I use a data set with some significant shortcomings, and I'm trying to find ways to save myself a little time when pulling reports. Can anyone give me some guidance on setting up a field filter that I can save (in this case "Customer Name"), and apply against future data sets?
My data is basically invoice lines, which I then pivot to organize into useful reports. As an example of a common problem I face is, one field is called "Sales Rep". I want to pull a 15 month report on a specific sales rep, but I'll only get information where they're actually coded on the invoice as the sales rep, so if a customer is moved from one rep's territory to another's, I won't see them when I pull this report for their new rep.
Ideally, I'd like to create an account list for each rep (using "Customer Name"), save it, and use it as my filter on an updated data set that I pull down the road ("Customer Name" field doesn't change). As accounts move between reps, I would just update the filter, so that it operates correctly the next time I run my report.
Possible?
Thanks.
Andrew
My data is basically invoice lines, which I then pivot to organize into useful reports. As an example of a common problem I face is, one field is called "Sales Rep". I want to pull a 15 month report on a specific sales rep, but I'll only get information where they're actually coded on the invoice as the sales rep, so if a customer is moved from one rep's territory to another's, I won't see them when I pull this report for their new rep.
Ideally, I'd like to create an account list for each rep (using "Customer Name"), save it, and use it as my filter on an updated data set that I pull down the road ("Customer Name" field doesn't change). As accounts move between reps, I would just update the filter, so that it operates correctly the next time I run my report.
Possible?
Thanks.
Andrew
