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Filtered Sums

Last post 04-03-2020 06:43 AM by Froman. 21 replies.
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  • 03-12-2020 10:29 AM In reply to

    wow, this makes me so happy!! sorting or highlighting is just window dressing really, I could use text to explain as well. either way as long as it's possible. so now how do I go about accomplishing this? Thanks
  • 03-12-2020 12:15 PM In reply to

    Here's a first attempt - just with the total for the vendor (from the call up list, I think?) and the vendor name & proportion - hopefully only for the selected SO....
    Hilary Stoupa

  • 03-12-2020 02:26 PM In reply to

    So i think most of these things I'll be able to manage (i think), my biggest blank is how do I display all the vendors that are attached to a standing offer? I'm guessing it has something to do with a repeating table? I'm thinking I insert a repeating table then get it to display filtered vendors against the selected standing offer? similar to what you did to the form I sent, but the table would show all vendors? i feel this is my biggest roadblock.
  • 03-12-2020 02:32 PM In reply to

    Did the template I attached in my last post not help? I'd added a new section in there bound to callup - DC.
    Hilary Stoupa

  • 03-18-2020 10:06 AM In reply to

    Hi Hilary, Sorry for not getting back to you sooner, crazy times! the new section you added did not bring up anything when previewed. I'm curious to know how the initial repeating table you made was filtered by the vendor. for some reason I can't figure out how you did it. i need that to happen, but i need the filter to be on the standing offer selected and to show all vendors, is that possible? Thanks
  • 03-19-2020 08:08 AM In reply to

    Take a look at the conditional formatting on the section - I'm just checking if the ID of the Vendor matches the selected Vendor. I made a modification to the new section in this sample - one thing that might also help while trying to work out the formatting is to change the conditions from hiding to just highlighting with a color.
    Hilary Stoupa

  • 04-03-2020 06:43 AM In reply to

    Hi Linda, just wanted to say thank you for this, and sorry i haven't responded. I'm still working on form, it's just taken a back seat at the moment.
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