I am trying to use the DataSource and Company filters to override the default company being selected for a report. I want to be able to pull data from two companies on the same tab. Whatever company is selected as the default will show the correct values but the company being selected by the override is not showing the correct values. Is there some setup needed to use this functionality that I might be missing?
3 comments
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Cat No setup as far as I know.
Would you show us your formula so we can have a look?
Important is that the filter for the company needs an =
For example:
=NL("Rows";"Table";"Field";"Company=";"Company1")
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Zach Gooding This is the formula I was using. C9 has the company name which is a report option that the users can choose. I think I figured out my issue though. The G/L Account No. that was being selected was being pulled from another NL function and that one was using the default company. I was missing values because the G/L Account setup is not the same in both companies.
=@NL("Sum","G/L Entry","Amount","G/L Account No.",$D23,"Posting Date",$C$7,"DataSource=","NAV Direct","Company=",$C$9)
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Cat The formula looks ok.
If you have different G/L Account No.s in both companies you have to query them seperately with the "Company=" as well.