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  PRODUCT DETAIL : Axapta Balance Excel Formula

See Transaction Drilldown...

   
Return an amount from Axapta
 
 


Use Axapta balance when you want to return an amount into a cell on your spreadsheet. The amount is returned via a formula, you build the formula using the wizard provided.

Once created, you can then copy, edit and move them like any other Excel function.

What makes Atlas unique...
Axapta balance offers drill down features too. These are available after the function has
been built and evaluated, from the right-click menu.

 

 

     
Reporting of Axapta transactions to a grouped report, pivot table or pivot reports with refresh
 
  Select the Axapta table/view and enter filters

A filter applies constraints to the data on your data source. You might apply filters to restrict the range of values that are of interest to you. You will apply filters to the list of fields available in your data source. These are shown in the Range grid on the Axapta balance form. Filters can be typed into the wizard directly or they can be sourced from a cell or range of cells in your workbook.

  Choose the column to be totaled

This tab is used to define what you want to show as the measure or amount in the cell. Normally, this will be a numeric value from your data source and may be quantity or an amount of some kind. This field is normally filled in with a default value. You can choose to use this value or you can change it suit.

 

 

Example
 
  Axapta aware cell formula

Will appear as per any other Excel formula for use throughout the spreadsheet.

 

  In-cell editing of the formula

You can see the cells in the spreadsheet that have been referenced within this formula.

What makes Atlas unique...
If the referenced cells change, this formula will recalculate using the new filters.

 

 

Microsoft Excel -#1 Analytic Client for Microsoft Axapta
Atlas xl introduces Excel as an Axapta client enabling organisations to quickly analyse, understand, monitor and act on conditions that affect corporate performance and profitability from within Excel.
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Atlas xl is developed by Globe Software Pty Ltd in Perth, Australia.      Globe Software has been an Axapta Partner since 1999.
Microsoft, Excel are trademarks of Microsoft Corporation in the United States and/or other countries.