Tuesday, September 17, 2013

Sales line item report

Hello,


Thanks for your post.

Supporsing that you retrieve the following fields from the data source: Item_ID, Document_Date, Document_Amount. And you want to get the aggregate values of the field "Document_Amount" based on the date specify in the parameters: Sales_Start,Sales_End, Compare_Start,Compare_End. If I understand correctly, please refer to the following steps to design the report:

1. In the report design surface, add a Matrix data region.

2. Add the field "Item_ID" as the row group into the Matrix.

3. In the detail cell, specify the value expression for the cell with following expression:

=SUM(IIF(Fields!Document_Date.value>=Parameters!Sales_Start.value and Fields!Document_Date.value<=Parameters!Sales_End.value,Fields!Document_Amount.value, 0))

4. Add a new column inside the group "Item_ID" in Matrix and specify the value expression as follows:

=SUM(IIF(Fields!Document_Date.value>=Parameters!Compare_Start.value and Fields!Document_Date.value<=Parameters!Compare_End.value ,Fields!Document_Amount.value, 0))


If I have any misunderstanding, please let me know and elabotate your requirement.


Regards,

Fanny Liu




Fanny Liu

TechNet Community Support



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