Hey there,
I am trying to create a high-level sales dashboard in BO Crystal Reports XI (version 11.5). It's dashboard that not only gives metrics at a high-level but also lets you do drill-down analysis to get to the low-level details.
Platform:
---------
Database: Oracle 8i
Reporting tool: BO CR XI
Portal: (which uses Crstyal Reports Server)
Client requirements:
----------------------
- a YTD and LYTD view of sales compared with Budget data of all the months starting from January to current month
- a MTD and LYMTD view of sales compared with Budget for that month
- Drill-down requirements: Department > Imprint > Subject > ISBN
(I work for a publisher, and we sell books)
Drill-down levels:
------------------
Level 1:
YTD_Sales YTD_Budget LYTD_Sales LYTD_Budget
Level 2:
Imprint_A Imprint_B Imprint_C
Level 3:
Subject_X Subject_Y Subject_Z
Level 4:
This is the lowest level of details at the product level.
Note: Imprint and Subject is a hierarchical organization of our products, which are primarily books
Data Sources:
-------------
SALES table
* relevant columns (SALES.
PRODUCT table
BUDGET table
I am trying to create a high-level sales dashboard in BO Crystal Reports XI (version 11.5). It's dashboard that not only gives metrics at a high-level but also lets you do drill-down analysis to get to the low-level details.
Platform:
---------
Database: Oracle 8i
Reporting tool: BO CR XI
Portal: (which uses Crstyal Reports Server)
Client requirements:
----------------------
- a YTD and LYTD view of sales compared with Budget data of all the months starting from January to current month
- a MTD and LYMTD view of sales compared with Budget for that month
- Drill-down requirements: Department > Imprint > Subject > ISBN
(I work for a publisher, and we sell books)
Drill-down levels:
------------------
Level 1:
YTD_Sales YTD_Budget LYTD_Sales LYTD_Budget
Level 2:
Imprint_A Imprint_B Imprint_C
Level 3:
Subject_X Subject_Y Subject_Z
Level 4:
This is the lowest level of details at the product level.
Note: Imprint and Subject is a hierarchical organization of our products, which are primarily books
Data Sources:
-------------
SALES table
* relevant columns (SALES.
PRODUCT table
BUDGET table