Include Sales Orders in Data Source Sheets

Prerequisits

This support note relates to the Sales Pivot only.

Make sure that the Sales Orders Version is enabled before continuing

Overview

Each Report Workbook contains a Data Source Sheet A Data Source sheet includes a Query table which extracts Sales Transaction data At the Top of the Query Table is a set of filters One of those Filters is called Transaction Type The Transaction Type filter includes Sales Orders

Procedure

1. If you have just enabled the Sales Orders version then close and restart the software
2. Go to the ExcelReportLink Menu
3. Open a Report to add Sales Orders to
4. Select the Data Source Sheet tab
5. Double Click the Transaction Type filter Cell
6. Select Multi Selection
7. Tick Sales Orders in the list
8. Click the Refresh Button