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uiopasdfghjklzxcvbnmqwertyuiopas
dfghjklzxcvbnmqwertyuiopasdfghjkl
BCIS 4660 Homework 9
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By: Coleman Barkley, Daniel Donnell, James
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Konderla, Sean Sanbury, and Ya Qiu
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asdfghjklzxcvbnmqwertyuiopasdfghj
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pasdfghjklzxcvbnmqwertyuiopasdfg
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vbnmqwertyuiopasdfghjklzxcvbnmq
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12/3/2012
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uiopasdfghjklzxcvbnmqwertyuiopas
dfghjklzxcvbnmqwertyuiopasdfghjkl
BCIS 4660 Homework 9
zxcvbnmqwertyuiopasdfghjklzxcvbn
By: Coleman Barkley, Daniel Donnell, James
mqwertyuiopasdfghjklzxcvbnmqwer
Konderla, Sean Sanbury, and Ya Qiu
tyuiopasdfghjklzxcvbnmqwertyuiop
asdfghjklzxcvbnmqwertyuiopasdfghj
klzxcvbnmqwertyuiopasdfghjklzxcvb
nmqwertyuiopasdfghjklzxcvbnmqw
ertyuiopasdfghjklzxcvbnmqwertyuio
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vbnmqwertyuiopasdfghjklzxcvbnmq
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12/3/2012
Table of Contents
Tab 1 – Data Relation Definitions ................................................................................................................. 3
Executive Summary................................................................................................................................... 4
Overview of Premier Products .................................................................................................................. 6
Premier Products Entity-Relationship Diagram (ERD) .............................................................................. 7
Premier Products Relation List.................................................................................................................. 8
Fact Table .............................................................................................................................................. 8
Dimension Tables .................................................................................................................................. 8
Project Plan (Gantt Chart) ......................................................................................................................... 0
Menu System (Hierarchy Diagram) ........................................................................................................... 0
Database Documenter .............................................................................................................................. 1
Tab 2 – Data Loads ...................................................................................................................................... 38
Transformational Maps........................................................................................................................... 39
SQL Statements ................................................................................................................................... 39
Loaded Tables (First 2 Pages ONLY) ........................................................................................................ 41
Tab 3 – Reports ............................................................................................................................................. 0
Total Sales By Month ................................................................................................................................ 1
SQL Statements ..................................................................................................................................... 1
Generated Report ................................................................................................................................. 2
Sales By Customer By Month (2011) ........................................................................................................ 4
SQL Statements ..................................................................................................................................... 4
Generated Report ................................................................................................................................. 5
Sales by Rep By Month for 2011 (Subtotal By Name)............................................................................. 17
SQL Statements ................................................................................................................................... 17
Generated Report ............................................................................................................................... 18
Total Sales by Month by Rep .................................................................................................................. 27
SQL Statements ................................................................................................................................... 27
Generated Report ............................................................................................................................... 28
Total Sales by PartNum by Territory ....................................................................................................... 31
SQL Statements ................................................................................................................................... 31
Generated Report ............................................................................................................................... 32
Total Sales by Product by Year ................................................................................................................ 44
Team 9
BCIS 4660.001 - Final Project
ToC 1
SQL Statements ................................................................................................................................... 44
Generated Report ............................................................................................................................... 45
Total Sales by Rep by Year ...................................................................................................................... 48
SQL Statements ................................................................................................................................... 48
Generated Report ............................................................................................................................... 49
Total Sales by Customer by Year ............................................................................................................. 51
SQL Statements ................................................................................................................................... 51
Generated Report ............................................................................................................................... 52
Total Sales by Territory by Year .............................................................................................................. 54
SQL Statements ................................................................................................................................... 54
Generated Report ............................................................................................................................... 55
Total Sales by Rep by Quarter ................................................................................................................. 56
SQL Statements ................................................................................................................................... 56
Generated Report ............................................................................................................................... 57
Total Sales by Team ID (Bonus) ............................................................................................................... 59
SQL Statements ................................................................................................................................... 59
Generated Report ............................................................................................................................... 60
Presentation Slides (2 per Page) ............................................................................................................... 0
Team 9
BCIS 4660.001 - Final Project
ToC 2
Tab 1 – Data Relation Definitions
Team 9
BCIS 4660.001 - Final Project
Page 1
Executive Summary
Premier Products (PP) is a multifaceted distributor of goods. These goods include
appliances, housewares, and sporting goods. They have been experiencing a high growth rate
as of late, and this has brought forth some problems in the data processing areas. PP has relied
on the use of spreadsheets up to now to maintain their records. Problems facing PP due to their
use of spreadsheets included:
•
Redundancy – The duplication of data in more than once place
•
Difficulty accessing related data
•
Limited security features
•
Size limitations (which are relevant due to the current growth in PP)
As we will illustrate throughout our project, the addition of a Database Management System
(DBMS) will prove to aid in the flow of information throughout the different areas of the
business.
