Hi, I need help with a saved search I created. It’...
# suiteanalyticsn
NS User
05/18/2023, 1:20 AMHi, I need help with a saved search I created. It’s a transaction search that pulls data with type, subsidiary, date created, context, and currency. I would like to modify it to display the most recent transaction for each chart of accounts with its date. Thank you for your help! Your immediate response is greatly appreciated!
m
MGBC
05/18/2023, 1:37 AMAdd account as a field. Then make it a summary search
Account = Group
Date Created = Max
Document number = Max (when ordered by= date created)
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n
NS User
05/18/2023, 2:03 AMThank you, MGBC. I have already tried this, but it is not showing as expected.
NS User
05/18/2023, 2:04 AMmessage has been deleted
NS User
05/18/2023, 2:09 AMI need the data to show something like this. I know NS cannot add type in the same row, but if we can group all transactions by type, that would be awesome. I don’t know if it is possible.
m
MGBC
05/18/2023, 2:10 AMYou can group all the types in one field by using a formula text and NS_CONCAT
MGBC
05/18/2023, 2:11 AMNS_CONCAT(DISTINCT({type})). Summary type = max
MGBC
05/18/2023, 2:13 AMAlso probably want to remove the group summary from internal id
n
NS User
05/18/2023, 2:19 AMlet me try
NS User
05/18/2023, 9:16 PMIt worked. Thank you so much!
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