Hello
How do you create financial statement notes in quicksight as well as roll ups?
Can you give an example of what you are looking for?
Thank you for responding. I am trying to create a financial statement note in quicksight. I dont know if calls would work to explain.
I need steps to create the attached in quicksight
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What does your data format look like?
Can you add a description as a field in your data and then in quicksight use those as rows in a pivot table? For you columns you would need to similarly format those as a field as well.
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F you look at the highlighted amount, its picking from a particular section of the general ledger, subledger and cost center. So from the excel formular for each amount used to calculate i identify these 3.
Then there are subtotals such as the 8.44m on insurance service expense. Its adding the 8.47m and the highlighted -15m ( which have their own formulars of where we are picking from.
So how do I create a drill down such that when i cliclick on the insurance service expense it will drill downand show the 2 amounts giving us that total then when i click those 2 amounts they drill down into the accounts; GL, Subledger, and cost center ?
In a pivot table you can expand based on the column.
Expands to this
Or you can look into actions, parameters and filters linked to parameters.