Detailed Guide to Grouping, Data Sources, and Report Sorting in Nama ERP
This educational video provides a detailed and precise walkthrough of how to work with grouping properties, use Data Sources, and control Sorting within reports using Nama ERP. The video offers a thorough, hands-on explanation with no omissions.
Table of Contents
- Introduction to Grouping
- Setting Up Grouping by Customers and Branches
- Applying Grouping and Displaying Totals
- Controlling Sorting
- Data Sources and How to Work with Them
- Aggregating Sales, Returns, and Collections
- Setting Up Account Statement Reports
- Practical Examples and Important Notes
1. Introduction to Grouping
- The session begins by emphasizing the importance of grouping data in reports, where data can be grouped by Customer or Branch.
- The goal of grouping is to extract totals and summaries for each customer and each branch in the report table.
- The work is based on a table containing fields for customer, branch, and net (Net).
Video link: Introduction and definition of grouping - 00:00:01
2. Setting Up Grouping by Customers and Branches
- Review of selecting the core fields such as customer, branch, and total net.
- Explaining how to form a new Group for each customer and display its total.
- Noting the need to differentiate similar customer names to avoid confusion.
- The importance of controlling headings for easy identification of groups.
Video link: Grouping setup details - 00:03:40
3. Applying Grouping and Displaying Totals
- How to use the group feature to aggregate customer data and display totals in detail.
- Ability to display a Footer for each group with the option to change colors to distinguish each group.
- Explaining how to enable the "show in group 1" option to display customer names with their totals.
Video link: Displaying totals and customizing footer and group - 00:06:20
4. Controlling Sorting
- Elements within each group can be sorted using multiple criteria.
- When grouping by customer and branch, data must be sorted according to the chosen priority.
- Explaining how to sort customers within branches or vice versa, and the importance of ordering columns by the fields used in grouping.
- Ability to set sort direction: ascending or descending, and the effect on data display.
Video link: Sorting explanation - ascending/descending - 00:09:40
5. Data Sources and How to Work with Them
- Explaining the challenge of combining Sales and Returns from separate tables without using a traditional UNION.
- How to use multiple data sources and link them with common keys to display information in a unified view.
- A practical example of creating a data source for sales and returns with separate control over the two fields.
- Clarifying data linking issues, especially with collections that may not carry the same customer fields.
Video link: Working with data sources and linking tables - 00:23:40
6. Aggregating Sales, Returns, and Collections
- Building a combined table displaying the customer, their sales, returns, and collections.
- Handling data complexities such as cases where a customer may appear in more than one table without a direct link.
- Setting filters to target a specific time period (from one date to another).
- Controlling the display of fields and hiding unwanted fields to refine the final output.
Video link: How to aggregate and display sales, returns, and collections - 00:35:00
7. Setting Up Account Statement Reports
- Explaining how to set up account statement reports for a customer, showing the opening balance, debit, and credit.
- How to define date-based filters to ensure accurate calculation of the opening balance.
- Using Groups and splitting data by sub-accounts.
- Writing Custom expressions to calculate balances within the report.
Video link: Setting up account statement with opening balance details - 00:58:00
8. Practical Examples and Important Notes
- Notes on common problems such as incorrect data appearing or grouping overlap due to improperly configured filters.
- Technical tips to avoid grouping and sorting issues.
- Explaining how to show or hide specific details within reports such as headings and footers.
- Preparing the final report design for printing or export (Excel).
- A preview of the upcoming coverage of the account statement section and the inventory movement portion in future sessions.
Video link: Important notes and guidance during work - 01:20:00
Reference Links Within the Video
| Topic | Start Time | Video Link |
|---|---|---|
| Introduction to grouping | 00:00:01 | Watch |
| Setting up grouping | 00:03:40 | Watch |
| Displaying totals | 00:06:20 | Watch |
| Controlling sorting | 00:09:40 | Watch |
| Data sources | 00:23:40 | Watch |
| Aggregating sales and returns | 00:35:00 | Watch |
| Setting up account statement | 00:58:00 | Watch |
| Notes and recommendations | 01:20:00 | Watch |
Conclusion
This educational content is rich and highly detailed, covering how to work with grouping and sorting control, along with multiple data sources and how to build complex reports such as account statements — all with live application on Nama ERP. It is recommended to refer to the original video for each point during practical work.