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dashboard - year over year sales

  • 16 February 2023
  • 2 replies
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I am trying to create a GI to show this years sales data compared to LY sales. Any ideas how to get started with this? I have pulled the data since @yearstart and for where docdate >= @yearstart-1 and docdate<= @yearstart-1. How can I show those on the same line graph?

 

2 replies

aaghaei
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Whatever you want to show on axises will need to be in one column. So in your case you will need 2 columns in your result grid (of course you can have more columns but for sake of DB I mean). One column is going to be Year and another one Amount or Quantity. The qry or amt is straight forward. For the year column you will need to use a formula that extracts the fiscal year based on a fixed value comparison or a cutoff month parameter. Possibly the easiest way is to get the left 4 digit of TranPeriod or FinPeriod. Something like =Left(DAC.TranPeriodID, 4) or get year from DocDate something like =Year(DAC.DocDate)

In DB then you will use this formulated column let say you call it Year, as axis and Amount as value and you can have a comparison column chart

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Doug Johnson
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Userlevel 7
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@jsparks62 User @aaghaei described the solution. I had to do something like this a while ago using Sales Orders so I thought I would share some screen shots.
 

Inquiry Results Grid (last line is if you want trailing twelve months)

Resulting Dashboards

Data Conditions select Order Dates between @YearStart-4 and @YearStart (favors Calendar) select Order Dates between =DateAdd(Today(), ‘y’, -4) and Today() if you are using Trailing 12 Months 

 

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