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Permalink Reply by Keeveshin Naidoo on Thursday

Hi Dan,

This can be achieved by use of a "pass through variable" in your container. You'll can use this variable to filter data in the report to a specified date range. You can find more information on how to set this up at the below link:

https://www.youtube.com/watch?v=03AdLdHRV8Y&t=936s

You can also find some helpful videos on our Sage 100 Intelligence Reporting YouTube channel: https://www.youtube.com/channel/UCLRKG4vc3IGc9zRHtI5zsUg

Hope this helps!

Kind regards,

Keeveshin

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Permalink Reply by Dan St. John on Thursday

Thank you for the response... Greatly appreciated!

I will check out the YouTube links.

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Permalink Reply by Doug Walker on Thursday

Are you looking to get Summarized Sales Totals or Detail (i.e. Invoice) Totals

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Permalink Reply by Dan St. John on Thursday

Detail -- Invoice Totals

I have attached a snapshot

Attachments:

• SampleComparison.pdf, 208 KB

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Permalink Reply by Doug Walker 6 hours ago

Dan - Attached is an example on how to get the Current Pd/Year and the Prior Pd/Year.

It's a Union report that has 2 sub reports. One for Current Pd/Year and one for the Prior Pd/Year.

There are 2 Pass-Thru Variables setup in each for Invoice Start Date & Invoice End Date.

The Pass Thru Variables are used in each container to filter the appropriate dates.

In the "Current" container the filter is set as follows:

WHERE AR_InvoiceHistoryHeader.InvoiceDate >= @StartDate@ AND AR_InvoiceHistoryHeader.InvoiceDate <= @EndDate@

In the Prior Container the filter is set as follows:

WHERE AR_InvoiceHistoryHeader.InvoiceDate >= (@StartDate@ -365) AND AR_InvoiceHistoryHeader.InvoiceDate <= (@EndDate@ -365)

The Current Data is outputted to Shee1 in the template and the Prior Data is outputted to Sheet3.

You can setup the Pivot Tables to link to the separate sheets.

Let me know if you have any questions

Attachments:

• Sales Comparison.al_, 49 KB

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Permalink Reply by Dan St. John on Thursday

Forgot to point out the report is filtered by Customer.

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Permalink Reply by Dan St. John 4 hours ago

Thanks, Doug!

I really appreciate the response.

Long time no talk. Hope all is well with you and yours.

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