Designing simple sales report
I am trying to create a Sales report from two tables: PRODUCT table and ORDER DETAILS table.
The Order Details table has the following fields: Order ID, Product ID, Unit Price and Quantity. The Order ID field is a primary key in another table called ORDERS.
The columns I want in my report are: Product code, Unit Price, Quantity Shipped and Sales. Product code and Unit Price are fields in the Product table and I can show them easily in my report. The problem I am having is displaying the Quantity Shipped and Sales columns. I have created two formulas to calculate this information.
Quantity Shipped formula: Sum ({Orders_Detail.Quantity},{Product.Product ID} )
Sales formula: {Product.Price (SRP)} * (Sum ({Orders_Detail.Quantity},{Product.Product ID} ))
These formulas seem to work well. The problem is that when I place them in my report, I get three rows for every product id. So I end up with three rows of the same information for every product in my report.
I am practicing with the xtreme.mdb that I downloaded from this website. Any help that you can provide would be much appreciated.
HI,
Thanks for the info.
Placing the information in the group header solved the problem of having rows appear multiple times. Now each product item appears only once.
HOwever, I am still unable to figure out how to show the quantity shipped for each item. I guess I will have to use the Quantity field in the Order_Details table. Doing a running total on this field in the group header just does a running total on the quantity field without being tied to specific product.
Your help is much appreciated.
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Edited by: MAHESH MUMAR on Oct 6, 2008 2:22 PM
Edited by: MAHESH MUMAR on Oct 6, 2008 2:32 PMmahesh,,,
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Should be a simple quetion but I just can't work it out, please help!
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3. Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
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What's the best way to approach this? Is it best if I create my own report? I haven't created any reports from scratch yet, so I'm not sure exactly how that works. I'd like to be able to group the salespeople up by location if possible. The sales analysis report doesn't really do that, but it is useful. I just don't want everyone to be able to see the numbers on their peers.
Thank you I appreciate any help or advice.Hi,
1. Each salesperson can lookup and view any sales order.
Answer:
Create own report by using query and save under query manager and the assign for all group. So that all sales person can run this query and can get sales order detail.
2. Each salesperson can run an sales report to view all his/her own open sales orders.
Answer:
Create individual query ( add condition in where clause slpname = 'XXX') for each sales person and save it under query manager and assign to particular user group
3. Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
Answer:
Create query for only particular team ( condition is slpname = XXX OR YYY OR ZZZ) and save under query manager. Make schedule report on this and send it to only particular manger
Same way create for another manager and schedule report.
4. The boss or other people working in corporate are able to run a report on all open sales orders
Answer.
Create query for all sales person and schedule report to big boss.
Hope you can get an idea.
Let me know if you need sales report ( advice required field)
Thanks & Regards,
Nagarajan
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