Member Login

Username
Password
Forget Password
New Sign Up
Search Forum

Buy Support
Incidents

If you can't find your answer in the FREE PUBLIC QDeveloper Forum, require URGENT Priority Support, or you need to send us private or confidential information:

Click Here
If you can't login and post questions or you are having trouble viewing forum posts:
Click Here
Callback
Support

If you live in USA, UK, Canada, Australia or New Zealand, you can leave us details on your question and request us to call you back and discuss them with you personally  (charges apply).

Click Here
 
Buy Support
Incidents
If you can't find your answer in the FREE PUBLIC QDeveloper Forum, require URGENT Priority Support, or you need to send us private or confidential information:
Click Here

Forum : Any good ideas for SQL on how to compare Quarter by Quarter?Search Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v7 Forum

 New Topic 
 
 Post Reply 
[1]  
 Any good ideas for SQL on how to compare Quarter by Quarter? 
 Author   Message 
  rbgCODE 
  
 Group: Members 
 Posts: 29 
 Joined: 2007-05-15 
 Profile
 Posted : 2007-06-20 00:33:40
I was thinking about running a report that would show me all the activity in the last 3 months or the last 12 months, what would be the easiest way to do that?

Like

Last 3 months: xxx.xx
3 months before that xxx.xx

so that I could calculate a percentage and see if their sales are going up or down.  any ideas? 

 
><> rBg 
 
  Top 
  Tom 
  6c3c1_sdk-qodbc.gif
 Group: Administrator 
 Posts: 5510 
 Joined: 2006-02-17 
 Profile
 Posted : 2007-06-20 03:06:18

Ok, here goes:

sp_report ProfitAndLossPrevYearComp show Text, Label,
Amount_1 as "Jul-Sep", AmountPreviousPeriod_1 as "Apr-Jun",
AmountPreviousPeriodChange_1 as "$ Change", PercentPreviousPeriodChange_1 as "% Change",
Amount_2 as "Oct-Dec", AmountPreviousPeriod_2 as "Jul-Sep",
AmountPreviousPeriodChange_2 as "$ Change", PercentPreviousPeriodChange_2 as "% Change",
Amount_3 as "Jan-Mar", AmountPreviousPeriod_3 as "Oct-Dec",
AmountPreviousPeriodChange_3 as "$ Change", PercentPreviousPeriodChange_3 as "% Change",
Amount_4 as "Apr-Jun", AmountPreviousPeriod_4 as "Jan-Mar",
AmountPreviousPeriodChange_4 as "$ Change", PercentPreviousPeriodChange_4 as "% Change"
parameters DateMacro = 'ThisYear', SummarizeColumnsBy = 'Quarter', DisplayReport='Yes'

I've added the DisplayReport='Yes' parameter so you can sort out the labels for your financial year. In Australia the financial year starts July 1 and ends June 30.

 

  Top 
  rbgCODE 
  
 Group: Members 
 Posts: 29 
 Joined: 2007-05-15 
 Profile
 Posted : 2007-06-20 03:28:20
Wow, that certainly has me sold with purchasing the software, that is amazing, I was unaware you had custom queries like that but that is not what I am looking for.  I meant more like "Select * from Invoices Where customerreflistID='dhdhdhdhdhd-12823828' and txndate=>2006-05-01 and txndate=<2006-08-01"

So that I would then have all the orcers they placed between may and august.

As for your sp_report ProfitAndLossPrevYearComp do you have a section where I could read about your predefined reports? 

 
><> rBg 
 
  Top 
  Tom 
  6c3c1_sdk-qodbc.gif
 Group: Administrator 
 Posts: 5510 
 Joined: 2006-02-17 
 Profile
 Posted : 2007-06-20 04:12:43

Well the last one was about the company, but we can do the same thing for customers:

sp_report SalesByCustomerSummary show Label,
Amount_1 as "Jul-Sep", AmountPreviousPeriod_1 as "Apr-Jun",
AmountPreviousPeriodChange_1 as "$ Change", PercentPreviousPeriodChange_1 as "% Change",
Amount_2 as "Oct-Dec", AmountPreviousPeriod_2 as "Jul-Sep",
AmountPreviousPeriodChange_2 as "$ Change", PercentPreviousPeriodChange_2 as "% Change",
Amount_3 as "Jan-Mar", AmountPreviousPeriod_3 as "Oct-Dec",
AmountPreviousPeriodChange_3 as "$ Change", PercentPreviousPeriodChange_3 as "% Change",
Amount_4 as "Apr-Jun", AmountPreviousPeriod_4 as "Jan-Mar",
AmountPreviousPeriodChange_4 as "$ Change", PercentPreviousPeriodChange_4 as "% Change"
parameters DateMacro = 'ThisYear', SummarizeColumnsBy = 'Quarter'

Again, add the DisplayReport='Yes' parameter if you need sort out the labels for your financial year. In Australia the financial year starts July 1 and ends June 30.

See: How do I use the QuickBooks Reporting Engine with QODBC? I've heard something about sp_report ? for more.

 

  Top 
  rbgCODE 
  
 Group: Members 
 Posts: 29 
 Joined: 2007-05-15 
 Profile
 Posted : 2007-06-22 00:50:00
I appreciate the use of Stored procedures but I am much more comfortable with SQL Queries, and I can not get your date functions to work.  All I want is how much a customer bought in the last 3 months so I can show it in a webpage, no needs for the fancy %'s that is something I can figure out. 

 
><> rBg 
 
  Top 
  Tom 
  6c3c1_sdk-qodbc.gif
 Group: Administrator 
 Posts: 5510 
 Joined: 2006-02-17 
 Profile
 Posted : 2007-06-22 03:36:20

See: Referencing TODAY's date minus 30 days in a WHERE clause? and use TxnDate >= ({fn CURDATE()}-90) for 90 days.

See also: How are dates formatted in SQL queries when using the QuickBooks generated time stamps? 

 

  Top 
 New Topic 
 
 Post Reply 
[1]  

Jump to