Creating Sales Analysis Report in B1

Can someone please help me with writing a query to pull Sales Analysis Report sorted and grouped by Sales Employee and Business Partner.
The report contains the following columns:
Sales Employee Name and Number, Business Partner Name & Number, Current Month Sales (or the month specified in the report parameter), Same Month's sale last year, YTD-Current Year, YTD-Previous Year
Also, if you are interested in working on small Business One projects, please contact me with your resume, rate and location. You can work remotely.
Thanks

Hi Sam,
Please check below links and modify according to your requirement.
Sales Analysis query
Re:Query for Statewise Sales Analysis Report involving two years..!!
by below link you can take reference of Queries.
My Top SQL Queries for SAP Business One
Hope this helps
Regards::::
Atul Chakraborty

Similar Messages

Sales Analysis Report service warehouse wise

Dear Experts,
I've configured 4 service warehouses to an item in SAP B1 8.8 PL:16. And now I want to see sales analysis report of that particular item against each service warehouse. But from the Sales Analysis or purchase analysis report I can't able to see service warehouse wise sales quantity & amount.
N.B.-Those items are created as Sales & Expense item only, no inventory.
Plz help.
Subrata

Hi Subrata,
in this case you need a customized report trough Query or through Crystal Report.
regards,
Fidel

Hide Particular Item Group from Selection Criteria of Sales Analysis Report

Hello Experts,
Is this possible to Hide Particular Item Group from Selection Criteria of Sales Analysis Report?
I have one Item Group as 'Special Items'.
Now, when I open Item wise sales analysis report, I want to hide above mentioned group from selection criteria.
Thanks in advance.
Best Regards,
Pankit Sheth

Hi,
1. Not possible to put validation for selection criteria windows.
2. In standard, I don't think it is possible to hide only one item group.
3. Alternatively don't give authorization to user for running sales reports. If still need create customized query and ask user run every month.
Thanks & Regards,
Nagarajan

Adding Data Field to Sales Analysis Report

Does anyone know how to add data fields to Sales Analysis Reports, either in PLD or CR? On Sales Analysis by Customer, I need to add the total quantities for all items sold for the sales included in the report, excluding negative quantities.
Thank you,
Avraham

Hi Avraham.......
You can create your own Query Report for getting all the desired outputs and it will be easy to show in reports also.....
Regards,
Rahul

Inaccurate Sales Analysis Report

Hi all
Our client has requested an option to print Sales Analysis result with a restriction to filter by types of credited Sales Revenue account. Sometimes the Credited Sales account is not a genuine Sales account but other Freight Charges or Clearing account which has to be differentiated for reconciliation with General Ledger.
Kedalene Chong

Hello,
This option is not available in SAP Busines One for the time being. We will consider it as a candidate for one of the next major released. Thank you.
You may try to create own Sales Analysis report via Crystal Reports or adjust one of the available Sales Analysis XL Reporter templates to filer by G/L Accounts involved.
Peter Dominik
B1 Solution Management

Query to mimic the items tab of the Sales Analysis report.

Hi there,
I'm currently looking to create a query that mimics the behaviour of the Sales Analysis report in B1. The items tab of the Sales Analysis report provides all the data I require - the only issue is that I would like to merge this data with some other data regarding current on hand stock quantities etc. and therefore I would like to be able to pull out the query behind the Sales Analysis report.
I'm assuming this cannot be done and therefore I'm attempting to build a query to replicate the results. The query needs to show Item No, Item Description, Quantity Sold, Sales Amt (in system currency), Gross Profit and Gross Profit % for items within a given period.
If this can be done relatively easily, can the query then be modified to show all items (including items that haven't sold in the date range) merely with '0' for Quantity Sold, Sales Amt etc. if the item hasn't been sold in the period, and the appropriate figures if each of these columns if the item has sold. I assume some kind of CASE statement can be used to generate this.
So the query needs to show Item No, Item Description, Current quantity in stock, Quantity Sold, Sales Amt (in system currency), Gross Profit and Gross Profit % for all items within a given date range.
I hope you can assist me with this problem.
Thanks
Grant.

