Further Reading

Top  Previous  Next


Invoice Analysis is extremely powerful, but can also seem a little overwhelming at first (especially if you've never used a pivot grid before), but it really isn't that hard, here are few more examples of how you might use the feature:


Firstly, note the different areas below, the red area shows fields that are available but not currently used, the fields in the cyan area are shown in the final data area and the fields in the orange area are our driving fields.





As you can see above, the first driving field (orange area) is Account Name, because each account is not yet expanded, the data row is showing all monies assigned to the account, so account A2MSAFT has a total retail net spend of £636.86, similarly, account AAWARRA has a total retail net spend of £312.20.  But we might want to drill down into the detail, this is done by expanding the driving fields.  Let's expand the A2MSAFT account:




Now that we've expanded the account, we can see that the £636.86 was spent over 3 invoices, numbers 40725,41720 and 41886, the data now shows that invoice 40725 has a retail net of £272.48, 41720 has £194.71 and 41887 has £169.67.  We can expand further to see how each invoice was made up:




Now we've expanded invoice number 41720 and we can see the items that made up the invoice.  But what if we wanted to see the invoice in terms of parts and labour, rather than each line, well we simply drag down the unused Category field (red box) and place it in the driving fields:




Now we've added the Category field (shown in the red box above), you can see that each invoice is now split into Parts and Labour, so invoice 40725 has a labour spend of £162.00 and parts of £110.48.


As you can see, the placement of fields allows you to drill into and group the information as you want.


So for another example, perhaps you wanted to see the total sales received for each mechanic, simply add the Mechanic field to the driving field area:




So now we can see that AC appears to have the largest turnover, so let's take a look at the results when we separate into parts and labour:




So by changing the driving fields to Mechanic and Category, we can see that AC has £106,016.96 turnover of labour and £37,355.20 in parts.


The data contained in this screen is read only so you can manipulate it as much as you like without worrying about affecting data.