has anyone ever dealt with this? we have created Custom Fields in our Asset/Class dimension. Is there a formula to pull those to excel for each Asset/Class ID?
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Gabriel Michaudposted
17 days ago
Can you try the following function to see if it shows the custom field and info you're looking for?
=SI.QUERY("Sage","CLASS")
If that works, you could also do =SI.QUERYLOOKUP() to get specific values for a specific row, for example =SI.QUERYLOOKUP("Sage","CLASS",,"Name","ClassID","100") will give you the "Name" field for class 100 (you could substitue with another cell reference.
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Gsnyderposted
17 days ago
So for instance, for an Assets (which Velixo calls "Class"), we have setup custom field for Valuation Date, Initial Date of Investment and Initial Investment Commitment. I would like to be able to pull those fields to excel just as I pull the investment closing/opening balances & change in value (turnover)
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Gabriel Michaudposted
17 days ago
Hi,
Is your goal to be able to run a report and filter balances/amounts based on this custom field, instead of the actual dimension value? Or is it a different scenario?
It would help if you could share a screenshot or mockup of how the custom field looks like, the type of values, and how you want to use them.
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has anyone ever dealt with this? we have created Custom Fields in our Asset/Class dimension. Is there a formula to pull those to excel for each Asset/Class ID?
0 Votes
3 Comments
Gabriel Michaud posted 17 days ago
Can you try the following function to see if it shows the custom field and info you're looking for?
=SI.QUERY("Sage","CLASS")
If that works, you could also do =SI.QUERYLOOKUP() to get specific values for a specific row, for example =SI.QUERYLOOKUP("Sage","CLASS",,"Name","ClassID","100") will give you the "Name" field for class 100 (you could substitue with another cell reference.
0 Votes
Gsnyder posted 17 days ago
So for instance, for an Assets (which Velixo calls "Class"), we have setup custom field for Valuation Date, Initial Date of Investment and Initial Investment Commitment. I would like to be able to pull those fields to excel just as I pull the investment closing/opening balances & change in value (turnover)
0 Votes
Gabriel Michaud posted 17 days ago
Hi,
Is your goal to be able to run a report and filter balances/amounts based on this custom field, instead of the actual dimension value? Or is it a different scenario?
It would help if you could share a screenshot or mockup of how the custom field looks like, the type of values, and how you want to use them.
Thanks!
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