We have created a database which consists of information concerning order details,
sales rep information, inventory information, and we have even made it possible to break down
into different sales territories. Through these different tables of information, we are quickly
able to generate many types of reports pertinent to our business. These reports include:
Team 9
•
Territory Reports
•
Sales by Year
BCIS 4660.001 - Final Project
Page 2
•
Sales by Customer
•
Sales by Rep
•
Sales by Part Number
•
Sales by Month
Each one of these reports will benefit PP by allowing them to see what is selling, where it is
selling, and who is buying it. It will also allow PP to keep track of Customer Rep performance,
which could in turn be used in figuring sales bonuses or any other such pay incentive.
Throughout the report we will illustrate how we built this database through loading of
other teams data with SQL, our own data creation, and the aforementioned report generation.
As with any new information system’s installation, the new DBMS’s transition would be
costly, but the benefits to the business would easily outweigh the costs.
Team 9
BCIS 4660.001 - Final Project
Page 3
Overview of Premier Products
Premier Products is a distributor of appliances, housewares, and sporting goods. The
company has been using spreadsheets to track sales, and keep other such information.
However, due to a significant increase in sales volume, Premier Products has started to
encounter some issues with information flow. If no changes in information management occur,
and volume continues to increase, the problems will keep piggybacking on top of each other.
Premier products operates throughought the country, and is divided up regionally.
Territories include Northwest, Southwest, Midwest, Southeast, and Northeast. Different teams
consisting of certain Rep’s, and different sales goals are dispersed through these territories.
The future of the company is looking way up. Sales and revenues are substantially
increasing. Of course this is a good thing, but it is also going to bring forth some necessary
changes with the companies information systems. Premier Products is soon expecting to
upgrade to a Database Management System to track all sales, customers, and inventory for all
territories. With the new systems in place, Premier Products will be able to handle the
increasing volume, while more efficiently handling all of its business information.
If continued growth is maintained, Premier Products can look to expand to more states
and maybe start to look internationally.
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BCIS 4660.001 - Final Project
Page 4
Premier Products Entity-Relationship Diagram (ERD)
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BCIS 4660.001 - Final Project
Page 5
Premier Products Relation List
Fact Table
•
OrderDetail (OrderNum, PartNum, OrderDate, CustNo, RepNo, NumOrdered, Price)
Dimension Tables
•
•
•
•
•
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Customer (CustNum, CustName, Street, City, State, Zip, Balance, CreditLimit)
Rep (RepNum, LastName, FirstName, Street, City, State, Zip, Commission, Rate)
Part (PartNum, Desc, OnHand, Class, Warehouse, Price)
Time2008-2012 (TimeKey, Date, Day_of_Week, Month, Cal_Year, Quarter, Day_Of_Week_Num)
Territory (TerritoryID, TeamID, TerritoryName, StateID, StateName)
BCIS 4660.001 - Final Project
Page 6
Project Plan (Gantt Chart)
Assumptions in the project schedule (Gantt Chart):
•
•
•
Team 9
It is assumed that the DBMS has already been selected by the company as Microsoft Access 2010 and was included in the project
requirements
It is assumed the DBMS is already installed
It is assumed that the maintenance of the DBMS will be conducted by in-house staff (ie. our projects ends after Implementation) and
requires a Live Handoff after Implementation
BCIS 4660.001 - Final Project
Page 7
Menu System (Hierarchy Diagram)
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BCIS 4660.001 - Final Project
Page 8
Database Documenter
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Team 9
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Team 9
1
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Sunday, November 25, 2012
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
Table: OrderDetail
Sunday, November 25, 2012
Page: 11
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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Team 9
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Team 9
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
Table: OrderDetail
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Team 9
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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Sunday, November 25, 2012
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
Table: Part
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Sunday, November 25, 2012
Page: 17
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
Table: Part
Sunday, November 25, 2012
Page: 18
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
Table: Part
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Team 9
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
Table: Rep
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Sunday, November 25, 2012
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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Table: Rep
Team 9
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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4660\Assignments\Team Assignments\Assignment 8\PPDW_Team1.09.accdb
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Text
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Table: Time2008-2012
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Table: Time2008-2012
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Table: Time2008-2012
Page: 34
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2
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Team 9
1
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1
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Ascending
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Table: Time2008-2012
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Required:
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Tab 2 – Data Loads
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Transformational Maps
The Steps we took to Transform the data and load it into the database were as follows:
1. Extract – To Ensure compatibility, we imported each database’s data into our own database.
This allowed each person to review the tables assigned to them and ensure the data was
compatable on a per-team basis.
