I have 3 tables,
Table 1:
Client
Table 2:
Followups
Table 3:
Referrals
It's a one to many relationship where one client can have multiple followup or referrals.
How do I display the Followups and Referrals between 2 dates?
I have a summary field which counts the total of each followup and referrals but they show me all the count rather than in between a given date
In your relationship graph make a new table occurance that restricts the related set based on a date range. Here is an example image. You can make "date one" and "date two" globals so that they are not stored, and operate across all records. Base your sum / count calcuations based on this relationship.
Otherwise you can use a sub-summary on your layout in list view, and place the Summary fields in the sub summary. The summary field will show the sum for that sub section.
Another option is to place the summary field inside a one-row portal and filter the portal to show only records within the desired range.
This requires much less resources than adding filtered relationships - but it can be slow if you have too many related records.
Related
I have a dataset for health procedures with each patient listed under Index_Num. Most patients are listed several times as they have had several services. There is a column with their age.
There is another column called Portal_Use, which says "Yes" or "No" based on whether the user is a portal user.
The question I am trying to visualize in Tableau is the Average Age of Portal Users.
I created a group of the Index_Num, but don't know where to go from there. I'm essentially looking for a bar chart that has one bar for portal users and one bar for non portal users with the average age. This would be very easy if there weren't multiple rows per patient.
Based on your explanation I have used below data to generate the sample workbook.
Use your Portal_Use flag as a Columns
Add Age as an AVG value in Row section
From Show me section select the Type of Bar char you needed
Above will give you desired results as per below.
I hope this helps!!!
Crystal reports don't let me use a custom count formula field to filter which transactions to show in a manager report.
I'm creating a Crystal report that team leaders are supposed to take out to see on how many occasions their employees have reported in sick. A record is only supposed to show if that person has reported in sick 6 or more times the last 12 months.
The report shows a record (a page) for each employee belonging to the managers organisational unit. Below the employee information is a subreport where I show the transactions from the salary/time system. Using select expert, I have filtered out the transactions that is supposed to show. I have then created a database field that count which day was 12 months back from today, and filtered so that only the transactions falling into this period shows.
My last problem is that I only want to show the record that has a minimum of 6 such transactions during the period. I created a formula field named #Antal ("amount" in Swedish) that simply counts the distinct number of dates in the "from"-date for the salary transactions I'm showing (since a change of law 2019-01-01 we needed to create a new transaction type, so some of the occasions after 2019 may have two transactions referring to one sick leave, thus I'm counting the first day of the period instead), DistinctCount ({P_LSTAT.P_SXXX06})
Now, the subreport has a new column with Antal (amount) that counts the amount of the desired salary transaction. I then try to use the selection formula to only show records where {#Antal} >= 6 but I get the following error:
This formula cannot be used because it must be evaluated later
Is there any other (better) way of doing this, or am I simply missing something?
For your selection based on {#Antal} >= 6 you need to use the group selection formula, not the record selection formula. Record selection is used to select records which meet the criteria before reading in the data. Group selection is used to filter out entire groups of records based on summarised values, after the records have been read in and the summaries calculated - which sounds like exactly what you need here.
The value of a Formula Field is out of scope when the Select Expert is evaluated.
There is no process for calculating the value of a Formula Field before it is printed within the section of the report it is placed. The Select Expert is evaluated prior to any section of the report being printed, so at this time all Formula Fields are effectively Nothing.
I want to make a report that runs a query on database, it gets the count of items used in a specific transaction grouped by their name, so both item's name and its count are retrieved from db, is it possible ?
The query will get results similar to this:
You can use cross tabs for this purpose.
Create a cross tab and use Item name in columns and count in rows.
There are many links when google, below is as sample
https://www.tutorialspoint.com/crystal_reports/cross_tab_layout.htm
In our system, it shows each charge as a record, despite the account being the same.
Crystal reports image
How would I go about doing this?
Also, is there a way to show it like this even though they are all seperate records?
Option 2
You can solve this using sub reports.
In main report take distinct record and place the fields Account and city in detail section.
Now take sub report and place it after the first 2 columns in detail section but take care that you won't select the option distinct records that means you retrieve all records. In sub report place Charge type, charge fields
I've been working on a report that uses subreports to print records.
The problem is: for the same information, there may be several records - i.e.:
There may be several records for the same product if those records differ in one single column. My goal here is to make a Record Selection Formula that says: "if that item is already shown, then don't show it once again."
I've tried to use (shared) variables for this, but can't seem to find the way, because of the evaluation time.
Selection formulas are already being used to apply some filtering criteria. The column that may differ between two ocurrences of the same record is not always the same, so using a simple Selection Formula is not likely to work...
Any suggestions?
Example:
I used the record selection to tell the report:
"Show me all the products according to these criteria (warehouse=parameter1 and category=parameter2 for example)".
But there may be more than one record for the same product of the same category and inside the same warehouse, if one or more fields are different (for example, different price, different lot)
I want not to display those repetitions.
Your approach is wrong... Record Selection Forumula is something that is applied at report level not on the row level or column level.
If you requirement is not to show the records that duplicates then you need to write the supress condition for those, As per your requirement apply supress condition to the rows or columns.