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CrossTab to make Financial statements

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I've been testing "the possible" with Wdata using CrossTabs.  I have a dataset that is a matrix of sorts.  It is 256 columns X 27,000ish rows. I would like to make a simple Income Statement (Full disclosure.. Camel's nose in the tent... once I get it to work if fully intent to completely exploit the capabilities and  write all 700+ financial statements using Wdata).  What is the best resource for self-learning how to build a Financial Statement using a Trial Balance (kinda)?  I would like to have samples, if possible.  Finally, I will be attending Amplify 2022, can you recommend any sessions that will address this?

Thank you,

Tony

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  • Mike Davis

    Hi there, Tony!

    Thanks for the question. I shared this some of our folks internally and sadly, without seeing more of the technical aspects and business specific, they struggle to find a great answer for you. For example, they'd like to know the Queries and Crosstab settings they tried and work backwards from there. We'd love to get you connected with some experts on our end to see this real-time.

    That being said, I do know that at Amplify this year, I see a session on Connect and Unlock: Viable Data Strategies with a fellow Tony (our VP of OneCloud), as well as some Wdata courses from partners. There will also be a few booths around Wdata, Data Prep and OneCloud where you can also chat with members of that team.

    Looking forward to seeing you there! Let me know what questions you have for me in the meantime. Thanks again and have a fantastic weekend!

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