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IDProjectCategoryView StatusDate SubmittedLast Update
0026935Openbravo ERP07. Sales managementpublic2014-06-25 08:322014-08-08 18:53
Reporterrafaroda 
Assigned Torafaroda 
PrioritynormalSeverityminorReproducibilityhave not tried
StatusclosedResolutionfixed 
PlatformOS5OS Version
Product Version 
Target VersionFixed in Version 
Merge Request Status
Review Assigned Torafademiguel
OBNetwork customer
Web browser
ModulesCore
Support ticket
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary0026935: Sales Invoice Dimensional Report exportable to excel
DescriptionA new button to export the report to excel will be added in the Sales Invoice Dimensional Report.

The Excel layout will include the following columns (in the same order that are listed):
1) Organization
2) Business Partner Group
3) Business Partner
4) Document No
5) Invoice Date
6) Product Group
7) Product
8) Amount
9) Cost
10) Profit
11) M.%
12) Weight
13) Quantity
14) Contact
15) Sales rep.
16) Project
17) Ship to address

With the level of detail shown in the excel layout, the users will be able to group by any of the report dimensions. In addition, a column with the Invoice Date will be included in the excel layout, therefore, the user will be able to do an extra analysis using this column what is not shown in the html and pdf results.

Once the result has been exported to the excel, the user will be able to delete those columns that he doesn't need for the analysis or modify the columns order before grouping in the excel.

Some considerations about the excel result are:
* The excel result takes into account the Primary filters ‘From/To Date’ and ‘Amount Greater/Less Than’ but doesn’t consider the option ‘Comparative Report’ neither the related filters ‘From/To Reference Date’.
* The excel result takes into account all the Secondary Filters.
* The excel result ignores the section ‘Dimension’, it always show all possible columns and the highest level of detail for that the user can use the excel grouping features.
* The excel result ignores the section ‘Sort’. The default order in the excel will be the following: Organization, Document No and Invoice Date. The user will be able to modify the order easily using the excel ordering features.
* The excel result considers the filter ‘Currency’.
Steps To ReproduceGo to Sales Management > Analysis Tools > Sales Invoice Dimensional Report
Proposed Solution
Additional Information
TagsNo tags attached.
Relationships
related to feature request 0026936 closed rafaroda Purchase Invoice Dimensional Report exportable to Excel 
related to feature request 0027567 new rafademiguel Sales Invoice Dimensional Report Comparative exportable to Excel 
related to defect 0027622 new rafaroda Small fixes on Sales and Purchase Invoice Dimensional Reports export to Excel 
related to defect 0028972 closed egoitz Java heap error when exporting the sales invoice dimensional report to excel 
related to feature request 0031733 scheduled markmm82 It would be fine if invoice's currency was added to the invoice dimensional reports when exporting to Excel 
Attached Files
Issue History
Date ModifiedUsernameFieldChange
2014-06-25 08:32rafarodaNew Issue
2014-06-25 08:32rafarodaAssigned To => rafaroda
2014-06-25 08:32rafarodaModules => Core
2014-06-25 08:32rafarodaTriggers an Emergency Pack => No
2014-06-25 08:36rafarodaRelationship addedrelated to 0026936
2014-06-26 12:50hgbotCheckin
2014-06-26 12:50hgbotNote Added: 0068338
2014-06-26 12:50hgbotStatusnew => resolved
2014-06-26 12:50hgbotResolutionopen => fixed
2014-06-26 12:50hgbotFixed in SCM revision => http://code.openbravo.com/erp/devel/pi/rev/e057bc476021d05147c22e31324f13863e9d2aec [^]
2014-06-26 12:50hgbotCheckin
2014-06-26 12:50hgbotNote Added: 0068339
2014-06-26 14:52rafarodaNote Added: 0068352
2014-06-26 14:52rafarodaStatusresolved => new
2014-06-26 14:52rafarodaResolutionfixed => open
2014-06-27 04:06hudsonbotCheckin
2014-06-27 04:06hudsonbotNote Added: 0068388
2014-06-27 04:06hudsonbotCheckin
2014-06-27 04:06hudsonbotNote Added: 0068389
2014-07-07 11:28rafarodaStatusnew => scheduled
2014-07-07 11:28rafarodafix_in_branch => pi
2014-07-22 08:11hgbotCheckin
2014-07-22 08:11hgbotNote Added: 0068777
2014-07-22 08:11hgbotStatusscheduled => resolved
2014-07-22 08:11hgbotResolutionopen => fixed
2014-07-22 08:11hgbotFixed in SCM revisionhttp://code.openbravo.com/erp/devel/pi/rev/e057bc476021d05147c22e31324f13863e9d2aec [^] => http://code.openbravo.com/erp/devel/pi/rev/605a1d2034453adaf347ab3ed9f1b15d97783f55 [^]
2014-07-23 10:41rafademiguelReview Assigned To => rafademiguel
2014-07-23 10:41rafademiguelStatusresolved => closed
2014-08-08 18:53hudsonbotCheckin
2014-08-08 18:53hudsonbotNote Added: 0069201
2014-09-09 16:07rafarodaRelationship addedrelated to 0027567
2014-09-17 09:27rafarodaRelationship addedrelated to 0027622
2015-02-17 18:56egoitzRelationship addedrelated to 0028972
2015-12-16 13:27ngarciaRelationship addedrelated to 0031733

