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daveblake00
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Joined: 27 Feb 2013
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Topic: Issue with adding tp an Existing Report
Posted: 04 Mar 2013 at 6:00am |
I have an existing reports that list clients 1 to 10. all clients have multiple agreements but are only shown once.
I have been askes to add in the equipment type for each client. ie 3 X Product A. 2 X Product B. I am bringing this information in from a table with all active agreements showing clients and equipment
However when i bring in the equipment type it lists each typ of equipment as well as repeating the existing text so i end up with
Rank Client Comment Equipment Type
1 Client A Text Here Product A
1 Client A Text Here Product A
1 Client A Text Here Product A
And the same for the second client and third client and so on
What i need it to look like is
Rank Client Comment Equipment Type
1 Client A Text Here 3 X Product A
2 Client B Text Here 2 X Product A 1X Product B
Any help would be greatly appreciated
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DBlank
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Joined: 19 Dec 2008
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Posted: 04 Mar 2013 at 6:22am |
How many product types do you have? If a lot or they are dynamic in nature then I think this might work.
group on client, then group in product, insert a formula in the product grouop footer as
totext (count(product,product),0,"") + ' x ' + table.product
then us this in shared variable to concantenate the reults togther and display that in the client group footer.
suppress the headers and detail sections Edited by DBlank - 04 Mar 2013 at 6:22am
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daveblake00
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Posted: 04 Mar 2013 at 10:13pm |
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Gave it a try but no luck. The product type is a string field. Don't know if this makes a difference. Only 5 Product types . Names are a mixture of numbers and letters i.e ABD85-3FG
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DBlank
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Posted: 05 Mar 2013 at 3:54am |
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you can use running totals and conditional suppression but this will not update the report the way the other will if you start using new products. Do you want that process?
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daveblake00
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Posted: 05 Mar 2013 at 3:57am |
Have used running totals and that has helped a bit but text still repeating itself if a client had 2 different products,
New to crystal so not familiar with conditional suppression but will play around with it and give it a try.
Priducts are not likely to change.
Thanks for your help
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DBlank
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Posted: 05 Mar 2013 at 4:07am |
create 5 running totals each with conditional evaluation formulas
example 1
name=RTproductA
field to sumamrize = equipment
type=count
evaluate=use a formula
table.equipment=' equipment A'
reset= on change of group 1 (client)
you can place each of these in the group footer to make sure they count each type correctly
now you can create formula fields to use this data
make sure to set the formula to 'use default values for null'
//display
(if #RTproductA>0 then totext(#RTproductA,0,"") + ' X product A') &
(if #RTproductB>0 then totext(#RTproductB,0,"") + ' X product B') &
(if #RTproductC>0 then totext(#RTproductC,0,"") + ' X product C') & ...
place this in the report footer
suppress the detail section
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daveblake00
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Posted: 05 Mar 2013 at 4:30am |
Have done that and it tidies up the report however the repeating issue remains
eg
1 $100,000 Client A 7XProduct A
1 $100,000 Client A 5XProduct B
No issue if a client has only one product type
eg
2 $100,000 Client B 7XProduct A
3 $100,000 Client C 7XProduct B
4 $100,000 Client D 7XProduct A
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DBlank
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Posted: 05 Mar 2013 at 4:49am |
did you group on the client and place these in the group footer and suppress the details?
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daveblake00
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Posted: 05 Mar 2013 at 6:29am |
Yes have done that now. Still not really working. What is coming up now is
1 $100,000 Client A 4x Product A
1 $100,000 Client A 4x Product A 8XProduct B
The second line is correct but don't want to see the first line
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DBlank
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Posted: 05 Mar 2013 at 7:27am |
is that numeric value on the left the primary key?
switch your group to use that and try it. Dont add a new group as it will make you fix your RT's, instead change the group field in the group expert)
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