Microsoft Idea

Total for each list of data filtered

Ahmad Saifudin Abdullah on 11/19/2019 11:03:22 PM

I would like to suggest totals should be displayed each time filtering is applied to each list of records/data. For example, when I filter Customers by Customer Group, it should should the balance total for the displayed section. Otherwise, the user has to export to Excel manually and its time consuming to run total in Excel whereras the totals for the filtered list page can be shown immediately on the list page itself without the hassle of exporting to Excel just to get the totals.

STATUS DETAILS

Declined

Business Central Team (administrator)

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:

https://experience.dynamics.com/ideas/idea/?ideaid=18a9e6e3-f9f0-e811-a140-0003ff689d0b

Please add your valuable votes and comments to the suggestion above instead.

Sincerely,

Business Central Team

Comments

RE: Total for each list of data filtered

Mats Andersson on 11/21/2020 6:57:46 PM

May I add to this, although not being a customer yet, the wish to be able to apply sub-totals on optional fields - like "sum by" or break lines as Visma calls it. I actually believed that it was already possible to have the grand total for a list or filtered list in list views.

I enclose a visual description although text being in Swedish how Visma has solved it in Visma Business:

https://community.visma.com/t5/Forum-for-Visma-Business/Sortering-med-delsummor/m-p/109367

Category: Reports and Business Intelligence

RE: Total for each list of data filtered

Leigh Diskin on 2/18/2020 6:06:40 PM

This is a great idea that could be carried over into ALL list views. For example, on the Sales Quote list, it would be nice if the total for all outstanding quotes was visible at the bottom - along with how many total quotes. Even better would be to have it adjust along with filters - meaning if I filtered by a specific Salesperson, I could view their total number of sales quotes and total amount. It could be mirrored on the Sales Order list view as well.

This can be done now by exporting to Excel, but would be much more efficient if available directly on BC. Thanks for consideration.