| Author |
Message |
Teddy555
Newbie
Joined: 23 Jan 2017
Online Status: Offline
Posts: 22
|
   Topic: Record Selection Formula
Posted: 07 Jun 2017 at 4:57am |
|
Good day , I have a requested report to build .
The requested report is a sales history report showing item category , Item number and last but not least sales totals. It was very easy to get the data for 1 month using the select expert and a parameter i created which is : if (tablename.Year)={?Year} and (tablename.Period)={?Period) then (tablename.sales)-(Tablename.returns) else 0. The formula above worked except i need to get the same information for the following month and the month after as well. Then I also need the same information for the Previous year same periods. Can anyone help me please .
Regards,
Teddy
T.Calderon
Edited by Teddy555 - 07 Jun 2017 at 5:38am
|
|
T.Calderon
|
 IP Logged |
|
|
kevlray
Admin Group
Joined: 29 Oct 2009
Online Status: Offline
Posts: 1587
|
Posted: 07 Jun 2017 at 5:55am |
|
Sounds like you will need a couple of sub-reports with the other date ranges. There are a few ways to get previous month date range (hopefully starting at the beginning of month and ending at the end of the month).
|
|
IP Logged |
|
Teddy555
Newbie
Joined: 23 Jan 2017
Online Status: Offline
Posts: 22
|
Posted: 07 Jun 2017 at 6:15am |
|
I was actually considering that, however i would need variances from the current year and periods compared to the previous year same periods . It is possible to subtract figures from two different reports right ?
Regards,
Teddy
|
|
T.Calderon
|
|
IP Logged |
|
Teddy555
Newbie
Joined: 23 Jan 2017
Online Status: Offline
Posts: 22
|
Posted: 07 Jun 2017 at 7:54am |
|
subreport seems to work however , the spacing is very bad . one record is being displayed from my main report and all records from the sub are being showed.
-Teddy
|
|
T.Calderon
|
|
IP Logged |
|
kevlray
Admin Group
Joined: 29 Oct 2009
Online Status: Offline
Posts: 1587
|
Posted: 07 Jun 2017 at 9:11am |
|
You did not mention which section you put the sub-report. Normally I try to put sub-reports in a report footer.
|
|
IP Logged |
|
Teddy555
Newbie
Joined: 23 Jan 2017
Online Status: Offline
Posts: 22
|
Posted: 07 Jun 2017 at 9:27am |
|
Ok , i will do so and Update you .
|
|
T.Calderon
|
|
IP Logged |
|
Teddy555
Newbie
Joined: 23 Jan 2017
Online Status: Offline
Posts: 22
|
Posted: 08 Jun 2017 at 5:11am |
|
That method Doesnt work , and the subreports are placed in the group footer of the report.
|
|
T.Calderon
|
|
IP Logged |
|
kevlray
Admin Group
Joined: 29 Oct 2009
Online Status: Offline
Posts: 1587
|
Posted: 08 Jun 2017 at 6:40am |
|
So you should have some records in the detail, then in the Group Footer, then sub-report should run. Not sure what kind of spacing issues you would be having. You should be able to collapse/hide sections. Any text boxes can be set to grow, thus they can start small then automatically grow to final size.
|
|
IP Logged |
|
Flyfisher
Newbie
Joined: 11 Apr 2011
Online Status: Offline
Posts: 6
|
Posted: 09 Jun 2017 at 7:52am |
|
I'd do all one report with date parameters based on the invoice date.
Then use running totals for your yearly totals.
|
|
IP Logged |
|
Teddy555
Newbie
Joined: 23 Jan 2017
Online Status: Offline
Posts: 22
|
Posted: 20 Jun 2017 at 4:58am |
|
I was able to accomplish the report by setting parameters to work with formulas. E.G , to get the data for 1 month , my formula would be " if {?Period}={Table.Period} and {?Year}={Table.YR} then (rest of formula) this would pull the data for the period selected in the paramaters. Also to get the name of the month , i just created another simple formula to say " if {table.Period}=4 then " January " .
The report was rather easy to design , just had to think a little harder and i got it done.
|
|
T.Calderon
|
|
IP Logged |
|
|
|
