Thanks in advance for your help. As you will obviously see Reports are not my forte.
I have a client who is using text fields in a PBCS legacy application. They want to do group by in the reports for these text fields. They are planning line items not balances and using the text and another dimension to delineate different types of line items.
The question is can we do this in Financial Reports? If not, do you think it is feasible in other tools like Tableau directly linked to PBCS?
For example with these inputs:
Ap (account) End of Year Party (text field) Line 1 (dimension member) $500
Ap (account) End of Year Party (text field) Line 2 (dimension member) $200
Ap (account) Consulting (text field) Line 3 (dimension member) $300
They would like a report (line # dimension at total):
AP End of year Party - $700
Consulting - $300
Total AP -$1,000