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Hi @Igor Povolotski , using when linking two datasets in single workbook visualization (via suitescript) you have the ability to link the data using multiple column. In fact it is recommended that you create a link for each of the dimensional fields you want to use in your visualization. You do not need to link the field…
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Hi Mark, To achieve the the workbook you are after, please have a look at the following: 1) Add the Type field as a criteria and select Opportunity (to list all the opportunity) 2) Add Status (Customer) field as a criteria and select non of Closed Lost, Closed Won (to exclude these status) 3) Add Sales Rep field as a…
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Hello Justin, my apologies here, I miss-understood your request. We need to investigate this one a little further. We will keep you posted shortly. Thanks, Julien
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Hi Justin, The Account field is accessible from the Transaction Accounting Line record: Transaction->Transaction Line->Transaction Accounting Line. Also, in case it is needed for you, form the the Transaction Accounting Line, you can join the Account record. Best, Julien