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Microsoft Dynamics AX (Archived)

Salesman sales summary report?

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Posted on by 1,813

Hii,

I want to develop a salesman sales summary report (RDP SSRS). Required output will be like this,

Sr# Salesman ID Salesman Name Business Unit Total Sales Sales Return  Net Sales Gross Margin
1 12236 Adam A Sales 11,200.00 -3,589.00 7,611.00
2 12237 Samir T Sales 15,000.00 0 15,000.00
3 12238 David K Operations 8,500.00 -1,500.00 7,000.00

What are the tables to search for and query joins? 

Thanks 

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I have the same question (0)
  • Rana Anees Profile Picture
    1,813 on at

    salessummary.jpg

  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    you can use custinvoicetrans and custinvoicejour tables.

    for customer invoices.

    and based on your implmentation , you can complete.

    for example i mean if business unit is financial dimension ,..you need to join other tables based on your implementation

  • Rana Anees Profile Picture
    1,813 on at

    Hii,

    I have written a StoredProcedure for Sales Summary report by Saleman dimension on CUSTINVOICETRANS table by adding Sales Amount and Sales Return in  a UNION if Qty>0 for sales order, Qty < 0 for return order.

    One thing I am not understanding is, how to calculate Gross Margin?

    What tables to add in query and how its calculated?

    salessummary2.jpg

  • Rana Anees Profile Picture
    1,813 on at

    Hii,

    Can I make this report by creating a new sale cube and using this cube in SSRS report and OLAP?

    Please guide. Thanks

  • Rana Anees Profile Picture
    1,813 on at

    Hii Crispin,

    Gross Margin = (Sales Price - Cost Price)/Sales Price

    Need your help can I make this report with Cubes?

    Thnaks

  • Rana Anees Profile Picture
    1,813 on at

    Thanks Crispin,

    Can you please help me to make query and RDP. I was trying to create query but could't. Seeking your help.

    Thanks,

  • Rana Anees Profile Picture
    1,813 on at

    This is my StoredProcedure that I want to convert into query and RDP but not understanding where to start. 

