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
krisredAsked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

svenkarlsenCommented:
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
0
bonjour-autCommented:
i will give you a start with the basic query you will need to seperate your sales history:

paste this to sqlview of a new query (but check for the tablename and the writing of the fieldnames !!)

SELECT SalHist.sIdno, SalHist.Cusnme, IIf(Month(Now())=Month([dteshp]) And Year(Now())=Year([dteshp]),[total_net],0) AS tm, IIf(Month(Now())=Month([dteshp]) And Year(Now())-1=Year([dteshp]),[total_net],0) AS tmly, IIf(Month(Now())+1>Month([dteshp]) And Year(Now())=Year([dteshp]),[total_net],0) AS tytd, IIf(Month(Now())+1>Month([dteshp]) And Year(Now())-1=Year([dteshp]),[total_net],0) AS lytd
FROM SalHist;

Regards, Franz
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
bonjour-autCommented:
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
0
Ultimate Tool Kit for Technology Solution Provider

Broken down into practical pointers and step-by-step instructions, the IT Service Excellence Tool Kit delivers expert advice for technology solution providers. Get your free copy now.

bonjour-autCommented:
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
0
krisredAuthor Commented:
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
0
krisredAuthor Commented:
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
0
bonjour-autCommented:
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

0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Access

From novice to tech pro — start learning today.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.