"Thanks to both Stephen & Ruth,
When I first purchased Peachtree 2012 and had them include the BI (3 months before it was available), no one told me that the "connector" function was not included. I will need to purchase this…"
Joe Orwig's Discussions
3 companies - 1 report?
5 Replies
I work for a business that has 3 locations. Each location is accounted for in a separate Peachtree account. Can someone tell me how to create a report that will pull and combine figures from all…Continue
Started this discussion. Last reply by Joe Orwig Nov 15, 2011.
Automatic calculation in Pivot Table
3 Replies
Hi, I am completely new to this BI thing. I have watched (and re-watched) several hours of recorded Webmeeting tutorials yet obviously missed a lot. I am using Sage Peachtree for Manufacturing 2012…Continue
Started this discussion. Last reply by Joe Orwig Nov 3, 2011.
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"Hi Joe
There are 2 methods to consolidate/ combine 3 different companies in PBI. (see attached document)
1. By creating Picklist
2. By creating a Consolidated connection."
Stephen Coull replied to Joe Orwig's discussion 3 companies - 1 report?"Sorry Joe, now I understand.
I am not 100% familiar with the Peachtree Intelligence solution but know that in other Sage Intelligence integration's that a Consolidated Financial reports usually ships out of the box which allows…"
Joe Orwig replied to Joe Orwig's discussion 3 companies - 1 report?"Thanks for replying Stephen. I have 3 different companies, hence 3 different GL accounts. When I open BI, it only wants to pull info from the Peachtree Company I have opened it in. Is there a way to "tie" a report to draw from the two…"
Stephen Coull replied to Joe Orwig's discussion 3 companies - 1 report?"BY default, the Financial Reports and Financial Report Designer will extract 2 years of financial balances from your GL and so will include all 3 locations in the single report.
From this, you can then decide how you wish to display the…"
Joe Orwig posted a discussion3 companies - 1 report?
I work for a business that has 3 locations. Each location is accounted for in a separate Peachtree account. Can someone tell me how to create a report that will pull and combine figures from all three companies into one report?See More
Joe Orwig replied to Joe Orwig's discussion Automatic calculation in Pivot Table"I uploaded (I think) an example of what I'm talking about. I moved the calculation cells to above the tables which should eliminate any longer tables overlapping it. (Good idea Ruth) But I still need assistance with how to make the…"
Joe Orwig replied to Joe Orwig's discussion Automatic calculation in Pivot Table"Ruth,
Thanks for replying. I can try to attach a sample but it will have to wait till tomorrow when I get back into the office. I do not suppose it "has" to be underneath, that is just the way (where) I've been manually…"
"Hi Joe
Have you perhaps got a sample report in Excel that you can share? It would help to see what you are trying to do? And where you are wanting this calculated cell. Any reason why you need to have the cell underneath the PivotTable?
Thank you…"
Joe Orwig posted a discussionAutomatic calculation in Pivot Table
Hi, I am completely new to this BI thing. I have watched (and re-watched) several hours of recorded Webmeeting tutorials yet obviously missed a lot. I am using Sage Peachtree for Manufacturing 2012 with BI. How can I get a cell to calculate a commission from a sum of tonnage column from my pivot table? I would like for the cell to be located underneath the pivot table, yet depending upon the month I parameter the pivot table sum is never in the same row. I would like for the calculation cell…See More
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