Crosstab report

  • Thread starter Thread starter Al Newbie
  • Start date Start date
A

Al Newbie

I want to create a report that gives Sales YTD by month for each customer.

I get the relevant data from SQL Server and insert it into a local table and
then Run a crosstab query.

How can I make this in to a 12calendar month report?

Thanks
 
Al,
What i do is set up a new report where you use the crosstab query and group
by the year. That way you'd get a nice yearly report. What i also do is in
the footer of the year section i add 12 unbound boxes and set the control
property to =SUM([monthgoeshere]) that way you can get a monthly total if you
have several different products. I also do across calculations so that you
can get a total per year of each item and then the lower right hand corner
can also have a grand total of all items per the year. I hope that helps.


These are the steps for creating the report using your crosstab query.
1. Click setup report wizard
2. Under Tables/Queries select your crosstab query.
3. Select the fields you want to be displayed in the report. (Dates, sales
per month), then click next
4. Grouping level is by your Date, then click next.
5. the summary information i usually dont find useful so i never include it
(feel free if you wish)., click next
6. I choose the Align Left 1, click next
7. The report should be previewed
 
Are we supposed to assume that months go across the top and customers down
the left? Also, by YTD do you mean values like: Jan, Jan+Feb, Jan+Feb+Mar,
Jan+Feb+Mar+Apr?
 
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