WHENCREATED,WHENMODIFIED,CREATEDBY,MODIFIEDBY,STATE,BILLABLE,PR_DATE,AGNST_COMMIT,CAPITAL_ACTIVITY_SORT,CAPITAL_ACTIVITY_TAG,CUSTOMERDIMKEY,CUSTOMERID,CUSTOMERNAME,ITEMDIMKEY,ITEMID,ITEMNAME
Note that this article also contains a sample GL Detail report, in case you're interested: https://helpintacct.velixo.com/support/solutions/articles/153000171653-si-gl-rt12-gl-transaction-details
P.S. I will delete the attachment above for security.
0 Votes
8 Comments
Nathan Gayeski posted 16 days ago
I am trying to do a lot with Velixo so I think were going to become very good friends over the next couple months!
0 Votes
Nathan Gayeski posted 16 days ago
I am trying to do a lot with Velixo so I think were going to become very good friends over the next couple months!
0 Votes
Nathan Gayeski posted 16 days ago
Amazing! That did it!
0 Votes
Gabriel Michaud posted 16 days ago Admin
Excellent, i'm glad that was helpful.
Note that you can also have =SI.QUERY() output to a traditional Excel data table if you'd like; the sample report I linked in my previous reply uses this technique.
Velixo is very flexible and powerful, do not hesitate to reach back out if you need additional assistance, if something is unclear, or if you have a product suggestion.
Happy Reporting!
1 Votes
Nathan Gayeski posted 16 days ago
Thank you! I am first time user and just received training last week. This is all new so your suggestion is very welcome! I will give this a shot and follow up.
0 Votes
Gabriel Michaud posted 16 days ago Admin Answer
Hi Nathan,
The first thing that jumps at me is that every column does its own SI.QUERY - is there any reason why it was done like this? I would expect it to be very slow.
The "Select" argument of =SI.QUERY accepts a comma-delimited list of fields. I would suggest putting the following in a cell, and then referencing the cell that contains the list of field:
RECORDNO,BATCHNO,LINE_NO,TR_TYPE,ENTRY_DATE,AMOUNT,TRX_AMOUNT,BATCH_NUMBER,BATCH_DATE,BATCHTITLE,ACCOUNTKEY,ACCOUNTNO,ACCOUNTTITLE,STATISTICAL,DEPARTMENTKEY,DEPARTMENT,DEPARTMENTTITLE,LOCATION,LOCATIONNAME,DESCRIPTION,CLEARED,ADJ,ALLOCATION,WHENCREATED,WHENMODIFIED,CREATEDBY,MODIFIEDBY,STATE,BILLABLE,PR_DATE,AGNST_COMMIT,CAPITAL_ACTIVITY_SORT,CAPITAL_ACTIVITY_TAG,CUSTOMERDIMKEY,CUSTOMERID,CUSTOMERNAME,ITEMDIMKEY,ITEMID,ITEMNAME
Note that this article also contains a sample GL Detail report, in case you're interested: https://helpintacct.velixo.com/support/solutions/articles/153000171653-si-gl-rt12-gl-transaction-details
P.S. I will delete the attachment above for security.
0 Votes
Nathan Gayeski posted 16 days ago
See attached. Thanks!
[File removed]
0 Votes
Gabriel Michaud posted 16 days ago Admin
Hi Nathan,
Are you able to share the file here for review? I'd like to see the different fields and queries that are been included on this sheet.
Regards,
Gabriel
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