Dynamic account columns using Workbook

Requirement:

In the report, all columns are static in the saved search and not dynamic.

The client would like to show the account columns which are related to the transactions in the report. This means that only the columns having an amount is to be shown in the report as columns.

Solution:

• Go to Analytics -> Dataset Tab -> Create New Dataset
• On the Dataset page -> Search and Select the Transaction Dataset
• Add the following columns to the dataset
  • Entity Name
  • Document Number
  • Account
  • Transaction Amount

• Create a new workbook from the generated dataset
• Select the Pivot option
  • Add Entity name, and Document Number as Rows
  • Add Account as Columns
  • Add Amount in the Measure

• Click refresh button.