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Axapta Balance formula with drilldown to transactions   

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. Axapta Balance functions return an amount back into Microsoft Excel. 

It is these features that will allow you to easily build complex reports from within Microsoft Excel.

You can build the Axapta balance function in one of two ways:

• Using the wizard

• Typing the function directly into a cell

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

What makes Atlas unique...
Build an Axapta aware formula in 3 steps...

1. Select the Axapta table or view
2. Enter in the filter criteria
3. Specify the column to be totaled

Axapta Top 10   

Use the Axapta top 10 function when you want to return an item that is ranked. Normally, these items are customers, vendors, accounts or inventory items, although any item on any table or view can be ranked using this function. Once the item is returned, use other functions to return values and balances. You can copy, edit and move the function hem like any other Excel function or formula.

Axapta top 10 can be used to return, not only the top, but the bottom ranked items too; it is not limited to a specific number of ranks so you can use it to deliver the top 5 or the bottom 2 if you wish.

You can build the Axapta top 10 function in one of two ways:

• Using the wizard

• Typing the formula directly into a cell

Main Table Reference  

This is used primarily to return a description or other attribute associated with a code.  The code is usually an account code, customer code, vendor code or a dimension name. Use Main Table Reference if you do not wish to re-type the description of a code each time it is changed in the spreadsheet.

As Main Table Reference is implemented as a function, it is refreshed on demand or whenever the cell containing the code changes.

You can build the Main table reference function in one of two ways...

• Using the wizard

• Typing the formula directly into a cell