what analytics workbook formula can i create on a ...
# ask-stanley-ai
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what analytics workbook formula can i create on a payment workbook that lists applied invoices in one column?
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AI generated answer (using internal Slack threads):
In order to create an analytics workbook formula that lists applied invoices in one column on a payment workbook, you can follow these steps: 1. Create a new workbook in SuiteAnalytics. 2. Select the 'Transaction' dataset. 3. Add a new pivot table to your workbook. 4. In the pivot table, add 'Name' to the Rows section. This will list all the entities (customers, vendors, etc.). 5. Add 'Document Number' to the Columns section. This will list all the transaction numbers. 6. Add 'Applied To Transaction' to the Values section. This will list all the transactions that the payment was applied to. 7. You can also add 'Amount' to the Values section to see the amount of each payment. Please note that this is a basic setup and you might need to adjust it according to your specific needs. You can add more fields, filters, or conditions to make your report more detailed and accurate. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817623198
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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