Sage 100

Looking for ideas - I am working on non-financial Intelligence reports for a client on v2013. He is looking for a lot of weekly reports, ie 2014 total Cash receipts by week in graph form, quantity of Sales Orders placed by week for a certain month, etc. I've created these grouping them by every 7 days in pivot tables but just curious if there is another way to handle? I've also thought of using the the weeknum function on the date.

Wow, a power user???? Any chance that you can attend our SI training session so you can share with others what you have done??? Maybe the powers to be can be ""persuaded"" to bring you out otherwise....

Kelsey, my first thought is to summarize the data your are looking at either in SQL or MS Access. If you are using Premium, you could create a number of views in SQL to calculate the values for each statistic and / or KPI. You could then combine the results into a temporary table or union query and use that as the dataset in Excel for your pivot tables and graphs. Depending upon the size and value, it might be worth looking into DSD's SQL Mirroring tool so you can pull current data from a SQL image dynamically and calculate the values more quickly.

IF you go the Access PTQ route with UNIONs or SELECT queries AND the user is not tied to SI, perhaps some Crystal reporting might be an option. You could take it a step further if they use Sage Alerts and generate the Crystal reports via that tool. Just tossing out random ideas....

They are not on Premium & the LMSQ enhancement is probably out just based on cost. Access could be an option, thanks!