Choosing the right criteria for row reports?
I am trying to create a report that pulls specific rows from multiple sheets (that are similar in structure) into a high level overview that shows:
- Opportunity Name
- Adjusted Count
- Target Arrival Date
I've pasted an example of one of the sheets that I'm trying to pull information from below:
The Target Arrival Date Column mentioned above is further to the right (pasted below):
So, we have multiple projects happening at one given time and each sheet is identical to the one above in terms of structure, column names etc. The goal would be to have a report that updates in real time and displays, for every project the:
Opportunity Name – SKU – Adjusted Count – Shipped – Remaining – Target Arrival Date
After watching the training video, I believe this is possible with the Row Report feature. I've input the above information into the Report Builder below:
As you can see, I'm only pulling from two sheets for the moment while I am experimenting. The who column does not have any relevance here. And, for the what and when columns, I've tried to choose criteria that fits the column's data. The information that has been pulled through so far into the report is great. But, as you can see, it only has pulled one line of information.
What I think is going wrong with the report and why it's not pulling every SKU for that project sheet is the that the SKU criteria is incorrect as SKU's are actually a mixture of letters and numbers as well as just letters in some cases. For e.g. 24770 ,YRD216ZW2 or IZHWU.
This might not be the case as in the example above, the report has pulled a SKU which is a number, but it failed to pull other SKU's that are also just numbers. In addition, it has only pulled from "One Cardinal Way" and not "Merchant's Plaza".
If anyone can confirm the problem I am having and offer a way to correct it? It would be very much appreciated.