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  • 1.  Crystal Reports columns

    Posted 04-22-2020 17:59
    HI Folks,   I have a client that needs a rolling sales report by week.  A cross tab will not work as there are multiple rows & they need the labels repeated for export to Excel.  Thought about copying them in Excel but the lack of the label causes the columns to not line up on export.   So I have to do a 'manual' crosstab.  I am struggling with calculating each week period.  It seems like it should be possible with DateDiff but can't quite figure out how to make in work.  Thought about setting up date groups but can't figure out how to transulate that to columns.

       Anyone have any ideas?  Thanks in advance!

    ------------------------------
    Bob Osborn
    Consultant
    ACI Consulting
    ------------------------------


  • 2.  RE: Crystal Reports columns

    Posted 04-22-2020 18:58
    Hi Bob,  I've done reports with data being parsed similarly and it looks like this picture.  For each "group" you'll need a formula to ensure you're capturing the correct date range (using DateDiff should work for this).  I normally Hide the Detail lines and show the totals on the Group Footer.  Am happy to help more if needed!
    report


    ------------------------------
    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
    ------------------------------



  • 3.  RE: Crystal Reports columns

    Posted 04-22-2020 19:40

    Hi Michelle/Jeff,

       The light finally came on for what I needed to do with DateDiff.    Have often found that once I "give up", things suddenly start to work or the light comes on.  Have to play around to get the ending date of the week for the label but I am sure that it is doable.

     

      Jeff – the client is very spoiled on how they get the data and work with it.   The problem with the idea of using excel is that the person I am working with constantly has problem with Excel.  Easy for us but a Gordian Knot for her.

     

    Thanks much!

     

    Thank you,

     

    Bob Osborn

    ACI Consulting

    p 714.282.0378 ext. 402    f 714.282.0235

     

    Bob@ACIconsulting.com

     

     ACISignature1                  

    MCP_SE_Small.bmp

    This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

     

     

     

     



    ------Original Message------

    Hi Bob,  I've done reports with data being parsed similarly and it looks like this picture.  For each "group" you'll need a formula to ensure you're capturing the correct date range (using DateDiff should work for this).  I normally Hide the Detail lines and show the totals on the Group Footer.  Am happy to help more if needed!
    report


    ------------------------------
    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
    ------------------------------


  • 4.  RE: Crystal Reports columns

    Posted 04-22-2020 19:05
    I have no clue how to create a cross tab in Crystal but it sounds like you should think about using a pivot table in Excel!  Easy to query the raw data and build the table that you describe.  To update each week, simply click on the refresh button AND there is no exporting to Excel as it is already in the final format desired.  Easy Peasy!!!!

    Not sure what a Pivot table is?  Give me a shout tomorrow and I'll show you how to be a genius in ten minutes.

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 5.  RE: Crystal Reports columns

    Posted 04-22-2020 20:13
    @Robert Osborn ​I think we all have clients like that.  If you haven't ever done the pivot route, do yourself a favor and dig into it.  Easier to learn than riding a bike and the possibilities are nearly endless.  You could set the spreadsheet up for her and then write detailed instructions on how to click the two refresh buttons.  If she was able to learn how to export the Crystal into Excel, she surely can learn the two button tango.

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 6.  RE: Crystal Reports columns

    Posted 04-22-2020 21:05

    HI Jeff,

      Agreed but in this client's case she has to RPD to get to Sage and on that server, Excel keeps crashing on her.  If they ever upgrade it, I will change up the way I do it. 

     

    Thank you,

     

    Bob Osborn

    ACI Consulting

    p 714.282.0378 ext. 402    f 714.282.0235

     

    Bob@ACIconsulting.com

     

     ACISignature1                  

    MCP_SE_Small.bmp

    This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

     

     

     

     



    ------Original Message------

    @Robert Osborn ​I think we all have clients like that.  If you haven't ever done the pivot route, do yourself a favor and dig into it.  Easier to learn than riding a bike and the possibilities are nearly endless.  You could set the spreadsheet up for her and then write detailed instructions on how to click the two refresh buttons.  If she was able to learn how to export the Crystal into Excel, she surely can learn the two button tango.

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------


  • 7.  RE: Crystal Reports columns

    Posted 04-23-2020 16:47
    Edited by Dan Burleson 04-23-2020 21:26
    If you are okay with having the user do two Excel commands (or use a small macro that opens the exported file and does the commands) You could use a Cross Tab feature for your inner most row called "Group Options", select the "Customize Group Name" option then select "Use a formula for group name". Enter all your row values separated by a delimiter such as a pipe symbol ("|"). For example:
    {AR_InvoiceHistoryHeader.ARDivisionNo} & "|" &{AR_InvoiceHistoryHeader.CustomerNo}& "|" &{AR_InvoiceHistoryHeader.SalespersonNo}​


    After you export your report to Excel format, cut the inner most row column created with the formula above and paste into column A. Then use the "Text to Columns" command to break out each row label into it's own column. See how this works in the 24 second video in the following reply.



    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------



  • 8.  RE: Crystal Reports columns

    Posted 04-23-2020 21:17
    Edited by Dan Burleson 04-23-2020 21:28
      |   view attached
    Excel solution to Crystal Cross Tab repeating row labels -  video attached

    Excel macro:
    Sub DistributeRowHeadings()
     
    ' Distribute row headings Macro
    
        Columns("C:C").Select
        Selection.Cut
        Columns("A:A").Select
        ActiveSheet.Paste
        Selection.TextToColumns Destination:=Range("A1"), DataType:=xlDelimited, _
            TextQualifier:=xlDoubleQuote, ConsecutiveDelimiter:=False, Tab:=True, _
            Semicolon:=False, Comma:=False, Space:=False, Other:=True, OtherChar _
            :="|", FieldInfo:=Array(Array(1, 2), Array(2, 1), Array(3, 1)), _
            TrailingMinusNumbers:=True
    End Sub​

    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------