Subtotal and Stack Rank


#1

Is it possible to subtotal based upon a dimension within Phocas. See the scan of a printed excel sheet with the bracketed/highlighted rows, but the goal would be to total data for a single dimension (ie. branch) and then subtotal that data by a second dimension (area manager) and have the subtotals appear within the phocas favorite.24%20AM


#2

@JDogg016 - maybe something a little like this?

This is our new Grid Nesting feature in 7.3.x - a great new way to work the data.


#3

Brilliant! But now I have to re-arrange all my budgets and how my data flows to get EXACTLY what I want. But when I do :slight_smile:


#4

Any way to resize the columns when creating reports? Not just on this new view, but on all reports.


#5

The columns should “fit” the window you have the browser open in, so it works across all devices seamlessly, however, since the latest update I have noticed some columns are not resizing correctly and leaving scroll bars where none were before. If anyone would like to see an example of this I have several, Phocas support tell me they have their dev team looking into it.


#6

I would much rather they autofit rather than fill the screen. I don’t like seeing a bunch of empty space in a column, that’s unnecessary, IMO…


#7

Could do with an option to retain subtotals of each dimension within the nesting feature.

It’s great but once expanded you lose sight of the value of that section.