I’m trying to recreate a table I built in Excel where I can see the number of units sold of an item with the ability to filter by salesperson.
I have 3 data tables:
- Salespersons
- Sales data including the salesperson, quantity and style details
- Line sheet with the SKU information (the data grid on the layout would be looking at this focused list)
I’ve set up relations so that my sales data table is synced to my Linesheet table and visa versa through a product and color concatenate, however I don’t know how to add the applicable salespersons to the Linesheet data set so that I can filter on them.
I’ve included screenshots to show where I am. Are my data tables incomplete to be able to sort on qty of open orders by salesperson on the layout view?
Apologies if this is not to clear as i am new to this as well. i think on the front end view when you have the data grid selected. on the right side you can select options and add filter by data.
To set up a filter: Create a separate single row table with user specific columns (the filter elements) and a query column to generate the output.
To set up monthly, quarterly or yearly reporting: Create a separate table with the elements on the x-axis as rows and roll up the values in that separate table.
Hi @nathanaelb - thank you for this!
Helper Table seems like exactly what I need, might have more questions on how to execute, but at least I know where to start, much appreciated!
