I have a database table named ORDERS that contains repair order data and invoice data. Each record has an ORDERTYPE (i.e. INVOICE or REPAIR) and all invoice records have a system-generated ORDERID that links them to the repair orders (called the REFORDERID).
I have a second database table called ORDERLN that contains all individual line items for the repair orders and invoices. I need to access this data selectively to retrieve sales and cost information.
I need to limit my selected report data by the INVOICE DATE, which is contained in the ORDERS table. I have been trying to limit the report's record selection by DATE and INVOICE TYPE but that restricts me to only working with INVOICE data. I need sales data, which is on the invoice and I can get this easily, but I also need cost data which is only on the repair order, hence my need to query that data as well.
I need a way to first restrict the invoice close date, then pull in the invoice data AND pull in the repair order data. The link to the repair order data must be made via the REFORDERID records.
Can anyone guide me either with record selection formulas or SQL queries?
Thanks,
John
As per your requirement and explanation.. below is my approach...
Link the ORDERS and ORDERLN tables in database expert.
To limit the data create 3 parameters Start Date, End Date and one parameter for Invoice type.
In record selection formula write below formula.
If you are picking the invoice date form ORDERS then
ORDERS.Invoice Date>={?Start Date} and ORDERS.Invoice Date<{?End Date} and
ORDERS.Invoice Type={?Invoice Type}
Above selection will pick the user required date and invoice type from database.
Now place the fields you need in the report design
Related
I tried looking for the answer but all the questions were more complicated, needing more complicated answers.
I'm trying to find the sum of a column in Crystal Reports, putting it into the footer, but when I do it gets a grand total that is totally incorrect. For example, i want to find the sum of the column balance, which has only got one row with £0.68, but CR puts £69.36. I have had to suppress the duplicates, so that probably has something to do with it, but since i'm new to everything code related I need some help.
The duplicate values you are seeing most likely are not a bug, but rather are data columns that have a many-to-one relationship with other data columns in a joined data table. Which is when grouping your data becomes necessary. For example, within a database one Invoice record typically joins with 1 or more Invoice Detail records. Each Invoice Detail record will have the same Invoice Number, and you will have duplicate Invoice Number values in your report. You say you begin by filtering your report to a single customer, but if that customer has more than one invoice, without a grouping level on Invoice Number, then the details section is the only place you can print the Invoice Number and it will duplicate over and over again for each item on the invoice that is defined on your Invoice Detail table. By grouping on Invoice Number you can use the group header section to print data fields that have a 1-to-1 relationship with any one invoice without duplicating them. Then you can use a summary field in the group footer section that properly reflects your grouped data without counting the duplicate values.
I'm creating a data entry form in Access where sales people can select a product, then enter a quantity for that product in each of 12 columns representing the next twelve months. For a given project, there may be up to ten products, so each product will be on a separate row.
Tables:
Project - fields ProjectID, ProjectName, City, SalespersonID, StartDate
ProjectDetail - fields ProjectDetailID, ProjectID, ProductID, Date, Quantity
Product - fields ProductID, ProductName
Salesman - fields SalespersonID, SalespersonName
Currently I have the Project form with the simple project header information, and I want the ProjectDetail information to be a subform, of course. But - when I used a query to give me "buckets" of Quantity for Month0 (the current month), Month1, Month2, etc., I found that I can't enter data into the form because the fields are based on an expression.
What's the best way to handle this? Thanks in advance!
If each ProjectDetail entry will have multiple sets of Date and Quantity, it might be wise to pull those out into a separate table with a one-to-many relationship to ProjectDetailID, especially if you anticipate the number of date/quantity pairs could change from twelve. So, a ProjectDetailQuantity table would have fields ProjectDetailQuantityID, ProjectDetailID, Date, Quantity. On your form, you would have the Project main form, with a sub form to ProjectDetail and another subform to ProjectDetailQuantity.
Currently I have a crystal report that only shows orders which included a "Storm Door" OR a "Sunroom Component". However I would like it to only show orders that include BOTH "Storm Door" AND "Sunroom Component" within a order. Any suggestions on how the code for this might look?
I think you have answered your own question - If you want the report to retrieve records where BOTH products were ordered, you would use an AND statement - {Categories.Description} = "Storm Doors" and {Categories.Description} = BetterView Sunroom Compnents". However, the issue with duplicate records sounds like a problem with the design of the report. You could try a few things
Look at the table joins and verify they are setup correctly; if you have a 'one to many' join setup, you may be retrieving multiple rows for each record. If you joined Customer to Orders on the Customer_ID, you would get every single order for each customer, etc.
Click Database > Select Distinct Records - Depending on how your report is configured and which fields you are displaying, this may remove the undesired duplicates.
Change your grouping order - Instead of grouping by Category (Storm door, Subroom), group by Customer and then count the number of orders or use an aggregate function to give you the information you need.
I have a report I am creating through an ODBC connection. The report includes several invoices, where each invoice has several products. There is also a table which contains all the historical price changes for each product (field: unit-price). Currently there are duplicate product records being pulled, one for each time there was a price change. Therefore, I need to filter my data so that only the most recent unit-price is shown (date field: effective-date). How can I do this via the "Select Expert?"
In short, show the product's unit-price for the most recent effective-date.
Thank you!
You'll need to create a sql-expression field to get the most-recent effective date, then use this field in the record-selection formula.
// {%MAX_EFFECTIVE_DATE}
// most-likely you'll need to alias the table in the main report for this to work
(
SELECT Max(effective_date)
FROM price_history
WHERE product_id = price_history_alias.product_id
)
Record-selection formula:
{price_history_alias.effective_date}={%MAX_EFFECTIVE_DATE}
Instead of doing it in select expert. group by effective date and set the ordering as Descending.
I am trying to create a chart (bar or line) in crystal from one table in my database (Sage CRM).
The records are as follows
CustomerId Date Invoice Amount
1234 3/4/2013 Cust Invoice 3322.00
1234 3/4/2013 Payment 2445.00
1234 4/5/2013 A/c transaction 322.00
1234 5/6/2013 interest 32.00
1234 6/6/2013 payment 643.00
So I would like to have a report that meets the following criteria
Only records for the last 12 months grouped in month
Only invoice types of payment, invoice and interest
A moving balance that calculates all the invoice amounts ie
(when displaying the information for July 2012, the moving balance will be the total of all invoices prior to this date.
Without this field I can create the chart no problem using select expert but I am not sure now what to do)
Should I use a cross tab? if so how will I do the selection to only show the invoices I want and the the date range I want?
After spending almost a week on this problem, with a lot of help from an expert I have finally got a solution.
In order to create a amount that is the sum of all records for a company, month and invoice type since the beginning of time, while only displaying records for the last year, I have created a SQL command
Select
//All of the fields for the report,
movingBalance.Amount
from myInvoiceTable as mit
<join to any other tables for the report>
left join (
select customerID, sum(amount) as Amount
from myInvoiceTable
where Record_Type in ('Payment', 'Invoice','Interest')
and Date < {?Report Start Date}
group by customerID) movingBalance
on mit.customerID = movingBalance.customerID
where mit.RecordType in ('Payment', 'Invoice','Interest')
and mit.Date >= {?Report Start Date}
and mit.Date <= {?Report End Date}
There are a couple of tricks to using commands:
For performance reasons you generally want to include ALL of the data for the report in a single command. Avoid joining multiple commands or joining one or more tables to a command.
Filter the data in the command, NOT in the Select Expert in the report.
Create any parameters in the Command Editor, not in the main report. Parameters created in the report won't work in the Command Editor.
This has done the trick.
Create Date Parameters in the report to filter out the records at the time of fetching now when you run the report you have left with the data you need.
Now you can manuplate the data inside report using formula fields.
Accoding to me writing stored procedures is a bit hectic task as you can manuplate the data inside the report. I don't have any intentions to disrespect anyone opinions but frankly its my opinion.
In that case Rachsherry I would recommend the following.
For criteria parts 1 & 2 I think instead of using stored procs, it may be easier for you to use a formula.
For invoices right click the invoice field, then "Format Field" in the common tab next to the Suppress option there is a formula button, enter the following...
IF {YourInvoiceField} IN ["Payment", "Invoice", "Interest] THEN FALSE ELSE TRUE
For your date requirement you need to use a selection formula... The code for that should look something like this
{YourDateHere} > DateAdd ("yyyy", -1, CurrentDate) AND {YourDateHere} < CurrentDate
The above code basically looks at dates between the day the report is run, and exactly a year before.
For your moving balance, you should be able to achive that with the guide here
Edit - An alternative to this is to use parameter fields (Which I don't personally like) it just means having to input the parameters every time the report is refreshed, they are self explanatory but you can find a guide here