Summary dashboard question - fiscal year and fiscal period

Yahoo Archive
1
Brad:

You can use criteria for these selections � version 9 �

Fiscalyear = specific constant

You can get the current fiscal year by using a specific constant � selection
field would be fiscalyear

For the constant value, type if month(today) = 1 then year(today) � 1 else
year(today) in the value box

Fiscalperiod = specific constant

For the previous period. you would use a specific constant value of

If month(today) > 1 then month(today) - 1 else 12

You would type in the above examples in the value box � constant value.

I hope this helps.

Carl Peterson, CPIM
Nexus Software, Inc.
734-812-9532



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
brad_boes
Sent: Tuesday, November 01, 2011 6:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: summary dashboard question


I ended up "hard-coding" the date in the BAQ criteria as Fiscal Year = 2011.
this gets me a fiscal YTD number as well as last years #'s.
I have not yet gotten a "last fiscal period" method without changing the
fiscal period manually each month.

Brad Boes
Metalworks

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"dcabreraqc" <dcabrera@...> wrote:
>
> Hi everybody,
> We work with Vantage 8.03.408B and i need to pass the report to a
dashboard.
> I want to know the invoiced sales summarized by date and products.
> i tried it with :
>
> for each InvcHead where ( InvcHead.Company = Constants.CurComp AND (
InvcHead.InvoiceDate = 08/04/2011 AND InvcHead.InvoiceDate <= 10/27/2011))
no-lock , each InvcDtl where (InvcHead.Company = InvcDtl.Company and
InvcHead.InvoiceNum = InvcDtl.InvoiceNum) no-lock.
> (Invcdtl is a summarized table)
>
> But i only have the total.
> How can i show the products, the date provided, the inventory unite and
their quantite(�")?
>
> Thank you :)
>
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"brad_boes" <bboes@> wrote:
> >
> > Perfect! I was close, but not quite and would not have gotten there
without your help. Thank you.
> >
> > You gotta love this group...
> >
> > Brad Boes
> > Metalworks
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Kirstin Brandt" <kirstin.brandt@> wrote:
> > >
> > > Brad - I have a version of this, but it's not exactly what you want
and it's written for multi-company in 8.03.405. In case it helps, my query
is:
> > >
> > > for each Customer no-lock , each InvcHead where ( InvcHead.FiscalYear
= Constants.FiscalYear) and (Customer.Company = InvcHead.Company and
Customer.CustNum = InvcHead.CustNum) no-lock by Customer.Name.
> > >
> > > (InvcHead is a summarized table.)
> > >
> > > I know there are changes/improvement in BAQs in 9, but maybe this will
help you get started?
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"brad_boes" <bboes@> wrote:
> > > >
> > > > We are on 9.05.603 and I am trying to build a BAQ/dashboard that
shows invoiced sales summarized by customer.
> > > >
> > > > We have this report in crystal currently, but I would like to learn
how to do this in a BAQ/dashboard if possible.
> > > >
> > > > Does anyone have a summary BAQ like this that they would be willing
to share?
> > > >
> > > > My end result "product" would be a top ten customer dashboard for
last week, last fiscal month or last fiscal year.
> > > >
> > > > Thanks in advance.
> > > >
> > > > Brad Boes
> > > > Metalworks
> > > >
> > >
> >
>

_____

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[Non-text portions of this message have been removed]
2
We are on 9.05.603 and I am trying to build a BAQ/dashboard that shows invoiced sales summarized by customer.

We have this report in crystal currently, but I would like to learn how to do this in a BAQ/dashboard if possible.

Does anyone have a summary BAQ like this that they would be willing to share?

My end result "product" would be a top ten customer dashboard for last week, last fiscal month or last fiscal year.

Thanks in advance.

Brad Boes
Metalworks
3
Brad - I have a version of this, but it's not exactly what you want and it's written for multi-company in 8.03.405. In case it helps, my query is:

for each Customer no-lock , each InvcHead where ( InvcHead.FiscalYear = Constants.FiscalYear) and (Customer.Company = InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock by Customer.Name.

(InvcHead is a summarized table.)

I know there are changes/improvement in BAQs in 9, but maybe this will help you get started?

--- In vantage@yahoogroups.com, "brad_boes" <bboes@...> wrote:
>
> We are on 9.05.603 and I am trying to build a BAQ/dashboard that shows invoiced sales summarized by customer.
>
> We have this report in crystal currently, but I would like to learn how to do this in a BAQ/dashboard if possible.
>
> Does anyone have a summary BAQ like this that they would be willing to share?
>
> My end result "product" would be a top ten customer dashboard for last week, last fiscal month or last fiscal year.
>
> Thanks in advance.
>
> Brad Boes
> Metalworks
>
4
Perfect! I was close, but not quite and would not have gotten there without your help. Thank you.

You gotta love this group...

