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
6 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
6 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
6 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 6 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 6 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 6 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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