I am building a pivot table report which is taking initiatives by status and product.
Question: Is there a way that I can flatten the products to product lines when some of my product lines contain product lines.
e.g. Consider this hierarchy
- Company
- Product Line A
- Product Line Aa
- Product A1
- Product Line B
- Product Line Ba
- Product Line Bb
- Product B1
I would like to generate a pivot that shows two rows, one each for Product Line A and Product Line B, but contains all initiatives from all Product Lines and Products within.
This would be beneficial to large product organisations who are looking to roll-up a products and product lines into a master product line report
Thanks Austin, this is a great solution. Would have never been obvious for me to use "Product line type", but it certainly works in this instance.
Hi there, yes this is currently possible. You will want to be sure that Product line A and B have the same product line type. That is setup in Settings -> Account -> Configure products:
Then as you create your pivot table you can select the product line type to include in your rows:
Your report would then look something like this: