RB Help

system · September 24, 2003, 1:30pm

I would link INVOICES to Customer (invoices being the main table) then
SORT and Group by Customers with a secondary sort on invoice date,
create an aggregate field on the invoice (MAX (invoice date). Delete the
record line for the invoices so that only the Customer name and your
aggregate field shows. Then create a calculated field: IF(MAX(INVOICE
DATE) >= TARGET DATE, TRUE, FALSE). Then set your visible band lines to
conditional printing and user your true false calculation to print out
the customer name and purchase date. Simple. (Oh yeah, you can put
all your printing fields in to the group footer and delete the extra's
so you get a nice neat single space report)

Shirley Graver
Sys Admin
Rubber Associates inc

-----Original Message-----
From: Todd Hofert [mailto:thofert@...]
Sent: Wednesday, September 24, 2003 1:11 PM
To: Vantage List (E-mail)
Subject: [Vantage] RB Help

I am trying to create a report that will list all customers who have not
purchased from us in the last year. I am having trouble figuring out how
to tell RB how to identify those customers. Does anyone have
suggestions?

Thanks

Todd Hofert
IT Director
Spartan Graphics, Inc.

Yahoo! Groups Sponsor

ADVERTISEMENT

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de=30509&media=atkins> click here

<http://us.adserver.yahoo.com/l?M=194081.3897168.5135684.1261774/D=egrou
pmail/S=:HM/A=1706996/rand=390580421>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
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[Non-text portions of this message have been removed]

system · September 24, 2003, 2:01pm

I think you will also have to use Left Outer Joins or you will lose the
Customers that have NEVER been invoiced.

_________________
John Koppes
Systems Coordinator
PRECISION MACHINE AND MANUFACTURING COMPANY

"Shirley Graver"
<shirleyg@Rubbera To: <vantage@yahoogroups.com>
sc.org> cc:
Subject: RE: [Vantage] RB Help
09/24/2003 12:29
PM
Please respond to
vantage

I would link INVOICES to Customer (invoices being the main table) then
SORT and Group by Customers with a secondary sort on invoice date,
create an aggregate field on the invoice (MAX (invoice date). Delete the
record line for the invoices so that only the Customer name and your
aggregate field shows. Then create a calculated field: IF(MAX(INVOICE
DATE) >= TARGET DATE, TRUE, FALSE). Then set your visible band lines to
conditional printing and user your true false calculation to print out
the customer name and purchase date. Simple. (Oh yeah, you can put
all your printing fields in to the group footer and delete the extra's
so you get a nice neat single space report)

Shirley Graver
Sys Admin
Rubber Associates inc

-----Original Message-----
From: Todd Hofert [mailto:thofert@...]
Sent: Wednesday, September 24, 2003 1:11 PM
To: Vantage List (E-mail)
Subject: [Vantage] RB Help

I am trying to create a report that will list all customers who have not
purchased from us in the last year. I am having trouble figuring out how
to tell RB how to identify those customers. Does anyone have
suggestions?

Thanks

Todd Hofert
IT Director
Spartan Graphics, Inc.

Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=194081.3897168.5135684.1261774/D=egroupweb/S=1705
007183:HM/A=1706996/R=0/SIG=11p5b9ris/*http:/www.ediets.com/start.cfm?co
de=30509&media=atkins> click here

<http://us.adserver.yahoo.com/l?M=194081.3897168.5135684.1261774/D=egrou
pmail/S=:HM/A=1706996/rand=390580421>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.

Tracking #: 385B74C308B0FE418230BF7E9CE930070D776260

[Non-text portions of this message have been removed]

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

This document should only be read by those persons to whom it is
addressed and is not intended to be relied upon by any person without
subsequent written confirmation of its contents. Accordingly, PRECISION
MACHINE AND MANUFACTURING COMPANY disclaims all responsibility and accepts
no liability, including in negligence, for the consequences for any person
acting, or refraining from acting, on such information prior to the receipt
by those persons of subsequent written confirmation.

If you have received this E-mail / Fax message in error, please
notify PRECISION MACHINE AND MANUFACTURING COMPANY immediately by
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Contact:
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By Email: sysadmin@...

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[Non-text portions of this message have been removed]

system · September 24, 2003, 2:08pm

Good point John.

Shirley :-)

-----Original Message-----
From: John Koppes [mailto:jkoppes@...]
Sent: Wednesday, September 24, 2003 2:02 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RB Help

I think you will also have to use Left Outer Joins or you will lose the
Customers that have NEVER been invoiced.

