View Full Version : Creating a budget report


Bon
05-06-2005, 05:17 PM
Dear All,
My boss wants me to create a budget report as follows:

Rep Cust ActM$ BudgetM$ VarM$ ActMProfit BudgetMProfit VarMProfit

ActYTD$ BudgetYTD$ VarYTD$ ActYTDProfit BudgetYTDProfit VarYTDProfit


I have a table with the following headings:

Date State Product Prod Code Customer Cust Code Category Jan Feb Mar etc

State has the domain Vic, NSW, Qld
Category has the domain Sales GP

Question 1:

To the field Category, should I either

A: add to the domain actual sales and actual profit? I can past these into the table at the end of each month.

OR

B: set up a separate table for the actual sales and actual profit for the month?

I think A.

Question 2:

Instead of having a separate column for each month, should I either:

A: just have a heading Month and put the figures in that column

OR

B: Have the sales figures in separate columns for each month?

I think A

Question 3:

When I have set up my table correctly, and assuming the answers to my questions above are all "A", I am now unsure how to create a query which will give me the data for the report my boss wants.


Can someone please give me some help?

Thanks
Bon

RV
05-07-2005, 04:09 AM
Don't double post.

RV