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Sales Analysis Report

Posted on 2003-11-05
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Last Modified: 2008-03-06
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
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Question by:krisred
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by:svenkarlsen
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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
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Accepted Solution

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bonjour-aut earned 500 total points
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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
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Expert Comment

by:bonjour-aut
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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
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Expert Comment

by:bonjour-aut
Comment Utility
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
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Author Comment

by:krisred
Comment Utility
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
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Author Comment

by:krisred
Comment Utility
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
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Expert Comment

by:bonjour-aut
Comment Utility
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

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