Brad Boes
Metalworks

--- In vantage@yahoogroups.com, "Kirstin Brandt" <kirstin.brandt@...> wrote:
>
> Brad - I have a version of this, but it's not exactly what you want and it's written for multi-company in 8.03.405. In case it helps, my query is:
>
> for each Customer no-lock , each InvcHead where ( InvcHead.FiscalYear = Constants.FiscalYear) and (Customer.Company = InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock by Customer.Name.
>
> (InvcHead is a summarized table.)
>
> I know there are changes/improvement in BAQs in 9, but maybe this will help you get started?
>
> --- In vantage@yahoogroups.com, "brad_boes" <bboes@> wrote:
> >
> > We are on 9.05.603 and I am trying to build a BAQ/dashboard that shows invoiced sales summarized by customer.
> >
> > We have this report in crystal currently, but I would like to learn how to do this in a BAQ/dashboard if possible.
> >
> > Does anyone have a summary BAQ like this that they would be willing to share?
> >
> > My end result "product" would be a top ten customer dashboard for last week, last fiscal month or last fiscal year.
> >
> > Thanks in advance.
> >
> > Brad Boes
> > Metalworks
> >
>
5
Hi everybody,
We work with Vantage 8.03.408B and i need to pass the report to a dashboard.
I want to know the invoiced sales summarized by date and products.
i tried it with :

for each InvcHead where ( InvcHead.Company = Constants.CurComp AND ( InvcHead.InvoiceDate = 08/04/2011 AND InvcHead.InvoiceDate <= 10/27/2011)) no-lock , each InvcDtl where (InvcHead.Company = InvcDtl.Company and InvcHead.InvoiceNum = InvcDtl.InvoiceNum) no-lock.
(Invcdtl is a summarized table)

But i only have the total.
How can i show the products, the date provided, the inventory unite and their quantite(‡")?

Thank you :)



--- In vantage@yahoogroups.com, "brad_boes" <bboes@...> wrote:
>
> Perfect! I was close, but not quite and would not have gotten there without your help. Thank you.
>
> You gotta love this group...
>
> Brad Boes
> Metalworks
>
> --- In vantage@yahoogroups.com, "Kirstin Brandt" <kirstin.brandt@> wrote:
> >
> > Brad - I have a version of this, but it's not exactly what you want and it's written for multi-company in 8.03.405. In case it helps, my query is:
> >
> > for each Customer no-lock , each InvcHead where ( InvcHead.FiscalYear = Constants.FiscalYear) and (Customer.Company = InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock by Customer.Name.
> >
> > (InvcHead is a summarized table.)
> >
> > I know there are changes/improvement in BAQs in 9, but maybe this will help you get started?
> >
> > --- In vantage@yahoogroups.com, "brad_boes" <bboes@> wrote:
> > >
> > > We are on 9.05.603 and I am trying to build a BAQ/dashboard that shows invoiced sales summarized by customer.
> > >
> > > We have this report in crystal currently, but I would like to learn how to do this in a BAQ/dashboard if possible.
> > >
> > > Does anyone have a summary BAQ like this that they would be willing to share?
> > >
> > > My end result "product" would be a top ten customer dashboard for last week, last fiscal month or last fiscal year.
> > >
> > > Thanks in advance.
> > >
> > > Brad Boes
> > > Metalworks
> > >
> >
>
6
I ended up "hard-coding" the date in the BAQ criteria as Fiscal Year = 2011. this gets me a fiscal YTD number as well as last years #'s.
I have not yet gotten a "last fiscal period" method without changing the fiscal period manually each month.

Brad Boes
Metalworks

--- In vantage@yahoogroups.com, "dcabreraqc" <dcabrera@...> wrote:
>
> Hi everybody,
> We work with Vantage 8.03.408B and i need to pass the report to a dashboard.
> I want to know the invoiced sales summarized by date and products.
> i tried it with :
>
> for each InvcHead where ( InvcHead.Company = Constants.CurComp AND ( InvcHead.InvoiceDate = 08/04/2011 AND InvcHead.InvoiceDate <= 10/27/2011)) no-lock , each InvcDtl where (InvcHead.Company = InvcDtl.Company and InvcHead.InvoiceNum = InvcDtl.InvoiceNum) no-lock.
> (Invcdtl is a summarized table)
>
> But i only have the total.
> How can i show the products, the date provided, the inventory unite and their quantite(‡")?
>
> Thank you :)
>
>
>
> --- In vantage@yahoogroups.com, "brad_boes" <bboes@> wrote:
> >
> > Perfect! I was close, but not quite and would not have gotten there without your help. Thank you.
> >
> > You gotta love this group...
> >
> > Brad Boes
> > Metalworks
> >
> > --- In vantage@yahoogroups.com, "Kirstin Brandt" <kirstin.brandt@> wrote:
> > >
> > > Brad - I have a version of this, but it's not exactly what you want and it's written for multi-company in 8.03.405. In case it helps, my query is:
> > >
> > > for each Customer no-lock , each InvcHead where ( InvcHead.FiscalYear = Constants.FiscalYear) and (Customer.Company = InvcHead.Company and Customer.CustNum = InvcHead.CustNum) no-lock by Customer.Name.
> > >
> > > (InvcHead is a summarized table.)
> > >
> > > I know there are changes/improvement in BAQs in 9, but maybe this will help you get started?
> > >
> > > --- In vantage@yahoogroups.com, "brad_boes" <bboes@> wrote:
> > > >
> > > > We are on 9.05.603 and I am trying to build a BAQ/dashboard that shows invoiced sales summarized by customer.
> > > >
> > > > We have this report in crystal currently, but I would like to learn how to do this in a BAQ/dashboard if possible.
> > > >
> > > > Does anyone have a summary BAQ like this that they would be willing to share?
> > > >
> > > > My end result "product" would be a top ten customer dashboard for last week, last fiscal month or last fiscal year.
> > > >
> > > > Thanks in advance.
> > > >
> > > > Brad Boes
> > > > Metalworks
> > > >
> > >
> >
>