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Hello all, thanks for reading. I am using FileMaker 11.0.3, with the Business Productivity Solutions v7 (bps_Sales_Orders.fp7, bps_Inventory.fp7, bps_Contacts.fp7).
There is included a report generating "Sales Numbers" which gives the sales value totals in £ per week, month, quarter, or year. However, I want to generate a report showing total inventory items sold. I have an inventory of 170 items and need to generate a report that shows, for example:
Part Number Item Quantity Sold
1172-2 Rock Teeth 1422
1172 Wood Teeth 342
1101 Tooth Bolts 205
12m Chip Guard 17
44005 Drive Belts 38
While the "Sales Numbers" report just takes a single figure from each Sales Order, this "Line Items Totals" report needs to take one or many Line Items from the inventory portal in each Sales Order.
My skill with FileMaker is such that I have adapted the bps to more or less suit my needs but not much more than that. By searching for a solution it seems that maybe there is a report wizard to ease the process.
It would also be helpful if the same could be done by customer, ie a report showing: Customer X, in Year Y, bought 17 Widgets, 130 Thingummies, 2 Whatsits etc etc.
I'm frustrated that this must be a fairly common need yet neither my own efforts nor searching has born fruit. Please help!
Many many thanks, and if this would be better in a different topic please advise thank you.
By Steven Swallow
I'm trying to achieve something I expected to be straightforward, but after banging my head on a brick wall for 24 hours it's time to aask for help.
I have a fairly straightforward company table and a contact table. Related one to many as you'd expect. When browsing a layout based on the companies table, I can see all the related contacts via a portal.
I've never really done any reporting, but I wanted to create a report layout that gives me the company details at the top, and lists the contacts underneath. I expected this to be relatively simple, but I can't get it to work.
I have the folowing report layout based on the companies table.
Header - cust has freetext field as a title and the date
Sub-summary by txt_Surname (Leading) - This contains all the company address details as merge fields
Body - contains the contact details as merge fields (name, job title, email, telephone and so on)
Footer - page number
Now I have tried all manner of different combinations to try and get what I want. Basing it on the contacts table, different sorting and so on. When doing test prints it often shows just one contact under a company when I know there are more, and it some cases it shows too many.
This is the first time I've tried reporting of any sort in FileMaker, so I'm really stumped by this so any help you can give me would be appreciated...I do keep thinking about a portal for the contacts, but I can see how this would work if the portal isn't big enough to accomodate a company with a hundred contacts in it, where other companies may only have one contact.
Any help you can give me will be greatly appreciated.
By Court Bowman
Announcement: Cleveland Consulting announces CCPivot2 - Create cross-tab a pivot tables easier than ever!
Cross tab and pivot table reports have never been easier or more powerful.
We at Cleveland Consulting have worked hard and rebuilt the very successful CCPivot product from the ground up to completely take advantage of everything that FileMaker 12 has to offer.
New features include:
Clickable data links - See the data behind the report! Dynamic date management - no more need to create fields to order and group date data by month or day. It's all done automatically. Required data sets - sometimes reporting on the data that is missing is more useful than what is there.
There is a lot more to see, check out the overview video here:
or head over to the product page here:
Court Bowman, CEO
Cleveland Consulting, Inc.
Visit us on the web at http://www.clevelandconsulting.com