So I want to compare some records in Crystal Reports to take care of a problem a bug in our system has caused.
So every once in a while our system charges someone twice. I want to find all those orders/shipments. An order can have multiple shipments (if we have one item on backorder we ship out the rest of the order in one shipment and then ship out the backordered item in another shipment). The shipment also has a charge_date field that's a date time stamp when we charged the customer. So if we grouped it in Crystal reports it would look like this:
Order Id: 234587
Shipment Id: 121 charge_date: 8/29/2012 11:43:21
Shipment Id: 524 charge_date: 9/1/2012 15:37:39
Shipments are created in numerical order. So if we send out one shipment, say shipment number: 345, then the next shipment we send out, regardless of what order it's a part of, will be shipment number: 346.
So, when someone is a victim of our bug then their shipments are right after one another and their charge_date are exactly the same. Like so:
Order Id: 69875
Shipment Id: 594 charge_date: 9/2/2012 14:32:15
Shipment Id: 595 charge_date: 9/2/2012 14:32:15
I can create a list of just shipments and their charge date (without grouping on Order Id) and sorting them in ascending order. But what I want to do is iterate through the list of shipments and compare each shipment to the previous shipment and see if the charge_date's are equal and if they are then select them or mark them or something so that I can group them by a formula and take care of them.
Is this possible in Crystal? Should I use a different program? I realize this might not be the best way to do this so I'm open to suggestions. Thanks in advance!
Can you create groups for the orderID and chargeDate, then suppress all shipment details unless the count(shipmentID) > 1?
You'd display the shipment details in the chargeDate group footer.
Use the Previous function:
// {#Is Error}
If Previous({table.chargeDate})={table.chargeDate}) Then
true
Else
false
Insert a group in this formula.
I'm not able to test this, as I'm not at my work computer.
Related
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"
I am really new in Tableau and I would be needing help in some calculation.
My simplified data consists of three columns:
customer no, transaction date, lost_flag
here lost_flag is a boolean which marks as true if a customer made a transaction in the last 365 days.
(max([transaction date)< dateadd('year',-1,max([Report Date])))
I need to find the:
1. number of customers that are lost
2. number of customers that are not lost
3. attrition rate
For number one, I initially did
countd(if ([Lost_flag]) then [Customer No] else "" END)
But obviously it did not work.
Note: Customer_No is not unique here since this is a transactional sales data source
Thanks in advance.
First you need to make sure that your lost flag is being calculated at the customer level rather than the transaction level. In order to do this use the following formula, note that it is similar to yours however I have made it be fixed at customer id and also replaced report date with todays date:
Lost Flag = { FIXED [Customer ID]: (max([Transacton Date])<dateadd('year',-1,max(TODAY())))}
This will add a TRUE or FALSE flag against every transaction for a customer.It is important that this is fixed at the customer id level rather than the transaction otherwise all old transactions for a customer will be flagged as lost even if they have a recent transaction.
So in order to see how many customers are lost do the following:
1) drag lost_flag onto the rows shelf
2) drag customer id onto the text mark and then right click- measure - count distinct.
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 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
I'm using Crystal Reports 10 right now and I have my report almost finished. I have a group of customers and for each customer, I have multiple lines of customer information. The one thing I'm still trying to figure out though is how can I get a running total of one column's distinct values.
So, for example I have a customer Bob who has 6 different items. For each item, there is a manufacturer. It might be the same for all 6 items, it might be one for 3 of them and another for the other 3, or they might all be different. What I want is to have a field at the bottom of the group for Bob that would say:
Man1 - 3
Man2 - 1
Man3 - 2
with the manufacturer being on the left side and the number of items they make for that customer on the right side.
Is there anything in Crystal Reports that can do this right now? Or can someone give me some advice on where I would get started on a formula to do this? Thanks for any help you guys can give.
Need more information:
What kind of data structure are we talking about? How are the manufacturer and item data found? How are these related to the customer? How many manufacturers/items are typically found per customer?
If the manufacturer and items are two different fields, that might be simple (cross tab in customer group). If they are free form, that might be a problem. If there are separate fields for every manufacturer (I've see it happen), then that might be a problem.
Best scenario:
One field for manufacturer, one field for item, distinct relation to customer.
Possible solution:
Group by customer, sub-group by manufacturer, count of items.
Not best scenario:
Table for customer, separate table for each manufacturer.
Possible solution:
Main report, group by customer. Linked subreport on Manufacturer/items.
Worst scenario:
Free-text entry of manufacturer and items in a memo field.
Possible solution:
Redesign your database (grin).
If you have to, you can do this using logic tests through formulas, but if you have many manufacturers/items, it would get exhaustive.
Best answer: More information.