I have been quoted a lot of money to create a custom sales report I need.
I have attached a rough look of it,
A summary of Sales by customer but split by product categories. Is this easy to do with your product? Im thinking a lifetime membership for this would be a good option
If you mean to display something like this in a table, it is possible, but we can only group the rows by one column - with our built-in feature "Row Grouping".
It is not possible to choose multiple columns to group the table by, as you wrote :
- Group a table by 'category' column, but then also group by 'customer'.
Here is an example of our "Row grouping" feature :
to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like ( it is also available in the plugin dashboard), where we state any changes/new features/bug fixes during updates;
and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
2. A small additional styling tip : if you wish to make your grouped rows 'stand out', you can add custom CSS to add different text color, background color, another background color on hover, and more.
You can see an Article on adding CSS for the Grouped Rows here.
3. Now, we said our built-in "Row Grouping" feature can not group on more than one Column, but there is a custom way if you plan to use SQL Query-based Tables, at least to pull the data.
Writing custom Queries is not covered by our Support, but you can find a lot of tutorials online how to write "GROUP BY" multiple columns in SQL Queries.
So, if you make a custom SQL Query table which uses 'group by' on multiple columns - it can work to call the data as you need it from a database in our table.
But it will not 'visually' separate the rows like that.
For that, you can only group by one chosen column as explained above in our table.
4. Another point I can see on your example, it is not possible to have tables as pivots via our built-in features.
In other words, you can not transpose header and row position to have a "header name" on the side of the data.
It can only have one header row on the top, and the rows beneath, so these "Total : " and "Cutomer Name" etc, on the left side, that will not be possible.
So each column has to have the header name on the top, then all the cells beneath it are rendered as rows.
5. We do have calculation functions, you can check them here( for SUM/AVG etc).
Here you will see the our documentation tutorial on how the Report Wizard can be configured;
Here you can see how to make the document templates (Excel or Word);
And you will find several examples on the Documentation, too.
You can also test creating some tables and reports on our Demo website.
7. Our Table Tools export options can also not export any grouped rows.
And i just wanted to mention that there is a 15-day money-back guarantee period,
so if you purchase the plugin, you can safely fully test it out, and if it doesn't fit your needs you can request and receive a refund in that period. ( same goes for all plugins and add-ons)
I hope this helps as an introduction and our Support will be here if you encounter any issue along the way, if you start building your tables and reports.
I have been quoted a lot of money to create a custom sales report I need.
I have attached a rough look of it,
A summary of Sales by customer but split by product categories.
Is this easy to do with your product?
Im thinking a lifetime membership for this would be a good option
Many thanks
Steve
Attached files: IMG-20240904-WA0000.jpg
Hi Steve,
If you mean to display something like this in a table, it is possible, but we can only group the rows by one column - with our built-in feature "Row Grouping".
It is not possible to choose multiple columns to group the table by, as you wrote :
- Group a table by 'category' column, but then also group by 'customer'.
Here is an example of our "Row grouping" feature :
You can try this out on our main Demo Sandbox, here.
For example, let's look at table ID 1 , the "Employees" SQL dummy table.
Let's say if we wish to Group rows on this column by the Employee's Position column.
This is an SQL Table, so we have to disable server-side processing in order to get the "Row Grouping" feature available.
As you can see on this Documentation, Row grouping feature is only available for non-server-side tables.
( Which basically means all tables besides Manual or Simple Tables, and for SQL Tables just disable server-side toggle)
Back to the example.
So now, we go in this Position column settings, and enable the Row Grouping.
And, it will look like this :
If you wish to see the ability to group by multiple columns in the future :
Please feel free to search on our suggestions page,
to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like ( it is also available in the plugin dashboard), where we state any changes/new features/bug fixes during updates;
and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
2. A small additional styling tip : if you wish to make your grouped rows 'stand out', you can add custom CSS to add different text color, background color, another background color on hover, and more.
You can see an Article on adding CSS for the Grouped Rows here.
3. Now, we said our built-in "Row Grouping" feature can not group on more than one Column, but there is a custom way if you plan to use SQL Query-based Tables, at least to pull the data.
Writing custom Queries is not covered by our Support, but you can find a lot of tutorials online how to write "GROUP BY" multiple columns in SQL Queries.
For example, here is a useful article about that.
So, if you make a custom SQL Query table which uses 'group by' on multiple columns - it can work to call the data as you need it from a database in our table.
But it will not 'visually' separate the rows like that.
For that, you can only group by one chosen column as explained above in our table.
4. Another point I can see on your example, it is not possible to have tables as pivots via our built-in features.
In other words, you can not transpose header and row position to have a "header name" on the side of the data.
It can only have one header row on the top, and the rows beneath, so these "Total : " and "Cutomer Name" etc, on the left side, that will not be possible.
So each column has to have the header name on the top, then all the cells beneath it are rendered as rows.
5. We do have calculation functions, you can check them here( for SUM/AVG etc).
And Formula columns.
6. You also mentioned reports.
If you mean to use our Report Builder - it can not export any grouped rows, unfortunately.
Our Report Builder has a choice for the export 'Generation logic'.
That selection defines whether a report builder will generate a single file for all table rows or a separate file for each table row.
The first case is applicable when you need e.g. to download and print a list of transactions (see an example here).
Second is better when e.g. you need to download and print the salary breakdown for a table separately for each employee (see an example here).
Please check our Report Builder here, to get started;
Here you will see the our documentation tutorial on how the Report Wizard can be configured;
Here you can see how to make the document templates (Excel or Word);
And you will find several examples on the Documentation, too.
You can also test creating some tables and reports on our Demo website.
7. Our Table Tools export options can also not export any grouped rows.
And i just wanted to mention that there is a 15-day money-back guarantee period,
so if you purchase the plugin, you can safely fully test it out, and if it doesn't fit your needs you can request and receive a refund in that period. ( same goes for all plugins and add-ons)
I hope this helps as an introduction and our Support will be here if you encounter any issue along the way, if you start building your tables and reports.
Let me know if you have any additional questions.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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