We have customers that order product on an annual basis. I have a report that needs to show only customers and related orders that have NOT placed an order in the current year. I filter all orders down to the current year and the year prior.
Right now, if a customer has orders for last year, I want them to show on the report, but once the customer places an order for the current year, I want both the current year order and the prior year orders to drop off the report.
Our salespeople use this report to manage the customers that need to be contacted in the current year. Once the report is empty, they are done for the year.
I know how to suppress the rows based on the value of a single member of the group, but suppressing them does not remove them from the summary calculations, so I need them to either disappear, or I need to be able to change all values to zero for that customer once they place a new order.
Thank You.
I created a running total field to trap the current year.
If Year(#Date)=2019 then 0 else Qty
When I put the formula into a qty formula, I get the "Summary has been specified for a non-recurring field"
Related
I have a bar chart below that shows the sum of clients by month. I want to be able to click on a month and use a dashboard action to navigate to all data for each of the clients represented in the month that was clicked. Basically, I want to exclude the date portion of the filtering.
I currently do this by navigating to a sheet that includes client_id and filters for the single month and then I select all client_ids and action to another sheet that filters by the selected client_ids and not date. I want to remove the middle step.
If the above selected month is April 2020 and represented 64 clients, my current action takes me to a sheet that has each client on a row and shows me their sum of invoices for April 2020. I want to see those same 64 clients for all months they have transactions in.
This one may be tough to accomplish, but I definitely see what you're setting out to do. If you're using a date dimension on your action it will use that data to filter.
However, there may be some other options depending on what you're needing. If don't need to see the invoice ids and only want to see the sum of invoices for all months you could use a LOD (Level of Detail) calculated field.
You would create a calculated field like:
{ FIXED [client_id] : SUM([your invoice amount measure])}
Use this as a new column to get the sum of all invoices in your data set for each client.
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 need to compare last year sales and current year sales based on quintile score and should divide all the customers into 1,2,3,4,5 buckets using NTILE function.
Also need to include 2 more columns(old,new) in the report.
Old indicates customers who comes under 1,2,3,4,5 buckets in previous year but not purchased in current year.
New indicates customers who comes under 1,2,3,4,5 buckets in current year but not purchased in previous year.
For this i have created two custom groups one for previous year and other for current year.
In each custom group i have created 5 filters for 1,2,3,4,5 buckets and in one custom group i have included one more filter for old and in another custom group i have included filter for new.
In report results old and new columns are missing and remaining 1,2,3,4,5 values are getting for previous and current year in form of matrix(6*6).
I am a beginner in iReport and I cant program Java so I hope you can give me an idea.
I've already managed to make a chart that displays how often all customers have ordered in february, march,... etc.
Thats how I did it:
In category expression I have: $F{Month}
In value expression I have : $F{count(Orders)}
But I want to display how often only one customer (for example customer a) has ordered in february, march,... etc.
I have the following values which i can use:
Month, Orders and Customers(here are all customer names saved)
-------//-----------UPDATE--------------//-----------------------------------
I want to display a chart which represents the total orders per month of a customer. But iam trying to display my 3 customers (my database has only 3) in only one chart (stacked).
For example(see picture above): I want to display the total orders from Customer A (yellow) in february. And I want to display the total orders from Customer B (blue) in february and the same for customer C.
The customers should be displayed stacked (3 in every month) and every customer should have a different color plus the total orders from every customer should be displayed ...like in picture above for example:
customer A(yellow) made 3 total orders in february, Customer B(blue) made 2 total orders in february, customer C..etc.
it is very important that every month displays 3 customers...stacked.
How do I do this?
I appreciate every idea.
From what I have understood from your question, you want to show a chart which represents the total orders per month of a customer.
You need not use stacked bar graph for this purpose.
You may want to use bar graph which would serve your purpose.
If you want to see the chart per customer, create one parameter $P{customer} and pass it into your query.
Refer document iReport-Ultimate-Guide-3 on how to create parameters and to use it in queries.
e.g:
select customer,month,count(orders)
from <your table>
where customer=$P{customer}
group by month
The above approach would work if you want to see the details for only one customer.
**Here is my solution after your update.**
From your update, it seems like you want to represent the total orders per month for all the customers.And you want to use stacked chart for the same.
Then what you have done is correct but have missed to add a field to your 'Series Expression'
Add your field customer to your series expression and this will resolve your problem i.e,
Series Expression : $F{customer}
Category expression : $F{Month}
Value expression : $F{count(Orders)}
This will display the chart in the format you have specified.
Create a paramter that takes your customer name $P{customerName}
and another takes month $P{month}
pass these two paramters to your sql like that
SELECT customer_name, order_count FROM customers
bla.. bla..
WHERE customer_name=$P{customerName} and month=$P{month}
then create a chart with only one serie to show one customer as one color. Not like yours with 3 colors.
Fell free to ask for more specific detail.
I'm working with a dataset where employee utilization is calculated as (Time Billed to X/Standard Billable hours). As such, to get the total billable percentage for an employee, I can just sum up the percentages billed to each client. However, I also want to be able to see the percentage of time billed by department.
I've currently got my data in a matrix with row groups Department-->Employee-->Client with 1 column group of "time sheet ending date". When I toggle the visibility of the client row group based on the employee row group, I get the correct totals at the client and the employee level. However, when I toggle the visibility of the employee row group based on the department row group, the department row group has the wrong totals. For example, if Department A has employee B with 90% utilization and employee C with 95% utilization, the toggled total at the department level is 185%....However, I am expecting to see 92.5%....any ideas????
You might just need to tweak the expression used to get the department total. I am unsure what expression exactly you used, but it should be of the form:
SUM(epmployeePercentageColumn)/COUNT(employeePercentageColumn)
obviously replace the "employeePercentageColumn" with whatever field or variable or expression that represents each of the employee percentages that come under the particular department.
If your current expression isn't in that form, try and tweak it.
Hope it Helps.