Report Design: New to charts and need to drill down

Print Page | Close Window

New to charts and need to drill down

Printed From: Crystal Reports Book
Category: Crystal Reports 9 through 2020
Forum Name: Report Design
Forum Discription: The best way to design a report and problems you have encountered
URL: http://www.crystalreportsbook.com/forum/forum_posts.asp?TID=18583
Printed Date: 05 May 2024 at 2:01am

Topic: New to charts and need to drill down

Posted By: gloworm
Subject: New to charts and need to drill down
Date Posted: 15 Jan 2013 at 4:59am

I am new to using charts in Crystal. I havent used any charts for years.

I created a chart from a Command that I pasted a query into.
The chart looks fine for the first step.

Now I need to drill down into the data displayed on the chart.
This is where I am stuck.
How do I go about drilling down?

I have the chart in the report header right now.
I moved it to a group section as I read in a book. However, that divided my single chart into individual charts, which I dont want.

How do I successfully drill down in the chart I created?

Replies:

Posted By: DBlank
Date Posted: 15 Jan 2013 at 5:08am

the structure of the report has to support the the way the chart is organized and the summarizations need to be based on the group level sumamrizatrions.

basically you have have to set up your groups in the report, then sum or count in the group.

then in the chart design on data use the group option and then the available items that appear for you to use are based on the the group and group summarizations you created in the rest of the report set up/design.

Posted By: gloworm
Date Posted: 15 Jan 2013 at 5:15am

If I create a group on Manager and put all of the fields in the group header, where do I put the chart?

Posted By: gloworm
Date Posted: 15 Jan 2013 at 5:23am

I created a group on Manager. I also put a count of part numbers in the group header. The rest of the fields are in details.

When I add the chart in the group section, it divides the single chart into an individual one for each Manager.

I understand why it gets divided. What I dont understand is how can I make this work to where I can drill down into the data in a single chart for all managers listed in the data.

Posted By: DBlank
Date Posted: 15 Jan 2013 at 5:31am

place it in the report header

Posted By: gloworm
Date Posted: 15 Jan 2013 at 5:57am

I put it in the header and now the chart looks right.

How do I drill down into the data without the chart being in a group?
All I have read says to drill down it has to be in a group.

Posted By: DBlank
Date Posted: 15 Jan 2013 at 6:00am

point at the bar for the group in the chart, your cursor should turn into a magnifying glass.double click on it the bar

Posted By: gloworm
Date Posted: 15 Jan 2013 at 6:13am

Mine does not turn to a magnifying glass. I have tried to make the chart use the group as its source and it wont let me.

Posted By: DBlank
Date Posted: 15 Jan 2013 at 6:40am

what type of chart is it?

Posted By: gloworm
Date Posted: 15 Jan 2013 at 7:39am

I dont understand.
It is a chart I created using the chart wizard. I clicked Insert Chart and did the steps to tell it what data to use.

It created the chart.

IDK what else to say.

Posted By: DBlank
Date Posted: 15 Jan 2013 at 7:50am

ill assume a bar chart then as I think that is the default.

right click on the chart object and select chart expert

the type tab is set to a bar chart (you can change it here if you want but not all types support drill down).

select the data tab

click on the 'group' option on the left. This is only avaialble if the report has a group and there is a summary of a field at the group level. the summary must be able to be made using the insert summary function (the sigma/blue "E" button).

if this option is disabled you need to check/fix your grouping and the summary field you inserted.

If it is enabled, select it and then select the desired options for the 'on change of' (one per grouping in the report) and show (summarization options of the data at the selected group)

Posted By: gloworm
Date Posted: 15 Jan 2013 at 7:58am

ok, i figured out what you were saying.
Yes, it is a bar graph.

I now have the hourglass and can double click on the individual bars.

Now, how do I put data behind the bars so that I see stuff on the drill downs?

Posted By: DBlank
Date Posted: 15 Jan 2013 at 8:13am

when you drill into it you are drilling into the group. really no different than drilling into a group name.

Just design the detail section and gh/gf sections to appear as you want it to and set them to be Hide drill down ok.

Posted By: gloworm
Date Posted: 17 Jan 2013 at 5:00am

I am trying to get the first drill down to work and am not making any progress. Maybe I am not doing it right. Here is what I have done:

I have created a new count and put it in group 1 with the other data the first chart was made from. Double clicked and got a blank page.

I created a new group and put the count there. Same as before, nothing but a blank page on the drill down.

Should I have created a new group?
Put in old group?
Done something else?

What am I missing?

I thought about creating a new chart for the count, but where would it go and how would it tie into being the drill down from the first chart?

Posted By: gloworm
Date Posted: 17 Jan 2013 at 5:30am

I created a new group on the field I want the second chart created from. It comes up in the drill down.

However, It does not show the data correctly.

This new field contains either Yes, No, or Blank.

For each manager in the first chart, I want to be able to drill down into the bar for that manager and see the counts of Yes, No, or Blank side by side in the second chart.

What I have gotten in my trying to make this work so far:

A single bar for Yes and a single bar for No in separate charts.
A single bar for No and nothing for Yes.

In my first chart, it allowed me to go a group chart. This one will not allow me to choose Group in the Chart Expert.

Posted By: DBlank
Date Posted: 17 Jan 2013 at 5:31am

in the section expert how do you have your groups set up?

