I am trying to build a workbook for sales, but have run into a problem for Parent Customers. I want to show the aggregated sales to a parent customer, including all child customers in the same column for a chart. However I can't find a field to display aggregated parent customer sales and sales of normal customers in the same chart, all child customers get their own column. Anyone had the same problem?
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Netsuite Tragic
05/18/2021, 7:34 AM
not specifically. can you post your row/column selections please. I'm think your would remove the child name field and just group on the Parent field
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Axel
05/18/2021, 7:37 AM
I think I just solved it by adding a formula o the workbook to put Parent and Non-parent customers in the same column then I use that column as the x-axis.
CASE WHEN {entity^customer.parent#display} is NULL THEN {entity#display} ELSE {entity^customer.parent#display} END