I've created a new BIC Report in Evolution using the Sales Master Container. I format my pivot table to group my dates into Years and Months as I want to see customers total sales by month.
I also collapse the field to show the totals by month which can be expanded by clicking on the + button.
When I save the Template to my report and re-run it, it loses the Grouped Dates and it Expands the Field automatically.
Does anyone have a solution to this?
hi, what u are experiencing is normal behavior as the grouping is based on the data, and when you save excel template, you are clearing the data out of the template.
Try opening your template in design mode and adding a dummy row of data to your data sheet, then redo the grouping and save.
Thanks very much Nigel.
I don't like to revive old posts, but I am curious... Did this solve your problem, Nadine? I am having the same issue with Sage Intelligence for Sage 100 and although I have tried this, I am still having the same issue. It gives me dates, not groups when I run the report.
Is that specific column in excel in your pivot-table formatted as "date"
Format it as date (the entire column in the sheet)
Then try grouping those dates once more (clearly defining the month and year start and end)
Save the template and try it once more
Let me know how this goes