Greetings. This is John Grande coming to you from DimeSoft Business Solutions. As always, I am thrilled to be talking to you about Acumatica ERP. Today, we are going to be talking about how to use the Generic Inquiry to create pivot tables inside of Excel. Let's go ahead and jump into the cloud and take a look.
Here we are back into Acumatica ERP. We're going to go ahead and jump into the system suite. Go to the customization module and here is the Generic Inquiry. A few things to mention about the generic inquiry that we are not going to be exploring today, but I thought we might as well at least mention it to tell you some more of the capability of the Generic Inquiry.
Generic Inquiry can be used to create dashboards similar to this for example. It can also be used to create customized browsers, reports, etc. Anything having to do with pulling data from the database. What we're going to do today is we're going to create a pivot table inside of Excel.
Before we jump into Excel, let's take a look at one of the inquiries that are already in the system. This one is called invoiced items. Here are the tables that are going to be pulled to create this inquiry. We have the ability to create conditions and parameters, etc.
Before I started this demonstration, I went into Excel and I created an inquiry using Microsoft OData technology. Here is the Excel sheet. This is all real time data being pulled from Acumatica. Naturally, I can go ahead and use filters to edit it down a bit. For example, maybe I don't want to see the State of Florida represented. Now, Florida is no longer here.
That was a brief glimpse into one of the many functions that the Generic Inquiry can perform. For more information regarding Acumatica or questions in general, please feel free to reach out to me directly at 951-928-1990, extension 212 or email me directly at email@example.com. Thank you very much everyone and I'll be looking forward to our next video together.