Multi-Dimensional Analysis: Difference between revisions
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==Other-Multi-Dimensional Sales 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. |
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Go to ''<span style=color:red>Tools > Program Control > Module Setting</span>'' |
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Check the checkbox of ''<span style=color:red>Multi-Dimensional Analysis</span>'' to enable it. |
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Go to ''<span style=color:red>Sales > Multi-Dimensional Sales Analysis</span>'' |
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Click on ''<span style=color:red>Inquiry</span>''. |
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[[File:MDS1.png]] |
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Drag and drop <span style=color:red>Sales Agent</span> field onto '''Row''', and <span style=color:red>Month</span> onto '''Column''', |
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The analysis layout will look like this, |
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(remember that value displayed is Local Sub-Total) |
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[[File:MDS2.png]] |
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Click on ''<span style=color:red>Set Sorting and Top Value Count</span>'', |
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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). |
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[[File:MDS3.png]] |
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Click on <span style=color:red>OK</span>. |
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[[File:MDS4.png]] |
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You may drag and drop more fields onto row/column for additional analysis, |
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For example, drag and drop <span style=color:red>Company Name</span> field onto '''Row''' next to <span style=color:red>Sales Agent</span>; |
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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, |
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The layout will look like this: |
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[[File:MDS5.png]] |
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By clicking on ''<span style=color:red>Export</span>'' menu, you may send/export the layout to other format such as Excel, PDF, Rtf ... |
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[[File:MDS6.png]] |
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By clicking on ''<span style=color:red>Layout</span>'' menu, you may Save/Load the layout or Load the default layout: |
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[[File:MDS7.png]] |
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Similar analysis is also available at: |
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'''''<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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