2. Transform – Using our table as a template, we verified that the data met the minimum
requirements as far as constraints (specifically on the credit limits) and data types. The only
problem in this department seamed to be Team 2, who did not fulfill the requirements for the
orderdetail table, neglecting to include a part number for each order’s line. To remedy this we
added a new part number, 010101, also known as UNLISTED.
3. Load – Once data integrity was verified, we imported each table separately into our own tables
so that we could verify each team’s data.
4. Verification – To verify that all data was copied successfully and was still in the proper
constraints, we used the Select * FROM command for each table to make sure all data was
copied correctly.
Due to the fact that the SQL statements used to generate the reports were never invalidated (we were
not pulling specific data by name, just pulling data that fit requirements), no modification to the report
or SQL Queries was necessary.
SQL Statements
Statements for Loading
•
For Rep, Part, and OrderDetail Tables:
Insert Into <Table>
Select *
From <Table><Number>;
Where Table was the specific table (Rep, Part, OrderDetail) and Number was the team number
(1-16, excluding 3).
•
Team 9
For Customer Tabls:
Insert into Customer
Select *
From Customer<Number>
Where Number was the team number. We performed this step for all Teams except for Team 2,
whose specific code was:
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•
Insert Into Customer
Select *
From Customer2
Where ((Customer2.Sales)<>"FL"));
Time Table’s data was assumed verified, as the same time table was used across teams.
Statements for Cleaning
In order to clean up our database, we had to take the step of deleting all the extra tables. We used the
following commands to drop tables from other teams:
• Drop Table Customer<Number>;
• Drop Table Rep<Number>;
• Drop Table Part<Number>;
• Drop Table OrderDetail<Number>;
Where Number is the team number. In all we executed 60 drop statements (15 per table for the
alternate versions of the 4 main tables). The results of loading the tables can be found in the “Loaded
Tables” section, starting on page 46.
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Loaded Tables (First 2 Pages ONLY)
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Customer Table
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OrderDetail Table
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Rep Table
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Part Table
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Territory Table
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Rep Table
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Tab 3 – Reports
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Total Sales By Month
SQL Statements
SELECT [Time2008-2012].Cal_Year, [Time2008-2012].Month, OrderDetail.NumOrdered, [Time20082012].Month_Key, ([NumOrdered]*[QuotedPrice]) AS SummaryPrice
FROM [Time2008-2012] INNER JOIN OrderDetail ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY [Time2008-2012].Cal_Year, [Time2008-2012].Month, OrderDetail.NumOrdered, [Time20082012].Month_Key, ([NumOrdered]*[QuotedPrice]);
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Generated Report
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Sales By Customer By Month (2011)
SQL Statements
SELECT [Time2008-2012].Cal_Year, [Time2008-2012].Month, Sum(([NumOrdered]*[QuotedPrice])) AS
SummaryPrice, Customer.CustomerName
FROM [Time2008-2012] INNER JOIN (Customer INNER JOIN OrderDetail ON Customer.CustomerNum =
OrderDetail.CustomerNum) ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY [Time2008-2012].Cal_Year, [Time2008-2012].Month, Customer.CustomerName, [Time20082012].Month_Key
HAVING ((([Time2008-2012].Cal_Year)=2011));
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Generated Report
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Sales by Rep By Month for 2011 (Subtotal By Name)
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice, [Rep.FirstName]
& " " & [Rep.LastName] AS FullName, [Time2008-2012].Month, [Time2008-2012].Cal_Year
FROM [Time2008-2012] INNER JOIN (Rep INNER JOIN OrderDetail ON Rep.RepNum =
OrderDetail.RepNum) ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY [Rep.FirstName] & " " & [Rep.LastName], [Time2008-2012].Month, [Time20082012].Cal_Year
HAVING ((([Time2008-2012].Cal_Year)=2011))
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
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Generated Report
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Total Sales by Month by Rep
SQL Statements
SELECT [Time2008-2012].Month, [Time2008-2012].Cal_Year,
Sum(([OrderDetail].[NumOrdered])*([OrderDetail].[QuotedPrice])) AS SummaryPrice