    SELECT
    	SUM(VF.TOTALSALES) SALESVALUE,
    	SUM(VF.SALESRETURNS) SALESRETURNS,
    	SUM(VF.TOTALSALES) + SUM(VF.SALESRETURNS) NETSALES,
    	VF.DIMENSION_VALUE,
    	VF.DIMENSION_DESCRIPTION,
    	VF.DIMENSION_TYPE
    FROM
    	(
    	SELECT
    		CONVERT(INT,SUM(TOTALSALES)) AS TOTALSALES,
    		CONVERT(INT,SUM(SALESRETURNS)) AS SALESRETURNS,
    		DIMENSION_VALUE,
    		DIMENSION_DESCRIPTION,
    		DIMENSION_TYPE
    	FROM
    		(SELECT 
    			CS.RECID,
    			CS.SALESID,
    			CS.ITEMID,
    			CS.LINENUM,
    			CS.DEFAULTDIMENSION,
    			DA.NAME AS DIMENSION_TYPE,
    			DAVSI.DISPLAYVALUE DIMENSION_VALUE,
    			CASE 
    				WHEN DA.NAME='Customer' THEN DACT.NAME
    				WHEN DA.NAME='Vendor' THEN DAVT.NAME
    				WHEN DA.NAME='BusinessUnit' THEN DABT.NAME
    				ELSE DFT.DESCRIPTION
    			END AS DIMENSION_DESCRIPTION,
    			CS.LINEAMOUNTMST AS TOTALSALES,
    			0 AS SALESRETURNS,
    			CS.QTY
    		FROM 
    			DBO.CUSTINVOICETRANS CS
    		LEFT JOIN DimensionAttributeValueSetItem DAVSI ON CS.DEFAULTDIMENSION=DAVSI.DIMENSIONATTRIBUTEVALUESET
    		LEFT JOIN DIMENSIONATTRIBUTEVALUE DAV ON DAVSI.DIMENSIONATTRIBUTEVALUE=DAV.RECID
    		LEFT JOIN DimensionAttribute DA ON DAV.DIMENSIONATTRIBUTE=DA.RECID
    		LEFT JOIN DimensionAttributeDirCategory DADC ON DADC.DIMENSIONATTRIBUTE=DA.RECID
    		LEFT JOIN DimensionFinancialTag DFT ON DFT.FINANCIALTAGCATEGORY=DADC.DIRCATEGORY AND DFT.RECID=DAV.ENTITYINSTANCE
    		LEFT JOIN DIMATTRIBUTECUSTTABLE DACT ON DACT.Value = DAVSI.DisplayValue AND DACT.RecId = DAV.EntityInstance AND DACT.DataAreaId = 'abc'
    		LEFT JOIN DIMATTRIBUTEVENDTABLE DAVT ON DAVT.Value = DAVSI.DisplayValue AND DAVT.RecId = DAV.EntityInstance AND DAVT.DataAreaId = 'abc'
    		LEFT JOIN DIMATTRIBUTEOMBUSINESSUNIT DABT ON DABT.Value = DAVSI.DisplayValue AND DABT.RecId = DAV.EntityInstance
    		WHERE 
    		INVOICEDATE BETWEEN @FROM_DATE AND @TO_DATE
    		AND CS.QTY>0
    		)V
    	 WHERE DIMENSION_TYPE='SalesMans'
    	GROUP BY DIMENSION_VALUE,DIMENSION_DESCRIPTION,DIMENSION_TYPE
    	--ORDER BY DIMENSION_DESCRIPTION
    	UNION ALL
    	SELECT
    		CONVERT(INT,SUM(TOTALSALES)) AS SALESVALUE,
    		CONVERT(INT,SUM(SALESRETURNS)) AS SALESRETURNS,
    		--CONVERT(VARCHAR, CAST(SUM(TOTALSALES) AS MONEY), 1) AS SALESVALUE_C,
    		--CONVERT(INT,SUM(QTY)) AS SALESQTY,
    		DIMENSION_VALUE,
    		DIMENSION_DESCRIPTION,
    		DIMENSION_TYPE
    	FROM
    		(SELECT 
    			CS.RECID,
    			CS.SALESID,
    			CS.ITEMID,
    			CS.LINENUM,
    			CS.DEFAULTDIMENSION,
    			DA.NAME AS DIMENSION_TYPE,
    			DAVSI.DISPLAYVALUE DIMENSION_VALUE,
    			CASE 
    				WHEN DA.NAME='Customer' THEN DACT.NAME
    				WHEN DA.NAME='Vendor' THEN DAVT.NAME
    				WHEN DA.NAME='BusinessUnit' THEN DABT.NAME
    				ELSE DFT.DESCRIPTION
    			END AS DIMENSION_DESCRIPTION,
    			0 AS TOTALSALES,
    			CS.LINEAMOUNTMST AS SALESRETURNS,
    			CS.QTY
    		FROM 
    			CUSTINVOICETRANS CS
    		LEFT JOIN DimensionAttributeValueSetItem DAVSI ON CS.DEFAULTDIMENSION=DAVSI.DIMENSIONATTRIBUTEVALUESET
    		LEFT JOIN DIMENSIONATTRIBUTEVALUE DAV ON DAVSI.DIMENSIONATTRIBUTEVALUE=DAV.RECID
    		LEFT JOIN DimensionAttribute DA ON DAV.DIMENSIONATTRIBUTE=DA.RECID
    		LEFT JOIN DimensionAttributeDirCategory DADC ON DADC.DIMENSIONATTRIBUTE=DA.RECID
    		LEFT JOIN DimensionFinancialTag DFT ON DFT.FINANCIALTAGCATEGORY=DADC.DIRCATEGORY AND DFT.RECID=DAV.ENTITYINSTANCE
    		LEFT JOIN DIMATTRIBUTECUSTTABLE DACT ON DACT.Value = DAVSI.DisplayValue AND DACT.RecId = DAV.EntityInstance AND DACT.DataAreaId = 'abc'
    		LEFT JOIN DIMATTRIBUTEVENDTABLE DAVT ON DAVT.Value = DAVSI.DisplayValue AND DAVT.RecId = DAV.EntityInstance AND DAVT.DataAreaId = 'abc'
    		LEFT JOIN DIMATTRIBUTEOMBUSINESSUNIT DABT ON DABT.Value = DAVSI.DisplayValue AND DABT.RecId = DAV.EntityInstance
    		WHERE 
    		INVOICEDATE BETWEEN @FROM_DATE AND @TO_DATE
    		AND CS.QTY<0
    		)V
    	 WHERE DIMENSION_TYPE='SalesMans'
    	GROUP BY DIMENSION_VALUE,DIMENSION_DESCRIPTION,DIMENSION_TYPE
    	)VF
    	GROUP BY VF.DIMENSION_VALUE,VF.DIMENSION_DESCRIPTION,VF.DIMENSION_TYPE
    	ORDER BY VF.DIMENSION_DESCRIPTION


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