Multi-Dimensional Analysis

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This module allows user to flexibly define Multi-Dimensional Sales/Purchase/GL Analysis Report. Report layout can then be exported to Excel, PDF and Rich Text format.

Go to Tools > Program Control > Module Setting

Check the checkbox of Multi Dimensional Analysis to enable it.

 

 

 

Multi Dimensional Sales Analysis

 

Go to Sales > Multi Dimensional Sales Analysis

Click on Inquiry.

 

 

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Drag and drop Sales Agent field onto Row, and Month onto Column,

The analysis layout will look like this,

(remember that value displayed is Local Sub-Total)

 

 

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Click on Set Sorting and Top Value Count,

Select field Sales Agent, sort on Sub-Total (means to sort Sales Agent based on total sales), and set Top Value Count to 3 (means to display only top 3 sales agents based on total sales).

 

 

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Click on OK.

 

 

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You may drag and drop more fields onto row/column for additional analysis,

 

For example, drag and drop Company Name field onto Row next to Sales Agent;

then drag and drop Item Type field onto Column next to Month, and drag and shift so that Item Type is placed before Month,

 

The layout will look like this:

 

 

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By clicking on Export menu, you may send/export the layout to other format such as Excel, PDF, Rtf ...

 

 

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By clicking on Layout menu, you may Save/Load the layout or Load the default layout:

 

 

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Similar analysis is also available at:

Purchase > Multi Dimensional Purchase Analysis  and G/L > Multi Dimensional Ledger Analysis.

 

 

Related topics: 15034 Date field in Multi-Dimensional Analysis

Related topics: 15034 Show Unit Price In Multi-Dimensional Purchase Analysis

 

 

 

 

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