topic Re: Quickbooks Advanced Reporting HELP!! in QlikView

Quickbooks Advanced Reporting HELP!!

Anonymous — Wed, 25 Nov 2020 16:16:04 GMT

I'm not sure where to start....I am trying to create a Customer Sales Activity Report in QuickBooks Advanced Reporting. Have no idea what I'm doing really and trying to learn on my own is proving very challenging! I've managed to get some data into my table but need help getting YTD columns and a 13-week average section on each customers sales. I would greatly appreciate any help on this issue!

Thanks!

Re: Quickbooks Advanced Reporting HELP!!

vishsaggi — Wed, 17 Jan 2018 23:38:07 GMT

Are you looking for Quickbooks community? This is Qlikview community. May be you want to visit here:

Blog - Intuit Developer Community Blog

Re: Quickbooks Advanced Reporting HELP!!

Anonymous — Wed, 17 Jan 2018 23:52:01 GMT

Apparently the QuickBooks advanced reporting is powered or made by Qlikview, so the dimensions, expressions, etc. are similar. That is why I ask here.

Re: Quickbooks Advanced Reporting HELP!!

vishsaggi — Thu, 18 Jan 2018 00:01:50 GMT

Did you look into this may be will give some insights in creating such fields.

YTQ, QTD, MTD and WTD

Re: Quickbooks Advanced Reporting HELP!!

Jeff_Koch — Mon, 22 Jan 2018 04:51:31 GMT

Hi Jessica,

Without specific knowledge of the QBAR Data Model I can not give you a precise answer but hopefully this can help you out.

First, check out QuickBooks Advanced Reporting

There are a number of training and tutorial modules.

As referenced by others, you need to look for a field that references a time period flag such as YTD or something similar. This field can be used inside a syntax structure called set analysis. This structure would look something like this: sum({$<YTD={1}>} TransactionAmount)

You would need to substitute the correct field name and value, then use the correct field for the qmount you are trying to sum.

Does intuit not have a help desk?

Regards,

Jeff

Re: Quickbooks Advanced Reporting HELP!!

Anonymous — Mon, 22 Jan 2018 16:16:29 GMT

Intuit will not help with Advanced Reporting, they make you find a "ProAdvisor". In the QuickBooks manual it specifically suggests the Qlikview community for help understanding "syntax" etc. I tried SO many QuickBooks tutorials, but it seemed I just had to find the right field name and finally did!