Sales Qty Sold per year - GP V10

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Posted on by TCCAnalyst

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Hi all! I built a smart list telling me the cost and sell price of each product and how many have been sold over the course of the item. How would I break thise down to how many were sold in a given year, 2012, for example, while still giving me the other same information? As always, thanks a lot!

Jason

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Frank Hamelly | MVP... 46,633 Moderator on at

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The easiest way using SmartList would be to dump the results into Excel and Pivot or Subtotal the data.

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L Vail 65,271 on at

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Do you have the document date in your query?

I'm agreeing with Frank. If you use a pivot table you can get this data sliced and diced in so many different ways. You'll want the detailed transactions in your base query.

If you have the query, I suggest you link the tables directly to Excel with an office data connection so that you can easily refresh it without dumping it again from SmartList

Kind regards,

Leslie

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TCCAnalyst 1,320 on at

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Much appreciated to both of you. One question. Is there no option in a table to select qty sold per year? Just curious?

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Richard Wheeler 75,852 Moderator on at

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I know you are in great hands with Leslie and Frank, but just to throw my two cents in here you could build a SQL query to give you quantity sold per year per item. If you were running Analysis Cubes all that and more would already be there.

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L Vail 65,271 on at

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Hi Jason,

There is not a report in GP for by quantity by year. There IS however a SQL query that Victoria Yudin wrote that will get you there. She has some fabulous SQL statements on her site - no wonder she's been an MVP for longer than anyone!

The one you want is near the bottom of the list. Please let us know if this is what you were looking for.

victoriayudin.com/.../sop-sql-views

Kind regards,

Leslie

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Victoria Yudin 22,769 on at

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Awwww....thanks Leslie!

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Richard Wheeler 75,852 Moderator on at

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I second the endorsement of Victoria Yudin. Countless hours have been saved by myself and my clients by not re-inventing the wheel. She is an inspiration to all of us!

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Victoria Yudin 22,769 on at

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Thanks Richard! I'm really feeling the love today!

Jason, if you need something different from what I have on my blog, or want to make some changes to what is there and need help, let me know.

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TCCAnalyst 1,320 on at

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I can't thank you all enough for the responses. I need to brush up on my SQL reporting as I have only recently begun getting used to Smart List Builder. Probably a dumb question but where would I enter this code that I found on your site, Victoria. I will modify it to get the dates I need but I am not sure where in GP I would enter it. I know, I am a beginner!

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Victoria Yudin 22,769 on at

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Jason,

I have a blog post going over how to use the code I post with SmartList Builder: victoriayudin.com/.../how-to-use-a-sql-view-in-smartlist-builder. Hope that helps.

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