Hi All, I have a bit complex task assigned to me.
I'm working on customizing a report in Acumatica Report Designer Sales Profitability by Customer Class report. I want to add a GroupBy parameter that allows grouping the data by Weekly, Monthly, Quarterly, Yearly, or 5-Year periods. Like if Select the Quarterly it should the prior 3 months data and it should be visible inside report too. Any Idea on how to this task?
Any help would be great.
Thanks
Best answer by bwhite49
I agree with
If you need to combine this into one report, you can group transactions based on formulas that you will need to write. There already is a table in Acumatica called DateInfo which will create some of these time buckets for you (quarters, weeks, etc.) to assist you in your formula writing.
So start by connecting these invoice/sales orders to the DateInfo table through the doc date field. Then create a combo parameter with these time options as a drop-down selector. From there you will need to write a couple formulas where iif the parameter = week, then group on the week field, else iif parameter is quarter then group on the quarter field, and on and on.
+4
Otherwise I would think that making a subreport for each type of grouping you’re looking to have and an option as a parameter to check which will hide the other subreports and only show the one relative to the parameter selected.
If it all must be done within a single report then maybe the Aging reports can provide some clues how to setup showing different amounts aged to the specified dates and then could display them in columns similar to the aging report.
+10I agree with
If you need to combine this into one report, you can group transactions based on formulas that you will need to write. There already is a table in Acumatica called DateInfo which will create some of these time buckets for you (quarters, weeks, etc.) to assist you in your formula writing.
So start by connecting these invoice/sales orders to the DateInfo table through the doc date field. Then create a combo parameter with these time options as a drop-down selector. From there you will need to write a couple formulas where iif the parameter = week, then group on the week field, else iif parameter is quarter then group on the quarter field, and on and on.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
