Tuesday, April 9, 2019

Search to display value per year (row) and per month (column)

To calculate Yearly Sales across all months:

Example Result:

YearJanFebMarchAprilMay
2008  1,000.00       95.00     560.00     450.00     960.00
2009  1,001.00     100.00     700.00     444.00     750.00
2010  1,002.00     500.00     800.00     350.00     100.00

1. Navigate to Reports > New Search.
2. Select Transaction type
3. Click Create save search button.
4. Under Criteria Tab, Standard Subtab, set the following:
-- Type = Sales Order
-- Main Line = True
5. Under Results Tab, Columns subtab:

- Formula (Text) > Summary Type = Group > to_char(to_date({trandate}),'YYYY') > Custom Label = Year
- Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '01') then {amount} else 0 end > Custom Label = Jan
- Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '02') then {amount} else 0 end > Custom Label = Feb
- Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '03') then {amount} else 0 end > Custom Label = March
-Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '04') then {amount} else 0 end > Custom Label = April
-Formula (Currency) > Summary Type = Sum > case when ((to_char(to_date({trandate}),'MM')) = '05') then {amount} else 0 end > Custom Label = May
- until December

6. Under Available Filters tab, set Date to Show in Footer = True.
7. Rename.
8. Save and Run.

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