Notes
(0068338)
hgbot   
2014-06-26 12:50   
Repository: erp/devel/pi
Changeset: e057bc476021d05147c22e31324f13863e9d2aec
Author: Rafa Roda Palacios <rafa.roda <at> ubiquads.com>
Date: Wed Jun 25 11:31:41 2014 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/e057bc476021d05147c22e31324f13863e9d2aec [^]

Fixes issue 26935 Feature request to make Sales Invoice Dimensional Report exportable to excel

---
M src-db/database/sourcedata/AD_MODEL_OBJECT_MAPPING.xml
M src-db/database/sourcedata/AD_TEXTINTERFACES.xml
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR.java
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJRFilter.html
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR_data.xsql
A src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesXLS.html
A src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesXLS.xml
---
(0068339)
hgbot   
2014-06-26 12:50   
Repository: erp/devel/pi
Changeset: b2afbb7336ebb488681b97da22723287dfefd5b2
Author: Rafa Roda Palacios <rafa.roda <at> ubiquads.com>
Date: Wed Jun 25 16:32:45 2014 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/b2afbb7336ebb488681b97da22723287dfefd5b2 [^]

Related to issue 26935 Corrects conversion and ordering

---
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR.java
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR_data.xsql
---
(0068352)
rafaroda   
2014-06-26 14:52   
Backed out and reopened:
* https://code.openbravo.com/erp/devel/pi/rev/35f3362ee6a7 [^]
* https://code.openbravo.com/erp/devel/pi/rev/174b96a6fa01 [^]
(0068388)
hudsonbot   
2014-06-27 04:06   
A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/c5640d5a10d4 [^]
Maturity status: Test
(0068389)
hudsonbot   
2014-06-27 04:06   
A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/c5640d5a10d4 [^]
Maturity status: Test
(0068777)
hgbot   
2014-07-22 08:11   
Repository: erp/devel/pi
Changeset: 605a1d2034453adaf347ab3ed9f1b15d97783f55
Author: Rafa Roda Palacios <rafa.roda <at> ubiquads.com>
Date: Tue Jul 22 08:11:07 2014 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/605a1d2034453adaf347ab3ed9f1b15d97783f55 [^]

Fixes issue 26935 Feature request to make Sales Invoice Dimensional Report exportable to excel

---
M src-db/database/sourcedata/AD_MODEL_OBJECT_MAPPING.xml
M src-db/database/sourcedata/AD_TEXTINTERFACES.xml
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR.java
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJRFilter.html
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR_data.xsql
A src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesXLS.jrxml
---
(0069201)
hudsonbot   
2014-08-08 18:53   
A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/4450016dee64 [^]
Maturity status: Test