Hi guys,
We're trying to produce a report in Sales Analysis that produces sales by category for individual customers. My main question is how do I add additional categories without adding them all (skipping a few in between my list)?

Any advice is appreciated.

Thanks!

Hi Erin,

How did you want to generate the report? From an on-line inquiry, or a customized reporting tool such as GridView or Crystal Reports?

On-line inquiries in SalesAnalysis allow choosing a single range of codes for any particular field, such as categories or customers. So if you wanted to combine a number of non-consecutive categories for a customer, you would have to use a different tool such as GridView to do this.

With GridView, all you would require is 2 inquiry windows, one for the customer list and another for the Sales Analysis transactions. Create a filter for the Sales Analysis inquiry to select all of the categories of interest. Then link the customer inquiry to the Sales inquiry to select one or more customers. This is a pretty straitforward workspace in GridView.

If you wanted a more ad-hoc inquiry, to see customer sales for a 'random' combination of categories, it is possible to create a workspace that 'joins' customer and category linking to a sales inquiry, so you could multi-select any combination of customers and categories to see the sales for any date range.

I have attempted to set-up a Gridview for my purposes, but am struggling with what I need. Is there a way in Gridview to subtotal not as a whole, but per category in a row?

I ultimately want a report that shows me by customer # the total dollars spent in 11 categories...totaled by category for specific dates (which I'm assuming would be calculated columns?).

TGIF!

If you'd like to see all that on one line, you'll want to summarize by customer and have calculated columns that only accrue any value if the category is x. Filter out any sales you do not want to see in the totals and call it a day!

Hello Erin,

Do you want a row for each customer and a column for each Category, or a row for each Customer/Category combination? Is the date range the same for every total (a single range for the report) or different dates for different columns?

Use a Filter to select the 11 categories if you have more than 11.
Define a Sort Sequence - Customer and Category and tick Summarize.

This is what I'm looking for exactly:

I think I have it except for calculating the date ranges. How do I get the specific sales into the calculated date columns? These formulas confuse me.

Yes, you should take Michael's suggestion and then use 4 calculated columns to parse out and then add up the date-range specific totals you're looking for.

Use an if statement that resolves to either the sale amount or 0, based on the transaction date's relation to the current date. When you summarize by customer and category, the subtotals in each column will be accurate for that cust/cat and date combination.

Hi Erin

There is really good training available on GridView by watching the recorded webinars - http://www.softrak.com/support/training/webinars.php . Since you are posting on this forum you have a user ID already, which you will need to download and watch.

Of course you could also read the manual. But most people consider that a last resort.

Steve