Good afternoon!
I’ve been trying to get this to work for days and figured I’d reach out and see if there was a better way. I have a table where I want to pull a sum of sales by DATE. I have a grid that lists the detailed sales, and I’ve created a Group by Date, set it to be the the initial module, and it works well. I have:
Date TotalDollars
2015-12-01 $10,000
2015-12-02 $9,500
2015-12-03 $11,250
I want to create a link on the grouped DATE to another grid that passes the DATE as a variable that then shows the customer accounts and dollars that were involved in that total. So something like - If I clicked on the 2015-12-01 date above:
Date Account Amount
2015-12-01 12345 $3,500
2015-12-01 11223 $1,500
2015-12-01 13452 $4,000
2015-12-01 23145 $1,000
But I’m unable to get anything to create a “link” on the date column. Is there something special I need to do, or is it not possible?
Going a different route, I created a grid where I wrote SQL code to sum all the fields for me when I actually built the grid so I wouldn’t have to use Grouping, but each time I’ve done it (3 times), the fields (like SUM_1, SUM_2 e.t.c.) somehow get renamed to my labels and the grid breaks…and I start again.
Ideally, I’d like to be able to not only click on the date to get the detail, but I’d also like the graph capability…so the first way I went about it would probably be better…if it’s possible?
Thanks very much for any advice,
Mark.