Thanks, Rich! And that makes complete sense - I like your idea of pushing to SQL server.
For those of you doing small business consulting whose clients use QuickBooks, what is your approach to QuickBooks integration? I've been consulting for 20-plus years, and I know QBooks very well. I've...
Similar to SAU's great use of a filter, on the home page of the financials, I also employed a date filter that drives the trailing-12 month P&L. If you want to include these views in your reporting,...
Wow - this is fantastic. Well done!
Thank you, SAU. First, you are amazing. So I would and will default to any better and more elegant solution you come up with. I'll keep sharing ideas over the next few weeks. Between you, Rich, and Stephen,...
While I agree with you on the Qloud being the preferred way to share the model across users, sometimes that's not the best solution for hundreds of users due to cost. Tableau has figured this out and has...
My fault as I realized I misunderstood your question. And I cannot delete my original answer. You probably already know that you cannot use the timeline for this unless you collapsed the quarters you were...
This is not a question. I've been using Quantrix for years, and I consider myself an advanced novice - and I'm even proud of that designation. But I've been trying to figure out a simple way to create...
I prefer using the Timeline functionality. See the attached example which includes notes.
SAU - impressive.
What's the best way to approach Sau's formula where all Financial LineItem's are updated? I'd prefer not to enter this formula for each individual line item.
There are probably multiple ways to do this, but would be helpful to see the best or second-best way to use YTD when the budget column is fully populated as it normally would be.
And here is the XLS file as mentioned in my message above. I think the Excel file better conveys the ultimate objective. Thanks! Mark
