Is there a way to display in one screen (or in a report) records from more than one sheet ?
1 Like
Good evening @claudio.faria
I hope you are well.
When we say “records from more than one sheet” -
A) From how many sheets do we need data from?
B) Are these sheets in any way connected (Linked) together?
C) When we say “in one page / report / screen” - Do we mean in one Report or Dashboard?
These questions apart from reasonable to occur, they are also needed for clarification purposes.
Thanks in advance.
Gladly waiting for your additional information.
Ilias
Good evening Ilias and thank you for your message.
We have 4 sheets:
- Invoices issued to clients
- Invoices received from suppliers
- Payments received from clients
- Payments made to suppliers
The 4 sheets have a common link: the Company ID which identifies the client or supplier.
Any Company may be a client and a supplier at the same time.
We are looking for a way to display the statement of a selected Company, listing the financial transactions in the same screen or report.
Hope this clarifies.
Thank you.
Claudio.
1 Like
Dear @claudio.faria
Indeed what you have written is quite clarifying. But I have one small question to add.
Case01
Any company as you have said, can be both a Customer & a Supplier.
Let’s say we have company ILIAS SRL and this company is both a customer & a supplier for you.
Do you have in your system
a Customer Code = C0001 for ILIAS SRL (example) ?
and a Suppler Code = S0001 for ILIAS SRL (example) ?
Does a company have 2 different codes in your system, depending on the “relationship” that the code is trying to express ?
IF that is correct, then there has to be an Alias Code that refers to that entity (company) in a table (sheet) (new one obviously) that will contain for example EntityCode, EntityName, CustomerCode, SupplierCode,
So that you can use that EntityCode “thing” to connect “relationaly” all the 4 sheets together in a way that you can bring into a Report or Sheet parts of the data in
- Invoices issued to clients
- Invoices received from suppliers
- Payments received from clients
- Payments made to suppliers
Then you can follow a solution for a Report for example, by using
Link & Load
AND
Show References From Existing Sheets
Case02
In the case that You have ONLY 1 code for both the “hats” that a company “wears” - both Customer & vendor - it is even easier to apply as above the 2 methods for driving data from other sheets to one sheet.
Case03
In the case that one of the 2 is valid (as above) but you do not want a Report, but instead you need a Dashboard in Ragic - You have to do the same things as above (create 1 gathering sheet for all you need) and then use that Sheet as a Data Source for the Ragic dashboard.
I hope that this helps a bit. Any question you may have, I am here to discuss, after all, we are helping each other advance in Ragic 
Best Regards
IliasVlachos
Good morning Ilias and thank you for your suggestions.
We have only one code for a Company - your Case02
If have already tried to create a gathering sheet and use the References from Existing Sheets. But for some reason it did not work.
I could only create the table under the Company sheet. That is the only sheet where the option to drag the related table is enabled.
I guess I am skipping some steps. I try to check again.
Thank you.
Claudio.
1 Like
Hi @claudio.faria
In case you would like to send me a sample of the data from the 4 sheets
you can send it to me at aias.aiascon@gmail.com
Or the Column names for each Sheet - for the 4 Sheets, so that I can check the relationships
between them and let you know of How I would try to make it, to see if we miss any steps or
if we think differently.
Best Regards
Ilias