Saturday, June 1, 2019

Create a report to display Pricing : Quantity Range in columns

To create the report, you can perform either of the set of steps below:

Use the Pivot Report Layout BETA
1. Activate Pivot Report Layout BETA bundle in Setup > Company > Enable Features > Company
2. Go to Lists > Search > Saved Searches > New > Item
3. Under the Results tab > Columns sub tab, add the following:
   • Name
   • Pricing Fields… > Quantity Range
   Pricing Fields… > Unit Price
   • Formula (Numeric) field, where the formula contains {pricing.unitprice}
4. Click on Pivot Report button
5. Drag and drop Name into the Row Dimensions field
6. Drag and drop Pricing: Quantity Range into the Column Dimensions field
7. Drag and drop Formula (Numeric) into the Data field
8. Additionally you may drag and drop any other field you wish to see as additional "Row Dimensions"
9. Click Run Report button to retrieve the full result set

Use Microsoft Excel
1. Export the search you created above into excel
2. Insert > Pivot Table
3. Drag and drop Name into the "Row Labels" field
4. Drag and drop Pricing: Quantity Range into the "Column Labels" field
5. Drag and drop Pricing: Unit Price into the "Values" field and use fitting aggregation function (either SUM, or Minimum depending on the nature of the data)
6. Additionally you may drag and drop any other field you wish to see as additional "Row Labels"

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