Report/Chart that shows YTD and WTD per sales person from a single table.

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Sorry but I can't seem to wrap my head around this one. I have a single table that simply tracks new sales for multiple sales people. I have been asked to create a report that shows sales for a specified week (Would prefer to do current week or ask user) and over sales for current year per salesperson.

I imagine it could look something like this:


                          WTD -------- $800
Sales person A 
                          YTD -------------------$1900
                         WTD ----- $500 
Sales Person B
                          YTD --------- $900

                                0          $1000         $2000         $3000

It doesn't need to look exactly like this and I dont care about y vs x axis but is something like this possible or do I need to look into using something like Excel? 

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Posted 3 years ago

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Matthew Neil

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You will need to create a new parent table called "Sales Reps"

Then you will create a relationship, such that each "Sales Rep" has many "Sales"

Then you can create a summary field from the sales table that shows the # or $$ of sales in agiven time period.

You can specify the times by adding conditional criteria such as,
'only summarize data when [date of sale] is during the current year, week, month, last 7 days, etc.

Name the summary fields appropriately and then you have all the ammunition you need to build some great reports.