[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now

x
?
Solved

Sales Analysis Report

Posted on 2003-11-05
7
Medium Priority
?
506 Views
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
0
Comment
Question by:krisred
  • 4
  • 2
7 Comments
 
LVL 9

Expert Comment

by:svenkarlsen
ID: 9690578
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
 
LVL 18

Accepted Solution

by:
bonjour-aut earned 2000 total points
ID: 9690633
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
 
LVL 18

Expert Comment

by:bonjour-aut
ID: 9690663
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
Concerto's Cloud Advisory Services

Want to avoid the missteps to gaining all the benefits of the cloud? Learn more about the different assessment options from our Cloud Advisory team.

 
LVL 18

Expert Comment

by:bonjour-aut
ID: 9690723
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
 

Author Comment

by:krisred
ID: 9691008
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
 

Author Comment

by:krisred
ID: 9691073
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
 
LVL 18

Expert Comment

by:bonjour-aut
ID: 9692564
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

Featured Post

Industry Leaders: We Want Your Opinion!

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

The Windows Phone Theme Colours is a tight, powerful, and well balanced palette. This tiny Access application makes it a snap to select and pick a value. And it doubles as an intro to implementing WithEvents, one of Access' hidden gems.
Windows Explorer lets you open cabinet (cab) files like any other folder. In VBA you can easily handle normal files and folders, but opening and indeed creating cabinet files takes a lot more - and that's you'll find here.
Basics of query design. Shows you how to construct a simple query by adding tables, perform joins, defining output columns, perform sorting, and apply criteria.
In Microsoft Access, learn the trick to repeating sub-report headings at the top of each page. The problem with sub-reports and headings: Add a dummy group to the sub report using the expression =1: Set the “Repeat Section” property of the dummy…
Suggested Courses

872 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question