Using Report Builder 3.0, I want to display a report that lists future months across the columns (start and finish month determined by parameters); Customers and related (drilldown) Products for the rows; and the projected sales amounts for each. The dataset fields include the customer, product, next due date, frequency (monthly, quarterly, half yearly or annually) and the amount of that future sale..
Firstly, I want to include the sale amount in a month column if that month (column) is the next due date of the sale - I have done this part using a matrix. Secondly, I now want to calculate all subsequent future due dates (based on next due date plus the number of months that represents the frequency, and so on until the finish month is reached) for each future sale and include those sale amounts in the relevant month columns.
Drilldown into customers to show/hide products is also required.
What is the best way to achieve this using Report Builder 3.0? Can I use the Matrix I have already built?
Bruce
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