asked on

Sales Analysis Report

Hi,

I would really appreciate if somebody could walk me throught the following report

I need to create a report with the following fields:

Customer Code | Customer Name | Sales month to date (current year) | Sales month to date (last year) | current year to date | last year to date | % Change by year

Say if this is october 10/31 I want to see all the customers with october sales till 31st for the current year and the same for last year.The year to date for current year and last year should be user defined dates and sppropriate totals

Fields in the table are:
sldno (customer Code)
Cusnme (Customer Name)
dteshp (Date Shipped)
total_net (total amount)

Please advice

Thanks,
kris

svenkarlsen

I believe that's beyond the scope of this forum: you must ask for help with specific problems, - not a complete report lay-out.

Kind regards,
Sven Karlsen

ASKER CERTIFIED SOLUTION

bonjour-aut

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bonjour-aut

furtheron you will need to build sums per customer

lets call the first query "qry_base"

SELECT qry_base.sIdno, qry_base.Cusnme, Sum(qry_base.tm) AS [Summe von tm], Sum(qry_base.tmly) AS [Summe von tmly], Sum(qry_base.tytd) AS [Summe von tytd], Sum(qry_base.lytd) AS [Summe von lytd]
FROM qry_base
GROUP BY qry_base.sIdno, qry_base.Cusnme;

this should be the datasource for your report

Regards, Franz

bonjour-aut

i changed the fieldnames of the second query:

SELECT qry_base.sIdno, qry_base.Cusnme, Sum(qry_base.tm) AS [tm], Sum(qry_base.tmly) AS [tmly], Sum(qry_base.tytd) AS tytd], Sum(qry_base.lytd) AS [lytd]
FROM qry_base
GROUP BY qry_base.sIdno, qry_base.Cusnme;

i did a basic report with the %

download and fill in testdata:

http://www.tplus.at/~sissi-franz/test/srep.mdb

regards, Franz

krisred

ASKER

Hi Fraz,

I really appreciate your help . It was very helpful.
I created the report and it work, but what the are the date ranges for last year and current year sales. Is it the calender year or ?
Is there any I can have a prompt for the dates?

Thanks again,

Kris

krisred

ASKER

Hi Franz,

Also, when I create the percentage field I get a error running the query. I think its because of division by zero, if the last year sales were 0 then it creates a problem

Thanks,

Kris

bonjour-aut

date ranges tytd and lytd

...Month(Now())+1>Month([dteshp]) ....

is actual month and all months before, same for this year and last year

otherwise a comparison would make liitle sense, i think

to avoid a null division error:

If you use A2000 or above, there is a Nz() function to wrap th Formula

otherwise you can exclude with an If-Clause
if you experience further problems post at this thread again

Regards, Franz