Hi,
Thanks Gordon that was exactly what I needed.
I've been trying to add some additional columns to the query but I'm experiencing some errors and I can't quite tell why.
Basically, here's the code from another working query I have which I wish to merge into the query you've suggested above:
SELECT T0.[ItemCode],
T0.[ItemName],
T3.[ItmsGrpNam],
T4.[Name] AS [Sub-Category],
T5.[Name] AS [Sub-Sub-Category],
T0.[CardCode] AS [Pref Supplier],
T6.[FirmName] AS [Brand],
T0.[U_Range],
T0.[OnHand],
CASE WHEN T0.[StockValue] = 0 THEN 0 ELSE T0.[StockValue] END AS [StockValue],
T1.[Price] AS [PBK GBP Price],
CASE WHEN T0.[OnHand] = 0 THEN T0.[LastPurPrc] ELSE T0.[StockValue]/T0.[OnHand] END AS [Ave Cost],
CASE WHEN T0.[OnHand] = 0 THEN T1.[Price]-T0.[LastPurPrc] ELSE CASE WHEN T0.[OnHand] > 0 THEN T1.[Price]-T0.[StockValue]/T0.[OnHand] END END AS [Margin],
CASE WHEN T0.[OnHand] = 0 AND T0.[LastPurPrc] = 0 THEN 0 ELSE CASE WHEN T0.[OnHand] > 0 AND (T0.[StockValue]/T0.[OnHand]) = 0 THEN 0 ELSE CASE WHEN T0.[OnHand] = 0 THEN (T1.[Price]-T0.[LastPurPrc])/T1.[Price]*100 ELSE CASE WHEN T0.[OnHand] > 0 THEN (T1.[Price]-T0.[StockValue]/T0.[OnHand])/T1.[Price]*100 END END END END AS [Margin %],
T0.[LastPurPrc]
FROM [dbo].[OITM] T0 INNER JOIN [dbo].[ITM1] T1 ON T0.ItemCode = T1.ItemCode INNER JOIN [dbo].[OITB] T3 ON T0.ItmsGrpCod = T3.ItmsGrpCod LEFT OUTER JOIN [dbo].[@U_SUBCATEGORY] T4 ON T0.U_Subcategory = T4.Code LEFT OUTER JOIN [dbo].[@U_SUBSUBCATEGORY] T5 ON T0.U_SubSubCategory = T5.Code INNER JOIN OMRC T6 ON T0.FirmCode = T6.FirmCode
WHERE T0.[OnHand] >= 0 and T0.U_Range not in ('E','X')
ORDER BY T0.[ItemCode]
Essentially I just wish to add the fields which are specified in the query above, but not in the query you've already suggested:
SELECT T0.ItemCode,
Max(T0.ItemName),
Max(IsNull(T0.OnHand,0)) 'In Stock',
SUM(IsNull(T1.Quantity,0)) 'Quantity',
Sum(IsNull(T1.LineTotal,0)) 'Sales Amt',
SUM(IsNull(T1.GrssProfit,0)) 'Gross Profit',
Case WHEN Sum(Isnull(T1.LineTotal,0)) = 0 THEN 0 ELSE
SUM(IsNUll(T1.GrssProfit,0))/Sum(Isnull(T1.LineTotal,0)) * 100 END 'Gross Profit %'
FROM dbo.OITM T0
LEFT JOIN dbo.INV1 T1 ON T1.ItemCode=T0.ItemCode
LEFT JOIN dbo.OINV T2 ON T2.DocEntry=T1.DocEntry AND T2.DocDate Between [%0] AND [%1]
GROUP BY T0.ItemCode
I was hoping it would be fairly straight forward but so far I've had limited success.
What am I missing here?
Thanks in advance!

