Paginated report show balance last 3 months and last 4 quarters

[gomezc73]

Hi,

  I need help with this request, I need to create a paginated report to show for each product the balance for the last three months and last 4 quarters in descending mode.

  I have my data with the balance by month by Family/product.

By example:

Family	Description	Code	Description	Year	Month	Amount
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	1	2300
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	2	5000
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	3	5050
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	4	5100
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	5	5250
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	6	5300
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	7	5350
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	8	5400
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	9	6300
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	10	6350
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	11	6400
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2021	12	6450
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2022	1	6500
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2022	2	6550
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2022	3	6000
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2022	4	7300
. . .	. . .	. . .	. . .	. . .	. . .	. . .
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	2023	3	8900
A01	Bicycles 10 inches	A01-002	Bicycles sport Black	2021	1	2300
A01	Bicycles 10 inches	A01-002	Bicycles sport Black	2021	2	5000
. . .	. . .	. . .	. . .	. . .	. . .	. . .
A01	Bicycles 10 inches	A01-002	Bicycles sport Black	2023	2	6000
A01	Bicycles 10 inches	A01-002	Bicycles sport Black	2023	3	7300
A02	Bicycles 12 inches	A02-001	Bicycles sport Red	2021	1	3000
A02	Bicycles 12 inches	A02-001	Bicycles sport Red	2021	2	3450
. . .	. . .	. . .	. . .	. . .	. . .	. . .
A02	Bicycles 12 inches	A02-001	Bicycles sport Red	2023	2	5600
A02	Bicycles 12 inches	A02-001	Bicycles sport Red	2023	3	5666
A02	Bicycles 12 inches	A02-002	Bicycles sport Black	2021	1	2300
A02	Bicycles 12 inches	A02-002	Bicycles sport Black	2021	2	5000
. . .	. . .	. . .	. . .	. . .	. . .	. . .
A02	Bicycles 12 inches	A02-002	Bicycles sport Black	2023	2	5466
A02	Bicycles 12 inches	A02-002	Bicycles sport Black	2023	3	6000

   Then the user must select by parameters the family, year, and month and i need generate a report showing by product the balance for the last three month (in mode descendent) and the information for the last 4 quarters(in mode descendent).

By Example: if the user Select:

Family: A01

Year: 2022

Month: 04

This must be the output:

				Last 3 Months	Last 4 Quarters
Family	Description	Product	Description	Balance April 2022	Balance March 2022	Balance February 2022	Balance November 2021	Balance August 2021	Balance May 2021	Balance February 2021
A01	Bicycles 10 inches	A01-001	Bicycles sport Red	7300	6000	6550	6400	5400	5250	5000
A01	Bicycles 10 inches	A01-002	Bicycles sport Black	8000	6500	3450	7400	5600	5340	5000

     Is it possible to create in paginated report?.

Thanks in advance  

[Jon-Heide]

Potentially, yes. It's just a bit more involved design of the report. 

You could start by creating report parmeters for each of your fields, family, year, etc. Then add a table bound to that dataset +filtered by those parameters. 

You can add a row group on Family, with a nested group on Product. Within the product group, you can apply a date filter to the group, such as last 90 days and include a =sum(Fields!<MyField>.Value). 

If you want aggregations in the same row at different time periods, that's trickier. You could try just doing two tables side by side. Or, you could add the 4 quarters group first, then a nested group on details and filter that additionally to 3 months.