Forum Discussion

BecM2's avatar
2 years ago

Custom report

i am needing a report that combines both customer card Id and supplier card ID along with other informaiton. Is this possible?

  • Hi Bec,

     

    You can use power query in Excel to join tables of data together

    If you are trying to find customers linking back to suppliers who you they have bought from then you can do something like start with sales by Item and then get the last supplier for an item or the default supplier and then join them

    https://odatalink.com provides a way to get suppliers and customers and Item sales into Power query where they can be joined

     

    Jeff