Sales Analysis Report Problem

Hi all.
I would be glad if I could get a response for this question from someone at SAP. Though all responses are very welcome.
There seems to be an error on the Sales Analysis report. The report runs fine with selection criteria for Customers and Sales Employees but when you run it with the Items Selection Criteria it returns the correct rows but wrong amounts in the Gross Profit and Gross Profit % columns which also means that the totals are also wrong.
I have tried to follow the issue but everything seems to be OK.
My last resolution is that there may be something wrong with the stored proc that B1 runs to produce this report.
Please help! Urgent.

Wilfred,
You should create a message with SAP Support on this issue.
Eddy

Sales Analysis Report by Items - How to chart it

The sales analysis report by items is great for us but I notice that there is no way of getting a bar chart for example at that initial report level. Only when you drill down in to a group does it show the charts.
Is is possible to get the Items Groups summary sales report in to a chart?

Hi Ricky.....
Chart waise Graphical Representation is given by SAP and it can be easily done in XCelcius.
All you need to do is you have to create your own report and put this report in XCelcius.
It is recently launched.....
Regards,
Rahul

Wrong Qty Showing in Sales Analysis Report

Dear All
When we run Sales Analysis Report Item Wise by selecting Delivery Note in the selection, then it shows '0' or '-1' in Quantity field. It should show totat quantity delivered of each item.
Can anyone elaborate this why it happens?
Thanks and Best Regards
Nabeel

Dear Rahul
I haven't unblocked negative inventory check. But that will not create any affect in Sales Analysis Report.
Regards
Nabeel

Sales analysis report by warehouse?

Hi there,
Is there a way to run the standard sales analysis report in SAP B1 by warehouse? Or is it just able to run at company level?
If it can't be run over a specific warehouse would a query have to be written?
Regards
Steve Lowery

Hi Steve,
The warehouse report is not available in natice SAP reporting. You can create a query for it.
I have created the property in BP master data for each warehouse. Each customer is assigned a warehouse property. It worked for us because our customers are preset to ship from assigned warehouse.
It might work for you.
Thanks,
Anu

Sales Analysis Report per Sales Employee with BP Reference No

Hi All,
I need your assistance in creating a query that balances back to Sales Analysis Report but I require the BP Reference No to show per row. I have created 2 queries through Query Generator. The 1st contains the OINV and OSLP tables with Fields: DocNum, NumAtCard, SlpName, DocDate, CardCode, CardName, DocTotal
The 2nd contains the ORIN and OSLP tables withe the same Fields.
I need to combine these 2 queries and I need assistance with the DocTotal. I need the amount before tax.
This report needs to balance back to the SAP B1 Sales Analysis Report.
Your assistance would be appreciated.
Regards,
Desiré Janse van Rensburg

