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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Regarding YTD Report
Microsoft Dynamics AX (Archived)

Regarding YTD Report

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Posted on by AX 2012 r3 2,426

Good  Morning,

As i am trying to open YTD Sales report

Navigation --> Sales and marketing --> Reports -->Customers

When i used to open that report Accounts recivable Cube either doesnot exist or have not been processed.tried a lot .no result

So thought of creating new perspective for ytd sales

please provide me what views should i take in creating perspective 

Any other solution please explore

Regards.

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  • AX 2012 r3 Profile Picture
    AX 2012 r3 2,426 on at
    RE: Regarding YTD Report

    Hi Ludwig,

    Your information is really useful.I will try .

    You are awesome.

    Thanks for your reply.

    Regards.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Regarding YTD Report

    Hi AX2012 r3,

    The sales cube contains all the data that you ask for and I do not believe that you need any guidance on that. As you just have to select a date measure (such as date, month, year) another grouping measure (for example for your customers, customer Groups, customer Locations, etc.) and then the invoice amount as your fact.

    I would suggest that you ask your sales Managers what they actually want to see.

    The top customer by ytd sales report you mentioned above seems a bit "boring" and I believe that you can get much more out of the cube than such a simple report. Here an example how the report is structured.

    6354.report.png

    Hope this helps,

    Ludwig

  • AX 2012 r3 Profile Picture
    AX 2012 r3 2,426 on at
    RE: Regarding YTD Report

    Hi Ludwig,

    Thanks for your quick reply,

    i will try to extract data in excel from sales cube.

    But i dont know what attribute and dimension to use for this Top YTD sales report.

    so,please provide me any information..

    so,that i can go smoothly.

    Regards.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Regarding YTD Report

    Hello AX2012 r3,

    Isn't there a default sales cube view available in your system?

    I would probably go for this one.

    Yet, this might not help if the cube never get's processed.

    Have you talked to your system admins about this issue?

    They should be able to get the cube processed.

    Best regards,

    Ludwig

  • AX 2012 r3 Profile Picture
    AX 2012 r3 2,426 on at
    RE: Regarding YTD Report

    Quote

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