If you have "Suppress(no drill down)" marked as true (checked) then your data is remains hidden when you drill into it. Uncheck these

Posted By: gloworm
Date Posted: 17 Jan 2013 at 6:12am

I got this to work by going into Chart Expert, Data tab and adding the new field to the On change of box, the show value box has Count of New Field.

Now I am working on the third chart, the next drill down. I inserted a new section below the last one. I now have Group 1a 1b, and 1c.

I can drill down from chart 1 to chart 2. However, I cannot figure out how to get to chart 3 in the drill down.

Chart 1 is count by Manager, works
Chart 2 is count of Yes/No/Blank by Manager, works
Chart 3 is a count by Part Name by Manager, does not work

On preview, I double click on the desired managers bar. It takes me to chart 2 as expected. I then double click everywhere on chart 2 and it does not drill down.

What have I missed?

I tried to change the fields in the On change of box on Data tab of Chart Expert and it will only allow me to put 2 field names in the box. It currently has Manager then Part Name, with count of Part Name.

Posted By: gloworm
Date Posted: 17 Jan 2013 at 6:25am

I found Chart 3. It is on the second page of the drill down. Why?

The way it is now, chart 1 is on page1, which is correct. I double click on that chart and it drills down to chart 2, correct. At this point I cannot drill down to chart 3. Chart 3 exists on page 2 of the drill down.

Why is it on page 2 of the drill down and not in a drill down from chart 2?
How can I get it to be a drill down from chart 2 to chart 3 and not be a 2nd page on chart 2's drill down?

Chart 1 shows count of all repair orders by manager.
Chart 2 shows a breakdown into Yes/No/Blank of the total repair orders by manager.
Chart 3 further breaks down the Yes/No/Blank into counts of individual part names.

Posted By: DBlank
Date Posted: 17 Jan 2013 at 6:26am

If I understand you correctly chart 2 and chart 3 are confilcting with each other in how you can set up your report group structure.

I am not aware of a way (other than subreports which is not the same thing) to user drill down into two distinctly different group structures within the same report.

Posted By: gloworm
Date Posted: 17 Jan 2013 at 6:28am

So what I may have to wind up doing is having chart 1 be as it is now. On page 1 all by itself and having the capability of being drilled down into.

The subsequent charts would be separate pages in the drill down.

Right?

Posted By: DBlank
Date Posted: 17 Jan 2013 at 6:44am

I could definately be wrong on this but...

My understanding of chart drill down is really it is only acting the exact same as drilling down using a group name or group summary field in a GH or GF.

You can really ignore the chart all together to start with.

Try to understand your report from the group and the drill down using groups and there structure only first. Once you get how drilling into each group header works you can relate the group header to the bar in the chart that it represents. That bar will drill down the same as the group you drilled into inside the report.

Here is an example to help explain.

When using 2 levels of charts, you are not really drilling from one chart into another chart. You are drilling from the report header where your first chart was placed, into a group header where your second charts was placed so it looks like your drilling into another chart.

Posted By: gloworm
Date Posted: 21 Jan 2013 at 6:00am

I have been given an old report that was used here. It goes down like 5 levels or more in charts.

I created my report the same way as the older one was, but I am still not getting the right results.

I can go from chart 1 to chart 2, no problem. It is when I try to go to chart 3 that I have an issue. From chart 2, every chart after that is on the next page like a regular report. No on a single page as if you were drilling down into it.

Something else I noticed, I cannot get the GROUP layout in the Chart Expert to be available to me.

I put the charts in Group Headers so I don't know why I cant get them to "Drill Down" like from chart 1 to chart 2.

Posted By: DBlank
Date Posted: 22 Jan 2013 at 4:37am

group option is only available when you use an insert summary function on the group. Just because you have a summarized field does not mean it folowed the rules for making it available. If you use the Sigma sign to insert the summary then it meets the rules.

You cannot drill from chart 2 into chart 3 if they are at the same group level. You have to have another group below 2 it to keep drilling into it. Your charts 2 and 3 are both inside the same group level (manger field). That is not drilling down, that is more like sliding laterally and there is no function to do that.

Does that help explain?

Posted By: gloworm
Date Posted: 22 Jan 2013 at 5:24am

I figured that one out this morning. I can now drill down to every level I need to for charting.

Now I need to display the details of the data behind the chart.

Here is what I did, not sure if there is a better way to do it.

I unsupressed the details.
This gave details but no headers.

I moved the details headers around and wound up putting them in the last groups header. Told it to not do new page after. I now have headers but only on the first page of the details.

How can I get the header to appear on each page of the details, like a page header?
I tried it in page header and it did nothing.

Posted By: DBlank
Date Posted: 22 Jan 2013 at 5:31am

there are some other things you can use.

for the headers go into the group expert

select the group you want to edit

click on options

select options tab

check the 'repeat group headers on each page' as true

for how to show the details when drill down you can use a formual for suppressing and use the drilldowngrouplevel function

When you opena report it =0 when you drill into one group it = 1, etc.

Posted By: gloworm
Date Posted: 28 Jan 2013 at 5:31am

Sorry for not chiming in earlier, got pulled off on another project.

The Group Expert option worked perfectly.
This report now works like I believe it should.

I appreciate all of the help.
Will see what the customer thinks of my efforts.

Print Page | Close Window