Difference between revisions of "Multi-Dimensional Analysis"

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(Created page with "==Multi-Dimensional Sales Analysis== This module allows user to flexibly define Multi-Dimensional Sales/Purchase/GL Analysis Report. Report layout can then be exported to Exc...")
 
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==Multi-Dimensional Sales Analysis==
 
  
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 ''<span style=color:red>Tools > Program Control > Module Setting</span>''
 
 
Check the checkbox of ''<span style=color:red>Multi-Dimensional Analysis</span>'' to enable it.
 
 
Go to ''<span style=color:red>Sales > Multi-Dimensional Sales Analysis</span>''
 
 
Click on ''<span style=color:red>Inquiry</span>''.
 
 
 
 
[[File:MDS1.png]]
 
 
 
Drag and drop <span style=color:red>Sales Agent</span> field onto '''Row''', and <span style=color:red>Month</span> onto '''Column''',
 
 
The analysis layout will look like this,
 
 
(remember that value displayed is Local Sub-Total)
 
 
 
[[File:MDS2.png]]
 
 
 
Click on ''<span style=color:red>Set Sorting and Top Value Count</span>'',
 
 
Select field <span style=color:red>Sales Agent</span>, sort on <span style=color:red>Sub-Total</span> (means to sort Sales Agent based on total sales), and set <span style=color:red>Top Value Count</span> to <span style=color:red>3</span> (means to display only top 3 sales agents based on total sales).
 
 
 
[[File:MDS3.png]]
 
 
 
 
Click on <span style=color:red>OK</span>.
 
 
 
 
[[File:MDS4.png]]
 
 
You may drag and drop more fields onto row/column for additional analysis,
 
 
 
For example, drag and drop <span style=color:red>Company Name</span> field onto '''Row''' next to <span style=color:red>Sales Agent</span>;
 
 
then drag and drop <span style=color:red>Item Type</span> field onto '''Column''' next to <span style=color:red>Month</span>, and drag and shift so that Item Type is placed before Month,
 
 
The layout will look like this:
 
 
 
[[File:MDS5.png]]
 
 
 
 
By clicking on ''<span style=color:red>Export</span>'' menu, you may send/export the layout to other format such as Excel, PDF, Rtf ...
 
 
 
 
[[File:MDS6.png]]
 
 
 
By clicking on ''<span style=color:red>Layout</span>'' menu, you may Save/Load the layout or Load the default layout:
 
 
 
 
[[File:MDS7.png]]
 
 
 
Similar analysis is also available at:
 
 
'''''<span style=color:red>Purchase > Multi-Dimensional Purchase Analysis</span>''''' and '''''<span style=color:red>G/L > Multi-Dimensional Ledger Analysis</span>'''''.
 
 
 
 
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Latest revision as of 04:53, 8 May 2018