Customized sales tracking report

F

funksoul

New Member
Joined
Oct 12, 2016
Messages
1
Hi guys!

I had always found tips and tricks here so i just wanted to ask about yours opinion because i am stuck at the moment with this.

Goal: One pivot with additional calculated field - targets vs actual (sales data), per SKU, per customer, per employee.

I have:

1st sheet, its external source data with unique customer ID, SKUs, sales data, monthly

[TABLE="width: 943"]
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[TD="align: right"][/TD]
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</tbody>
[/TD]

[TD="align: right"][/TD]
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[TD="align: right"][/TD]
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[TD="align: right"][/TD]
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[TD="align: right"][/TD]
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[TD="align: right"][/TD]
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</tbody>

[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]
[TABLE="width: 943"]
<tbody>[TR]
[TD]ID
[/TD]
[TD]Lanac[/TD]
[TD]Ime[/TD]
[TD]preparat[/TD]
[TD]Jan[/TD]
[TD]Feb[/TD]
[TD]Mar[/TD]
[TD]Apr[/TD]
[TD]May[/TD]
[TD]Jun[/TD]
[TD]Jul[/TD]
[TD]Avg[/TD]
[TD]Sept[/TD]
[TD]Oct[/TD]
[TD]Nov [/TD]
[TD]Dec[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1[/TD]
[TD]Employee1[/TD]
[TD]SKU1[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]5[/TD]
[TD="align: right"]5[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]321[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU2[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]21[/TD]
[TD="align: right"]312[/TD]
[/TR]
[TR]
[TD]5
[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU3[/TD]
[TD="align: right"]214[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU4[/TD]
[TD="align: right"]1,243[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]24[/TD]
[TD="align: right"]324[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU5[/TD]
[TD="align: right"]321[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]432[/TD]
[TD="align: right"]423[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]32[/TD]
[TD="align: right"]4[/TD]
[TD="align: right"]432[/TD]
[TD="align: right"]43[/TD]
[TD="align: right"]43[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU6[/TD]
[TD="align: right"]312[/TD]
[TD="align: right"]231[/TD]
[TD="align: right"]321[/TD]
[TD="align: right"]321[/TD]
[TD="align: right"]32[/TD]
[TD="align: right"]432[/TD]
[TD="align: right"]532[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]324[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
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[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD][/TD]
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[TD="align: right"][/TD]
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[TD="align: right"][/TD]
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[TD="align: right"][/TD]
[/TR]
[TR]
[TD][/TD]
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[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
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[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD][/TD]
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[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[/TR]
</tbody>[/TABLE]
*random actual sales number per months

2nd sheet, its internal source data with unique customer ID, SKUs, sales target data per SKU, per employee, monthly

[TABLE="width: 943"]
<colgroup><col><col><col><col><col span="12"></colgroup><tbody>[TR]
[TD]ID
[/TD]
[TD]Lanac[/TD]
[TD]Ime[/TD]
[TD]preparat[/TD]
[TD]Jan[/TD]
[TD]Feb[/TD]
[TD]Mar[/TD]
[TD]Apr[/TD]
[TD]May[/TD]
[TD]Jun[/TD]
[TD]Jul[/TD]
[TD]Avg[/TD]
[TD]Sept[/TD]
[TD]Oct[/TD]
[TD]Nov [/TD]
[TD]Dec[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1[/TD]
[TD]Employee1[/TD]
[TD]SKU1[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]5[/TD]
[TD="align: right"]5[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]321[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU2[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]21[/TD]
[TD="align: right"]312[/TD]
[/TR]
[TR]
[TD]5
[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU3[/TD]
[TD="align: right"]214[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU4[/TD]
[TD="align: right"]1,243[/TD]
[TD="align: right"]12[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]2,344[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]34[/TD]
[TD="align: right"]24[/TD]
[TD="align: right"]324[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU5[/TD]
[TD="align: right"]321[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]432[/TD]
[TD="align: right"]423[/TD]
[TD="align: right"]324[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]2[/TD]
[TD="align: right"]32[/TD]
[TD="align: right"]4[/TD]
[TD="align: right"]432[/TD]
[TD="align: right"]43[/TD]
[TD="align: right"]43[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Customer1
[/TD]
[TD]Employee1[/TD]
[TD]SKU6[/TD]
[TD="align: right"]312[/TD]
[TD="align: right"]231[/TD]
[TD="align: right"]321[/TD]
[TD="align: right"]321[/TD]
[TD="align: right"]32[/TD]
[TD="align: right"]432[/TD]
[TD="align: right"]532[/TD]
[TD="align: right"]3[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]324[/TD]
[/TR]
</tbody>[/TABLE]

*random targets sales number per months


Thanks in advance for ideas.
 
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