Creating a frequently ordered catalog item list
Kissflow Work Platform:
- Small Business
Procurement managers typically want a list of commonly requested catalog products in order to request a better quote from vendors.
Until now, they had to merge two tables using lookups in order to get a report combining data from both tables.
To obtain the list, they can now create a dataview and then a report over that dataview. This method using Kissflow Analytics is simple and effective.
The following is a sample query for creating this dataview:
pr."PR_Estimate.display_value" as Total_PR_Value,
prcat."Item" as Catalog_Item,
prcat."Quantity" as Catalog_Item_Quantity,
prcat."Item_Amount.value" as Catalog_Amount,
"Purchase_Request" as pr
join "Catalog_Items" as prcat on pr."_id" = prcat."_instance_id"
In the above query, Purchase_Request is the process table, and Catalog_Items is its child table. An SQL join is performed between the process table and its child table.
After publishing the dataview, the procurement manager can finally create a chart report with the following configuration:
Measure: Catalog item
Dimension: Catalog item, Catalog item quantity