Advanced Data Pull

Estimated reading time: 1 minute

Overview

INTERJECT reports can handle a wide variety of complex reports. Up to this point you have seen simple reports where a single recordset is returned to single area of the spreadsheet. This topic will share advanced reporting configurations that use multiple recordsets and multiple INTERJECT report formulas and supporting functions to construct advanced presentations.

Understanding The Business Use Case

In the below instructions it will be helpful to understand the business use case for the reports examples used. Please review the lab, Real-World Walkthroughs - Customer Aging .

You will learn the user story for the Customer Aging Report and why users would drill to underlying reports like Customer Orders and Customer Aging Detail. The example below will be focusing on the Customer Aging Detail report.

Be sure to complete the simple data pull lab that preceded this topic before moving forward.

Lab Dev: Customer Aging Detail

In Dev: Customer Aging Detail , you will create a third report, Customer Aging Detail, that will be drilled to from the Customer Aging Report. This report shows a customer’s outstanding balance by individual invoice.

If the opportunity comes please update the description above.