In a few cases it would be desirable to limit the results set being returned inside the Pivot table that is built by the add-in. As an example, if you could add a filter on how many years of data is returned to the sales analysis that would be VERY helpful. In many cases we would select only the current years data. I am sure others might have other filters they may find useful but this one analytic seems to get bogged down the most for my customers.
Any update on this idea?
We are working on several features involving the limiting of data for Version 8. There is no specific date on its release, Most likely a fall based release.
At the moment you should be able to use MSQuery before hand to filter out the data you need per this guide: https://clearify.com/wiki/view/254/filtering-with-msquery
QQube Version 10 can now extract just a subset of data from QuickBooks - this should help tremendously.
Choose a location