Sales Profitability by salesperson and customer, add Net sales for prior month and prior year.

Question

I have a bit of a complex task given to me that I suspect is reliant on Parameters but I have no idea on how to go about having multiple date parameters existing at the same time without causing conflicts or maybe I am going about this wrong.

So in the report as it currently exist there is only a start date and end date Parameter, what I need to do is get another field within the report that pulls the net sales for a month prior to the selected start date/end date and then the net sales from the previous fiscal year.

the Net sales is pulled from ARTran.NetSale like this =sum([ARTran.NetSalesAmount])

malintha · Accepted Answer

Hi@BrendanL,For net sales for a month prior, you can use a sub report to get the relevant value. After passing the relevant Date parameters from the main report to sub report, you can set a simple formula for the Date parameter of the Sub Report from the Filters tab in the Schema Builder like this “=[@DateFrom].AddDays(-30)”. And also as the sub report, I think that you can use a copy of this same main report by doing some customizations like removing unnecessary fields andTable Relations.

BrendanL · Answer

Hi@BrendanL,For net sales for a month prior, you can use a sub report to get the relevant value. After passing the relevant Date parameters from the main report to sub report, you can set a simple formula for the Date parameter of the Sub Report from the Filters tab in the Schema Builder like this “=[@DateFrom].AddDays(-30)”. And also as the sub report, I think that you can use a copy of this same main report by doing some customizations like removing unnecessary fields andTable Relations.@malinthawarnakulasooriya08I will have to take a look at utilizing a sub report as I have no experience implementing that yet, thanks for the suggestion.

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