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Best approach to create a report template

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in Reporting and Analytics for ERP 2 comments

Hi everyone,

I’m seeking advice on the best approach to create a report template with the following requirements (Bi Pulisher report):

  1. Year-to-Date (YTD) totals
  2. Subtotals for each category
  3. A grand total
  4. Additional rows with specific formulas (e.g., subtotal of category X + subtotal of category Y)

Details:I have a data model with various categories and their respective values. My goal is to aggregate these values to calculate the required totals and subtotals. Additionally, the report should include custom rows where specific formulas can be applied to combine subtotals of different categories.

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