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IBP Excel Addin - "Group By" capability for Local Member

Feb 14, 2017 at 09:45 PM

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Hello IBP Guru's,

We have 2 requirements for Excel Addin local members:

1. We have Sales Fcst Qty being displayed at Customer Group + Sales Rep + Product ID + Customer ID. One Product is being sold to multiple Customers. So we need to insert a sum total local member in Excel UI at Product ID for all the Customers. Is there a Group By function that we can use for local member and show the sum total @ ProductID for all customers and also show the individual customer fcst qty?

For e.g. In the below screenshot, we want to show the sum total for Product ID = 1001620, for all customers

2. We also want to show the sum total @ each Quarter and Year-To-date columns, where in the month totals are consolidated into Quarter and Year, based on time profile ID.

Appreciate if anyone can provide some insights.

Thanks,

Mangesh

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