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Writeback Example

Example
Scenario

This walkthrough covers the full process of setting up a Duplicator: creating a workbook with a data extraction, configuring the Duplicator to generate one sheet per sales representative, and refining the results with filters.

By the end, you'll have a workbook with a separate sheet for each sales representative who sold at least 1,000 products in 2018, each showing their invoices with product, date, amount, and customer details.

What you need

This example uses the Invoice Analysis data model from a Sage X3 template. Make sure the template is installed and accessible in your environment before starting.

Step 1: Configure the initial writeback​

  1. On the navigation panel, select Workbooks.
  2. Right click and select New Workbook.
  3. On the Analysis tab, select WRITEBACK Wizard.
  4. In Environment, select
  5. In Data Source, select
  6. Choose a Entity/Table from the dropdown.
  7. ..