Good feedback Vic, thanks for taking the time to review the options. Looks like
that will put me on the right track
Thanks again
________________________________
From: Vic Drecchio <vic.drecchio@...>
To: vantage@yahoogroups.com
Sent: Tue, December 14, 2010 9:36:39 AM
Subject: RE: [Vantage] Crystal Report Question - YTD and Quarter Summary
Â
Sticking with BAQs, you have 2 options:
1) Modify your BAQ to always pull ALL YTD data for current year.
Modify your BAQ Report Designer and do NOT use Filters. Or, you can
filter on a year, only. You could also modify your BAQ Query to always
output data for "current year". But that may not work if it was Jan 5th
2011 and you wanted to run the report for anything in 2010. Use OPTION
FIELDS in the BAQ Report Designer and these OPTION fields do not alter
the BAQ dataset, they are just passed to Crystal Reports. Put your
date-range fields in Option Fields so your users are prompted for a
date-range, still. Then, your entire year's worth of data is passed to
Crystal Reports and then use Crystal Reports to take those option fields
and filter the report on those dates. Your YTD and quarterly numbers
would need to come from a subreport hitting the same dataset, but
unfiltered on those Option Field date ranges... make sense?
2) Since your historical YTD and Qtr data doesn't change often,
you could keep your existing Crystal Report and BAQ. Then, create
another BAQ dumping data to a publicly shared folder using the BAQ
Export Process and schedule it to run hourly (or nightly). Then, in
your existing Crystal Report, create a subreport and use the dumped data
as your dataset and you can grab the YTD and Qtr numbers from there.
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Tuesday, December 14, 2010 9:21 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Crystal Report Question - YTD and Quarter Summary
Correct, thats the logic issue I am running into. In this case the
report is
only for YTD 2010, next year will only be for 2011, etc. I was thinking
about
creating a calculated field in the BAQ and was wondering if the date
selection
on the report would ignore that
________________________________
From: Vic Drecchio <vic.drecchio@...
<mailto:vic.drecchio%40timco.aero> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, December 14, 2010 9:17:22 AM
Subject: RE: [Vantage] Crystal Report Question - YTD and Quarter Summary
OK, so let's set up an example for this year. If you run this report
for the date range of July 1, 2010 - Dec 31, 2010:
YTD won't be accurate because Jan 1 - June 30 data is not in that BAQ
dataset.
Or, are your date ranges spanning multiple years for this report?
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wagner
Sent: Tuesday, December 14, 2010 9:13 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Crystal Report Question - YTD and Quarter Summary
BAQ Report. I am filtering the date range from the BAQ
________________________________
From: Vic Drecchio <vic.drecchio@...
<mailto:vic.drecchio%40timco.aero>
<mailto:vic.drecchio%40timco.aero> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Tue, December 14, 2010 9:11:06 AM
Subject: RE: [Vantage] Crystal Report Question - YTD and Quarter Summary
Mark, is this a BAQ or an ODBC report? Are you filtering your date
range on the BAQ or within Crystal Reports?
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wagner
Sent: Tuesday, December 14, 2010 9:02 AM
To: Vantage User Group
Subject: [Vantage] Crystal Report Question - YTD and Quarter Summary
I have a sales report which filters on invoice date and summizes invoice
amounts
by Ship To. I want to show the invoice total for the date range
specified on the
report but also display the total invoice amount for that ship to for
YTD and
for the quarter to date. I tried several of the date range expressions
in
Crystal but am not getting the amounts to total. Has anyone else done
something
similar?
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
that will put me on the right track
Thanks again
________________________________
From: Vic Drecchio <vic.drecchio@...>
To: vantage@yahoogroups.com
Sent: Tue, December 14, 2010 9:36:39 AM
Subject: RE: [Vantage] Crystal Report Question - YTD and Quarter Summary
Â
Sticking with BAQs, you have 2 options:
1) Modify your BAQ to always pull ALL YTD data for current year.
Modify your BAQ Report Designer and do NOT use Filters. Or, you can
filter on a year, only. You could also modify your BAQ Query to always
output data for "current year". But that may not work if it was Jan 5th
2011 and you wanted to run the report for anything in 2010. Use OPTION
FIELDS in the BAQ Report Designer and these OPTION fields do not alter
the BAQ dataset, they are just passed to Crystal Reports. Put your
date-range fields in Option Fields so your users are prompted for a
date-range, still. Then, your entire year's worth of data is passed to
Crystal Reports and then use Crystal Reports to take those option fields
and filter the report on those dates. Your YTD and quarterly numbers
would need to come from a subreport hitting the same dataset, but
unfiltered on those Option Field date ranges... make sense?
2) Since your historical YTD and Qtr data doesn't change often,
you could keep your existing Crystal Report and BAQ. Then, create
another BAQ dumping data to a publicly shared folder using the BAQ
Export Process and schedule it to run hourly (or nightly). Then, in
your existing Crystal Report, create a subreport and use the dumped data
as your dataset and you can grab the YTD and Qtr numbers from there.
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wagner
Sent: Tuesday, December 14, 2010 9:21 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Crystal Report Question - YTD and Quarter Summary
Correct, thats the logic issue I am running into. In this case the
report is
only for YTD 2010, next year will only be for 2011, etc. I was thinking
about
creating a calculated field in the BAQ and was wondering if the date
selection
on the report would ignore that
________________________________
From: Vic Drecchio <vic.drecchio@...
<mailto:vic.drecchio%40timco.aero> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, December 14, 2010 9:17:22 AM
Subject: RE: [Vantage] Crystal Report Question - YTD and Quarter Summary
OK, so let's set up an example for this year. If you run this report
for the date range of July 1, 2010 - Dec 31, 2010:
YTD won't be accurate because Jan 1 - June 30 data is not in that BAQ
dataset.
Or, are your date ranges spanning multiple years for this report?
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wagner
Sent: Tuesday, December 14, 2010 9:13 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Crystal Report Question - YTD and Quarter Summary
BAQ Report. I am filtering the date range from the BAQ
________________________________
From: Vic Drecchio <vic.drecchio@...
<mailto:vic.drecchio%40timco.aero>
<mailto:vic.drecchio%40timco.aero> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Tue, December 14, 2010 9:11:06 AM
Subject: RE: [Vantage] Crystal Report Question - YTD and Quarter Summary
Mark, is this a BAQ or an ODBC report? Are you filtering your date
range on the BAQ or within Crystal Reports?
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wagner
Sent: Tuesday, December 14, 2010 9:02 AM
To: Vantage User Group
Subject: [Vantage] Crystal Report Question - YTD and Quarter Summary
I have a sales report which filters on invoice date and summizes invoice
amounts
by Ship To. I want to show the invoice total for the date range
specified on the
report but also display the total invoice amount for that ship to for
YTD and
for the quarter to date. I tried several of the date range expressions
in
Crystal but am not getting the amounts to total. Has anyone else done
something
similar?
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]