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Thread: Report Help

  1. #1
    Member
    Real Name
    Tom Bucco
    Join Date
    Aug 2011
    Location
    Cleveland
    Posts
    2

    Default Report Help

    I am reviewing this software for possible purchase for the company I work for. I am trying to create a report that I was asked for to help them seal the deal as I have done other reports.

    It is simple but I am having trouble. Basically I can use the Sales Item Detail report in QB as a starting point. I need

    Name (customer name), Last Date Purchased in 2010, Last date Purchased in 2011 (if appl)

    Example:

    Saint Joe's 05/21/10 04/25/11
    Saint Pete's 09/30/10

    I am pulling over Item to get the dates an, of course, everyone is listed as is the company name.

    Any ideas?

    Tom

  2. #2
    "Certified" Alphaholic
    Real Name
    Mike Christensen
    Join Date
    Nov 2005
    Location
    Michigan U.P.
    Posts
    5,937

    Default Re: Report Help

    Sounds like you just need to group by customer and add calculated fields for the maximum last purchase date for each year....using the tablesum() function would almost do this but many times a customer will have multiple "last dates" and so the result would not be accurate in this case. I would instead create an Summary operation which would be filtered on the maximum dates and summarize them for each customer. I believe the summary operation will show all the dates that are maximum---if not then xbasic (the programming language that is available to us would have to be used).

    The results of the operation could then be linked to a table currently the report is using.

    ....or what I do is to duplicate my report table from the passive linked one and only have the necessary fields....then add the maximum date fields to that table---then after a refresh I only append the necessary fields to the one I created from the passive linked one.

    This may seem complicated at first, but once done you will find it is not.
    Mike
    __________________________________________
    It is only when we forget all our learning that we begin to know.
    It's not what you look at that matters, it's what you see.
    Henry David Thoreau
    __________________________________________




  3. #3
    Volunteer Moderator
    Real Name
    Alan Buchholz
    Join Date
    Oct 2000
    Location
    Delavan, Wisconsin
    Posts
    9,628

    Default Re: Report Help

    Tom

    I'd start with the sales table - summarize by customer and build a couple of calculated fields for the years you are showing.

    Come to the webinar on Thursday and we'll help you build this report.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.

  4. #4
    Member
    Real Name
    Tom Bucco
    Join Date
    Aug 2011
    Location
    Cleveland
    Posts
    2

    Default Re: Report Help

    Thanks, I will try! Tom

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