Beginner - How can I create a YTD sales comparison of last year to date grouped by Sales person, Customer #, Month, then account?
Posted on 2005-03-28
I'm a beginner to Crystal but a good programmer in vb and access. This problem is multilayered. The first issue is this year we just went with a new ERP system based on SQL. Last years data I've taken out of the old system (unaccessable through ODBC) and put it into access. I can get the old data into a form that matches - close enough - our new data scheme so I can report on similar fields. At this point I need a little help with Crystal reports to get the data into the format for our sales team. I'm almost convinced I'll need to create some code to combine the tables (this years info and last years info) within access (so as to not influence our new database system) so crystal can pull the report correctly. However I'm unfimiliar with Crystal and I do not even know how to pull last years data side by side with this years even if they were in the same table.
I need the report in a format of a crosstab with the Customer name and sales $ in the row with the multileveled columns of : sales rep, month, and account (or type of sale).
Where do I begin?