I want to create a report , the data source will be a SharePoint list . I tried to use the PowerBI (unfortunately , its configuration is not going so well) , then I thought about Excel (a combination of the three lists , each on a separate sheet + pivot table - unfortunately, it receives system is not satisfactory ) . Eventually, I was thinking of using InfoPath , but have not yet tried it.
In general, based on three tables , Applications , Tasks, packages.
Entries (fields : Id , Subject , Customer , Date , Priority , Status , Division , Task Type , Task Time ( all times are summed tasks ) , Cost, Amount billing month - a calculated column )
Tasks (fields : Title tasks , Priority , Assigned To , Department , Planned , Date, Time , Amount , job status )
Packages (fields : Name, Customer Value Package , Valid from , Valid to )
The relationship between the tables are as follows:
Submissions ( Post ) < --- > Tasks ( Application ).
Application (Client) < --- > Package (Client).
The result table should include:
Post notification tasks (all of which only apply to the Application ) , Customer Name , billing amount , the remaining amount (the value of the package less the amount of the invoice ) .
This type of report , for each customer is presented every month.
Do you have any suggestions for a solution?