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Recreating Trial Balance in Suite Analytics Workbook
Hello!
I am essentially trying to recreate our Trial Balance in a Suite Analytics workbook. Mainly because we need to be able to group posting totals by every combination of column set in our export, which we can't do in native reporting.
I'm using a Posting Account Activity dataset and I've been able to get the columns in that I need. Is there a way to group or sum the posting amounts so that each combination of column values will have a total amount?
The overall goal is to get this data out in that format for our to run queries against using our third party integration.
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