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Excel Add-in: explanation function REV_GROUP_FY

Introductie

Introduction

With the REV_GROUP_FY function, you can include revenue statistics per year in the worksheet, divided by item group, representative and debtor. This function works in the same way as the REV_GROUP function.

 

Explanation of the fields

Company
Select the administration from which you want to retrieve the Exact data. If you select 'Default', the data will be taken from the
default company. If you select a company, the data from the selected company will be displayed.

The advantage of not selecting a company is that the same report can be used for each company. You only need to change the default company to get the right data.

Function
Select the function you want to use. In this case  REV_GROUP_FY.

Assortment
Select the assortment you want to have displayed in the report.

Debtor number
Select the debtor you want to have displayed in the report.

Financial year
Select a financial year.

Representative
Select the representative you want to have displayed in the report .

Period
Select the period for which you what the amounts displayed in the report.

Type
Select the value for the information you want to have displayed. You have the following options:

  • Revenue (1)
  • Revenue PY (2)
  • Revenue quantity (3)
  • Revenue quantity previous year (4)
  • Revenue margin (5)
  • Revenue margin previous year (6)
  • Standard cost price (9)


Calculation method

Indicate which calculation method should be used. You have the following options :

  • Period figures (1): Only figures from the selected period will be displayed, in the default currency.
  • Cumulative (2): The cumulative amount, so all the transactions up to and including the selected period in the default currency.


Example

REV_GROUP_FY("109";5;1010;17;2001;12;1;1)

In the worksheet, the result displays the amount in items from item group '109' that representative 5 sold to debtor 101 in period 12 in company 17. 

 

     
 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 13.159.860
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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