Thank you for your assistance! After googling a few pages I came across this query. I adjusted it to comply to my needs.
Herewith query if you guys are interested:
SELECT
T0.DocNum AS 'Invoice Nr',
T0.NumAtCard AS 'Customer Ref Nr',
T1.SlpName AS 'Salesperson',
--T0.SlpCode AS 'SP Code',
T0.DocDate AS 'Posting Date',
T0.CardCode AS 'Customer Code',
T0.CardName AS 'CustomerName',
'Credit Memos' AS 'Doc Type',
((T0.DocTotal) * -1) AS 'Total Docs',
(((T0.DocTotal - T0.VatSum) - T0.TotalExpns) * -1) AS 'Product Sales',
((T0.GrosProfit) * -1) AS 'Gross Profit',
CASE
WHEN (((T0.DocTotal - T0.VatSum) - T0.TotalExpns) * -1) = 0.00 THEN 0.00
ELSE (((T0.GrosProfit) * -1)/(((T0.DocTotal - T0.VatSum) - T0.TotalExpns) * -1)) * 100
END AS 'Gross Profit %',
((T0.PaidToDate) * -1) AS 'Paid To Date',
((T0.DocTotal - T0.PaidToDate) *-1) AS 'Open on Docs'
FROM ORIN T0
INNER JOIN OSLP T1
ON T0.SlpCode = T1.SlpCode
WHERE
(T1.SlpName LIKE '%%[%0]%%' OR '[%0]' = ' ')
AND T0.TaxDate >= '[%1]'
AND T0.TaxDate <= '[%2]'
UNION
SELECT
T0.DocNum AS 'Invoice Nr',
T0.NumAtCard AS 'Customer Ref Nr',
T1.SlpName AS 'Salesperson',
--T0.SlpCode AS 'SP Code',
T0.DocDate AS 'Posting Date',
T0.CardCode AS 'Customer Code',
T0.CardName AS 'CustomerName',
'Invoices' AS 'Doc Type',
(T0.DocTotal) AS 'Total Docs',
((T0.DocTotal - T0.VatSum) - T0.TotalExpns) AS 'Product Sales',
(T0.GrosProfit) AS 'Gross Profit',
CASE
WHEN (((T0.DocTotal - T0.VatSum) - T0.TotalExpns)) = 0.00 THEN 0.00
ELSE ((T0.GrosProfit)/((T0.DocTotal - T0.VatSum) - T0.TotalExpns)) * 100
END AS 'Gross Profit %',
(T0.PaidToDate) AS 'Paid To Date',
(T0.DocTotal - T0.PaidToDate) AS 'Open on Docs'
FROM OINV T0
INNER JOIN OSLP T1
ON T0.SlpCode = T1.SlpCode
WHERE
(T1.SlpName LIKE '%%[%0]%%' OR '[%0]' = ' ')
AND T0.TaxDate >= '[%1]'
AND T0.TaxDate <= '[%2]'
Thanks again for the replies!

Sales Analysis Report Additional Field for viewing

Good Day Experts!
Is it possible for us to display an additional field to be viewed in Sales Analysis Report?
I'm talking about a vacant field from BP Master data, and somehow append it into form settings and put it into the report?
Is there any store procedures that we can look for prior to this matter? Our client need something more on that particular issue.
Thank you very much

Hi Elmar,
It is not possible to add field on SAP sales analysis report , but you can create report based on query with required fields.
Check http://wiki.sdn.sap.com/wiki/display/B1/D-SLSalesARModuleSQLPostedto+Wiki link for some sales queries , it might help you.
Thanks,
Neetu

Sales analysis report- showing & totaling both Invoices & Credit memos on o

I have written a Several sales analysis reports based on INV1 tables and RIN1 tables, (Invoice lines and Credit memo lines) for SAP B1 using crystal. I would like the data from both the invoices & the credit memo to list & total on the same report. But have had no luck doing this.
Is it possible?
How would I go about doing it?

Solved my problem, I used the "Show SQL Query" window on my existing reports copied and pasted them to SQL Management Studio as a View, used keyword Union All to join the two queries (Invoices and Credit memos) and used the view as the data link to create a new report in Crystal Report writer.
This got me both of the data files into the report detail line and allow for summing.
Problem solved.
Thanks for the input.

Mismatch - Profit and Loss Account and Sales Analysis Report

There is a mismatch between Sales Analysis Report and Profit and Loss account Sales Figure.
What will be the reason?

Hi Nishiraj.......
then you must update or create new Financial Report template for Profit And Loss Account and then check.
For creating Financial Report Template please check this.....
Financial--> Financial Report Template.
http://help.sap.com/saphelp_sbo88/helpdata/en/45/10c8c90b9941dfe10000000a1553f6/content.htm
Regards,
Rahul

How to display customer name in sales analysis report (item) layout

Hi,
Currently I try to run the sales analysis report by item with secondary selection on customer from & customer to.
Is it possible for the layout to display the customer from & customer to.
I try to look for the table name OFLT, but I cannot find it.
My main concern is to display the customer name in the layout for sales analysis by item.
Thanks

Hi,
The table OFLT stores selection criteria for all form. If there is no customer name/code in system PLD, it is very hard to find table or system variable.
Tried to get customer name, not successful.
Alternatively can try to create customized query to get additional field in sales analysis report.
Thanks & Regards,
Nagarajan

Creating Sales Analysis Report in B1

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