9 Replies Latest reply: Feb 29, 2016 12:55 AM by jagan mohan rao appala RSS

    How to manage sales by month ?

    PAUL YEO

      Hi All

       

      When i using QV to present YTD sales or YTD month close sales.  For example Now is Feb 29.

      I can use the SET expression to present the sales.

      1 Jan till 29 Feb sales. YTD month closed. by select month=2.

       

      sum({$<year = {$(=max(year))}, month = {"<=$(=max({<year={$(=max(year))}>} month))"}>} $(ColumnDim51)/$(Columndim89)/1000)

       

      1 Jan till End Jan sales. YTD month closed. by select month=1. using the same above expression.

       

      When i using QS i can only present YTD sales or YTD month close sales. Due to it does not advise to make use of button to set month = 2 , I need to make use of 2 expression ,in order to display YTD sales or YTD month close sales.

       

      As one thing i notice , from the demo program for QV , every page have month for user to click . where in QS design , it does not have month field year field for user to click the month and year they like.

       

      Hope some one can advise me what is the work around ?

       

      Paul

        • Re: How to manage sales by month ?
          jagan mohan rao appala

          Hi,

           

          Try like this

           

          sum({$<year = , month =, DateFieldName={'>=$(=YearStart(Max(DateFieldName)))<=$(=Max(DateFieldName))'}>} $(ColumnDim51)/$(Columndim89)/1000)


          Hope this helps you.


          Regards,

          jagan.

            • Re: How to manage sales by month ?
              PAUL YEO

              Hi Jagan

               

               

              Thank you for your sharing.

               

               

              If you look at my Table 1 expression from you , when i click on the Blue buttom , it will display sales from 1 jan till 29 Feb. meaning it display YTD sales. from 1 jan till today.

               

              But for Table 2 expression commonly use by QV , i can change the display of sales amount by change the month =1 or 2

               

              My question is if i using Table 1 exopression from you , during 1 March , it will compare sales of 3 month for CY ( which is only 2 month 1 day. vs Last year 3 month.

               

              Another example if base on your expression ( Table 1 ) for sales target it will display Jan till march, but for sales it will display 2 month 1 day since tomorrow is 1 march. which is not fare compare.

               

              So i need to change your expression ( table 1 ) to YTD month close ( jan till Feb ) .

               

              Enclosed my QV Doc

               

              Paul