Sales Report InfoPath 2010 template

Watch a demonstration of codeless InfoPath techniques that are contained in an InfoPath 2010 form that can serve as a sales report.

This InfoPath video is a demonstration of a Sales Report InfoPath form template, which I'm making available free of charge to all customers who bought InfoPath 2010 Cookbook or InfoPath 2010 Cookbook 2.

InfoPath 2010 video transcript:

Here I've got an InfoPath form that is completely based on codeless techniques. The first thing that the InfoPath form does when you open it is that it displays the current date in this date picker. Then it displays the month based on the current date. And it displays the year based on the current date.

This year drop-down list box also gets dynamically populated with a certain amount of years. So if you have the current year, it will take 7 years in the past and 7 years in the future. For example, if the current year is 2013, the years would run from 2006 to 2020.

Another thing is that I can enter a category here, and I can specify products. I'll say this is Product 11 and I'll say it costs $10 and I've sold 2 units. And then you can see the totals being calculated here.

I can add a second product. I'll say this is Product 12. It costs $20. And again you'll see the totals being calculated here.

I can also add a second category. Once I've added the second category, you'll see that a summary section will appear here at the bottom of the form. And when I give this category a name, you'll see that same name appear here in the summary section.

I'll say Product 21 belongs to Category 2, and it costs $100. And again, you'll see the totals being calculated here, and the grand total of the categories displayed here in the summary section.

So that is how this InfoPath form works.


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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author.