FROM [Time2008-2012] INNER JOIN OrderDetail ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY [Time2008-2012].Month, [Time2008-2012].Cal_Year;
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Generated Report
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Total Sales by PartNum by Territory
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice, Part.Description,
Territory.TerritoryName
FROM [Time2008-2012] INNER JOIN (Territory INNER JOIN (Part INNER JOIN OrderDetail ON
Part.PartNum = OrderDetail.PartNum) ON Territory.TeamID = OrderDetail.TeamID) ON [Time20082012].Date = OrderDetail.OrderDate
GROUP BY Part.Description, Territory.TerritoryName, Part.PartNum, [Time2008-2012].Cal_Year
HAVING ((([Time2008-2012].Cal_Year)=2012))
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
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Generated Report
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Total Sales by Product by Year
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice,
Territory.TerritoryName
FROM [Time2008-2012] INNER JOIN (Territory INNER JOIN OrderDetail ON Territory.TeamID =
OrderDetail.TeamID) ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY Territory.TerritoryName, Territory.TerritoryID, [Time2008-2012].Cal_Year
HAVING ((([Time2008-2012].Cal_Year)=2012))
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
NOTE:
Only the first 4 and last 2 pages were included to demonstrate the functionality and depth/length of the
report.
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Generated Report
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Total Sales by Rep by Year
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice, [Rep.FirstName]
& " " & [Rep.LastName] AS FullName, [Time2008-2012].Cal_Year
FROM [Time2008-2012] INNER JOIN (Rep INNER JOIN OrderDetail ON Rep.RepNum =
OrderDetail.RepNum) ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY [Rep.FirstName] & " " & [Rep.LastName], [Time2008-2012].Cal_Year
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
NOTE:
Only the first 2 and last 2 pages were included to demonstrate the functionality and depth/length of the
report.
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Generated Report
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Total Sales by Customer by Year
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice, [Time20082012].Cal_Year, Customer.CustomerName
FROM Customer INNER JOIN ([Time2008-2012] INNER JOIN OrderDetail ON [Time2008-2012].Date =
OrderDetail.OrderDate) ON Customer.CustomerNum = OrderDetail.CustomerNum
GROUP BY [Time2008-2012].Cal_Year, Customer.CustomerName
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
NOTE:
Only the first 2 and last 2 pages were included to demonstrate the functionality and depth/length of the
report.
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Generated Report
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Total Sales by Territory by Year
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice, [Time20082012].Cal_Year, Territory.TerritoryName
FROM Territory INNER JOIN ([Time2008-2012] INNER JOIN OrderDetail ON [Time2008-2012].Date =
OrderDetail.OrderDate) ON Territory.TeamID = OrderDetail.TeamID
GROUP BY [Time2008-2012].Cal_Year, Territory.TerritoryName
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
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Generated Report
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Total Sales by Rep by Quarter
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice, [Rep.FirstName]
& " " & [Rep.LastName] AS FullName, [Time2008-2012].Quarter, [Time2008-2012].Cal_Year
FROM [Time2008-2012] INNER JOIN (Rep INNER JOIN OrderDetail ON Rep.RepNum =
OrderDetail.RepNum) ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY [Rep.FirstName] & " " & [Rep.LastName], [Time2008-2012].Quarter, [Time20082012].Cal_Year
HAVING ((([Time2008-2012].Cal_Year)=2011))
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
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Generated Report
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Total Sales by Team ID (Bonus)
SQL Statements
SELECT Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) AS SummaryPrice,
Territory.TerritoryName, Territory.TeamID
FROM [Time2008-2012] INNER JOIN (Territory INNER JOIN OrderDetail ON Territory.TeamID =
OrderDetail.TeamID) ON [Time2008-2012].Date = OrderDetail.OrderDate
GROUP BY Territory.TerritoryName, Territory.TerritoryID, [Time2008-2012].Cal_Year, Territory.TeamID
HAVING ((([Time2008-2012].Cal_Year)=2012))
ORDER BY Sum((OrderDetail.NumOrdered)*(OrderDetail.QuotedPrice)) DESC;
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Generated Report
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Presentation Slides (2 per Page)
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