I have a report with multiple static columns relating to a customer, where I want to also list 3 separate items for different time periods for comparison in additional columns. I am not sure if I should try to do it with formulas for those time periods. I have tried to figure out crosstab reports, which seems straight forward on the surface, but cannot seem to accomplish what I want either. Suggestions would be appreciated.
Static Information Report columns are:
Group Branch Agent # ContactName CompanyName (followed by the repeating columns for time periods #FILES INVOICETOTL PAYMENTS BAL) These repeating columns would be monthly figures based on the invoice date which is not appearing in a column
EXAMPLE
GRP1 RP 1234 John James Simplifle Co 5 $3000 $2000 $1000 7 $300 $200 $100 The 5 $3000 $2000 $1000 is the info for January
the 7 $300 $200 $100 is the info for February
Hope this is making some sense
Related
I use Google sheet to record my revenue for months, but recently I have some trouble.
I offer both post-paid and prepaid service, so I have some customers prepaid for more than one month, while post-paid service would be charged each month because it's usage-based. In short, I have to distinguish prepaid and postpaid service, and the billing date, then sum the total amount I need to bill my customers.
I used to use the formula that simply multiply the prepaid service amount of the first month by payment cycle (how many months he prepaid), but recently it starts to go wrong because the amount would be different in each month.
I do search for some articles about sum the dynamic range, but soonly find it hard to use because I have to select my column conditionally, and even with mutiple columns to sum.
The sample of my sheet:
https://docs.google.com/spreadsheets/d/1x0-1ckpoCB6XZJOqkEYZzoqUP49F-tdisrMXKbxZ4kk/edit?usp=sharing
So the problem is: How to sum with the conditional dynamic range for my prepaid services? Please do not hesitate to give me some suggetion on my sheet. Thank you!
try:
=INDEX(LAMBDA(d, h, aa, bi, cr, e, MAP(A2:A7, B2:B7, C2:C7,
LAMBDA(a, b, c, IFERROR(IF((b="1st")+(NOT(ISERROR(SEARCH(TEXT(e, "M/D"), b)))), SUM(
IFERROR(FILTER(FILTER(d, h>=EOMONTH(e, 0)+1, h<(EOMONTH(e, c)+1)), aa=a, OFFSET(aa,,1)=bi, FILTER(d, h=cr)=0)),
IFERROR(FILTER(FILTER(d, h<e, h>=(EOMONTH(e, -c-1)+1)), aa=a, OFFSET(aa,,1)=bi, FILTER(d, h=cr)=1))),
SUM(FILTER(FILTER(d, h<e, h>(EOMONTH(e, -c+1)+1)), aa=a, OFFSET(aa,,1)=bi, FILTER(d, h=cr)=1))), "no match"))))
('My raw data'!C$2:$15, 'My raw data'!C$1:$1, 'My raw data'!A$2:A$15, "Billing", "Criterian", B8))
hope you all are good .I new to tally and I have a new situation ,I have provided the details below
1.we Own a supermarket and which contains some other departments as well
2.only one counter is available for this supermarket section
3.so the sales of other departments also get mixed with the total sale
Task :- when I enter this data into tally I have to show the other departments sales seperatly on balance sheet, how to achieve this
The Profit & Loss statement in Tally shows you the sales data of every Sales ledger separately. So, to have data on separate sales for separate departments, you will have to make different sales ledgers for different departments and make the entries accordingly.
If you are using combined single ledger for all sales, then you should make three ledgers now for sales of each of the three departments. If you are using sales ledger item wise or tax slab wise, then you need to create similar ledgers for every department and take care of choosing the right ledger when creating the voucher.
I have 10 different products (A,B,C),..,J)have multiple purchase dates (by various customers) and delivery dates. I want to see which products have the date difference of less than 5 days. If the date difference is less than 5 days, which products have customer rating less more than 3.If the above criteria is satisfied I want to fetch those products that has the minimum date difference from the queue along with the "Important_date".If there are same minimum date difference for a particular product then I would like to select the top one among the same product in recent times and mark the purchase date as the "Important_date".
The columns in the table are: Product,Purchasedate,deliverydate,date_difference,customer_rating.
I am trying to use case statements to solve the problem in PostgreSQL.
I am looking for an output which will give me all the columns of the table along with "Important_date."
I have a report that calculates a summary field by group location which I am calling a sub total. There is another summary field by company in group company section. We allocate corporate overhead costs based on volume of revenue. I need to take the location total revenue and divide by the overall company revenue to get the % of volume. My problem is that I cannot get the company total into the location group row without effecting the numbers. I have tried to create a running total field to get the total. I have tried referring to the main report to get the company total and I have tried summarizing the location totals but I cannot summarize a summarized field. Any suggestions would be really helpful, thank you!
Company Locations---------- Total Revenue-------- % of Volume
California------------------------ 500,000----------------- 500,000/950,000 ?
New York ---------------------- 300,000
Ohio ---------------------------- 150,000
Company Total: -------------- 950,000
This looks like the same thing I am trying to do but I don't understand the answer yet..
http://www.experts-exchange.com/questions/27749404/Crystal-Reports-XI-fixed-value-for-denominator.html
your best option is creating a subreport on the report header to calculate only your total revenue and then using it on your main report through a shared variable.
if sum({totalRevenue},{location}) > 0 then
sum({totalRevenue},{location})
/
sum({totalRevenue})
I'm a beginner with Crystal Reports. I'm using Crystal Reports 2013, and I've made a report with a structure like:
<Person>
<date>
<sale amount>
<sale amount>
<sale amount>
So I'm grouping by Person, and then by date. (And sorting by time). Now, Crystal Reports decided to also group my data by the week. That's perfectly okay by me. But how do I calculate the weekly total sales?
More specifically, I don't know "why/how" the report is automatically grouping by week.
So here's what I've tried: I created a running total field for the sale field. But:
If I set it to group on the date field, it groups daily. (Fair enough, except it's inconvenient)
If I set it to group on the person field, it keeps a running total of all sales through that week.
Here's the thing though: I'd like the report to group the data into weeks by default, and keep a weekly total. But I'd also like to include the option to group the data into months, and have the running total know that it should be a monthly running total. So far, I've only seen a way to keep a daily running total.
So, I guess specific my question is what group is Crystal Reports grouping by when it automatically groups by week? If this is the wrong question, any other advice to achieving my goal would be helpful, though.
Thanks!
Its your running total that's probably doing it.
Have you tried using the sales amount field straight away and then insert Summation of the field on the group footers? YOu may not need to use running totals.