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Drag and drop the 'cuCompany' field as below:-
Then the 'tlNetVal' field note the instant 'Grand Total' This will show the net value of all transactions for the customers, but it is a sum of Document types ( Remember, Exchequer stores all transactions in the Transaction Header & Lines table), so it is not a true picture, you need to filter by the document types that you want to view. We did not do this in the query, because we can easily filter in the Pivot as we may want to view a variation of document types (See Exchequer Document Types):-
In this example, we will filter by Invoices. This is a value of 0. There are a couple of ways of doing this. I nthis example we will use the column/field headers. In the next chapter we will use the 'Pre-Filter'. The Pre-Filter allows you to save the filter and load it with a query:-
Uncheck 'Show All':-
And then select '0':-
We have now filtered all the invoices. Note that the 'Grand Total' has now changed.
