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YTD Variation Help

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protecyon

Programmer
Jul 23, 2005
3
US
Hello everyone,

I am new to Crystal Reports, and have been tasked with creating an YTD comparison report. I have read the other threads, however my report is a bit different, and has been causing me trouble.

The tables that I am concerned with are the salesmen table, and the contributions table. In the salesmen table are listed all the salesmen, and the dates that they started. In the contributions table are listed all of the contributions that the salesmen have made, and the dates that the contributions were made.

I need to create a report that compares new salesmen from previous years to the current year. For example let's say that salesmen#1 started on Jan 1987 and Sales#2 started on Jan 2004. Then the report would compute all the contributions that the two salesmen have made their first month.

The report would look like this
1987 2004 Differance Percent Change
January
Contribution: $79546 $83544 $3998 4.79%
Febuary
Contribution:
March
Contribution:
April
Contribution:
May
Contribution:
June
Contribution:
July
Contribution:
etc..

How would I go about doing this?
 
where would you put the two salesmen?

if there are likely to be a gaps of almost 20 years then you would want to summarise the contributions otherwise your report could stretch forever.

you might also want to consider putting the months orizzontally because you know that there are only 12 of them

Mo
 
The two salesmen would go on top of the 1987 and 2004. Their contributions would only be summarized for the year 1987 and 2004. Unfortunately, I can not change the report to a horizontal format, as that is the company's standard.
 
One change that could be made to the report is that there really isn't a need to display the salesmen. The report would just generate one total for each month, which takes into account all of the salesmen's commissions for that month.

For example let's say that salesmen#1, salesmen#2, and salesmen#3 started on Jan 1987 and salesmen#4, and salesmen#5 started on Jan 2004. The total for the month of January for the 1987 portion of the comparison would be the total of the commissions of salesmen#1, salesmen#2, and salesmen#3 for January, which in this case would be $79546. And the total for salesmen#4, and salesmen#5 for the month of January would be $83544.

So the report would look like this:

1987 2004 Difference Percent Change
January
Contribution: $79546 $83544 $3998 4.79%
February
Contribution:
March
Contribution:
April
Contribution:
May
Contribution:
June
Contribution:
July
Contribution:
Etc...

If this does not make sense, then I could try to rephrase it, and provide more examples. If anyone has any suggestions or ideas on how to create this report please reply.

Thank You
 
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