_________________
John Koppes
Systems Coordinator
PRECISION MACHINE AND MANUFACTURING COMPANY

"Shirley Graver"

<shirleyg@Rubbera To:
<vantage@yahoogroups.com>

sc.org> cc:

Subject: RE: [Vantage]
RB Help
09/24/2003 12:29

PM

Please respond to

vantage

I would link INVOICES to Customer (invoices being the main table) then
SORT and Group by Customers with a secondary sort on invoice date,
create an aggregate field on the invoice (MAX (invoice date). Delete the
record line for the invoices so that only the Customer name and your
aggregate field shows. Then create a calculated field: IF(MAX(INVOICE
DATE) >= TARGET DATE, TRUE, FALSE). Then set your visible band lines to
conditional printing and user your true false calculation to print out
the customer name and purchase date. Simple. (Oh yeah, you can put
all your printing fields in to the group footer and delete the extra's
so you get a nice neat single space report)

Shirley Graver
Sys Admin
Rubber Associates inc

-----Original Message-----
From: Todd Hofert [mailto:thofert@...]
Sent: Wednesday, September 24, 2003 1:11 PM
To: Vantage List (E-mail)
Subject: [Vantage] RB Help

I am trying to create a report that will list all customers who have not
purchased from us in the last year. I am having trouble figuring out how
to tell RB how to identify those customers. Does anyone have
suggestions?

Thanks

Todd Hofert
IT Director
Spartan Graphics, Inc.

Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=194081.3897168.5135684.1261774/D=egroupweb/S=1705
007183:HM/A=1706996/R=0/SIG=11p5b9ris/*http:/www.ediets.com/start.cfm?co
de=30509&media=atkins> click here

<http://us.adserver.yahoo.com/l?M=194081.3897168.5135684.1261774/D=egrou
pmail/S=:HM/A=1706996/rand=390580421>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.

Tracking #: 385B74C308B0FE418230BF7E9CE930070D776260

[Non-text portions of this message have been removed]

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

This document should only be read by those persons to whom it is
addressed and is not intended to be relied upon by any person without
subsequent written confirmation of its contents. Accordingly, PRECISION
MACHINE AND MANUFACTURING COMPANY disclaims all responsibility and
accepts
no liability, including in negligence, for the consequences for any
person
acting, or refraining from acting, on such information prior to the
receipt
by those persons of subsequent written confirmation.

If you have received this E-mail / Fax message in error, please
notify PRECISION MACHINE AND MANUFACTURING COMPANY immediately by
telephone. Please also destroy and delete the message.

Contact:
By Phone: Systems Administrator at (515)-733-5181
By Email: sysadmin@...

Any form of reproduction, dissemination, copying, disclosure,
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message
is strictly prohibited.

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de=30509&media=atkins> click here

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pmail/S=:HM/A=1706996/rand=568170789>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
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Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.

[Non-text portions of this message have been removed]

system · September 24, 2003, 2:11pm

Thanks, but you would have thought of it soon enough......now back to my
shadows. *creep*

John : )

"Shirley Graver"
<shirleyg@Rubbera To: <vantage@yahoogroups.com>
sc.org> cc:
Subject: RE: [Vantage] RB Help
09/24/2003 01:08
PM
Please respond to
vantage

Good point John.

Shirley :-)

-----Original Message-----
From: John Koppes [mailto:jkoppes@...]
Sent: Wednesday, September 24, 2003 2:02 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RB Help

I think you will also have to use Left Outer Joins or you will lose the
Customers that have NEVER been invoiced.

_________________
John Koppes
Systems Coordinator
PRECISION MACHINE AND MANUFACTURING COMPANY

"Shirley Graver"

<shirleyg@Rubbera To:
<vantage@yahoogroups.com>

sc.org> cc:

Subject: RE: [Vantage]
RB Help
09/24/2003 12:29

PM

Please respond to

vantage

I would link INVOICES to Customer (invoices being the main table) then
SORT and Group by Customers with a secondary sort on invoice date,
create an aggregate field on the invoice (MAX (invoice date). Delete the
record line for the invoices so that only the Customer name and your
aggregate field shows. Then create a calculated field: IF(MAX(INVOICE
DATE) >= TARGET DATE, TRUE, FALSE). Then set your visible band lines to
conditional printing and user your true false calculation to print out
the customer name and purchase date. Simple. (Oh yeah, you can put
all your printing fields in to the group footer and delete the extra's
so you get a nice neat single space report)

Shirley Graver
Sys Admin
Rubber Associates inc

-----Original Message-----
From: Todd Hofert [mailto:thofert@...]
Sent: Wednesday, September 24, 2003 1:11 PM
To: Vantage List (E-mail)
Subject: [Vantage] RB Help

I am trying to create a report that will list all customers who have not
purchased from us in the last year. I am having trouble figuring out how
to tell RB how to identify those customers. Does anyone have
suggestions?

Thanks

Todd Hofert
IT Director
Spartan Graphics, Inc.

Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=194081.3897168.5135684.1261774/D=egroupweb/S=1705
007183:HM/A=1706996/R=0/SIG=11p5b9ris/*http:/www.ediets.com/start.cfm?co
de=30509&media=atkins> click here

<http://us.adserver.yahoo.com/l?M=194081.3897168.5135684.1261774/D=egrou
pmail/S=:HM/A=1706996/rand=390580421>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.

Tracking #: 385B74C308B0FE418230BF7E9CE930070D776260

[Non-text portions of this message have been removed]

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

This document should only be read by those persons to whom it is
addressed and is not intended to be relied upon by any person without
subsequent written confirmation of its contents. Accordingly, PRECISION
MACHINE AND MANUFACTURING COMPANY disclaims all responsibility and
accepts
no liability, including in negligence, for the consequences for any
person
acting, or refraining from acting, on such information prior to the
receipt
by those persons of subsequent written confirmation.

If you have received this E-mail / Fax message in error, please
notify PRECISION MACHINE AND MANUFACTURING COMPANY immediately by
telephone. Please also destroy and delete the message.

Contact:
By Phone: Systems Administrator at (515)-733-5181
By Email: sysadmin@...

Any form of reproduction, dissemination, copying, disclosure,
modification, distribution and/or publication of this E-mail / Fax
message
is strictly prohibited.

[Non-text portions of this message have been removed]

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo!
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(1) To access the Files Section of our Yahoo!Group for Report Builder and
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(2) To search through old msg's goto:
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Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

This document should only be read by those persons to whom it is
addressed and is not intended to be relied upon by any person without
subsequent written confirmation of its contents. Accordingly, PRECISION
MACHINE AND MANUFACTURING COMPANY disclaims all responsibility and accepts
no liability, including in negligence, for the consequences for any person
acting, or refraining from acting, on such information prior to the receipt
by those persons of subsequent written confirmation.

If you have received this E-mail / Fax message in error, please
notify PRECISION MACHINE AND MANUFACTURING COMPANY immediately by
telephone. Please also destroy and delete the message.

Contact:
By Phone: Systems Administrator at (515)-733-5181
By Email: sysadmin@...

Any form of reproduction, dissemination, copying, disclosure,
modification, distribution and/or publication of this E-mail / Fax message
is strictly prohibited.

[Non-text portions of this message have been removed]

system · August 19, 2004, 10:27am

I am trying to create a Report Builder report that will list all
customers that have NOT purchased anything in 2004. Can someone
recommend a method to do this? Tables, filters etc?

Thanks
Todd Hofert
IT Director
Spartan Graphics, Inc.

[Non-text portions of this message have been removed]

system · August 19, 2004, 11:18am

Link Customers to InvoiceHead (if invoice is definition of "purchase" otherwise OrdHead) with Left Outer and then selectively print only those with "?" for some field in the header record (filtered for year as well).

Or sort and find max order date (or invoice date) pre-pass and report only those with less than 01/01/2004 or ? (never purchased). Or, count invoices (or orders) ignoring unknowns and report only zero total customers (again filter for only 2004 invoices/orders).

-Todd C.

-----Original Message-----
From: Todd Hofert [mailto:todd@...]
Sent: Thursday, August 19, 2004 9:25 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RB Help

I am trying to create a Report Builder report that will list all
customers that have NOT purchased anything in 2004. Can someone
recommend a method to do this? Tables, filters etc?

Thanks
Todd Hofert
IT Director
Spartan Graphics, Inc.

[Non-text portions of this message have been removed]

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links

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system · August 19, 2004, 11:19am

Beautiful...thanks

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Thursday, August 19, 2004 11:18 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RB Help

Link Customers to InvoiceHead (if invoice is definition of "purchase"
otherwise OrdHead) with Left Outer and then selectively print only those
with "?" for some field in the header record (filtered for year as
well).

Or sort and find max order date (or invoice date) pre-pass and report
only those with less than 01/01/2004 or ? (never purchased). Or, count
invoices (or orders) ignoring unknowns and report only zero total
customers (again filter for only 2004 invoices/orders).

-Todd C.

-----Original Message-----
From: Todd Hofert [mailto:todd@...]
Sent: Thursday, August 19, 2004 9:25 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RB Help

I am trying to create a Report Builder report that will list all
customers that have NOT purchased anything in 2004. Can someone
recommend a method to do this? Tables, filters etc?

Thanks
Todd Hofert
IT Director
Spartan Graphics, Inc.

[Non-text portions of this message have been removed]

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Yahoo! Groups Sponsor

ADVERTISEMENT

<http://us.ard.yahoo.com/SIG=129uof9g1/M=298184.5285298.6392945.3001176/
D=groups/S=1705007183:HM/EXP=1093012032/A=2319498/R=0/SIG=11thfntfp/*htt
p://www.netflix.com/Default?mqso=60185352&partid=5285298> click here

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(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
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(2) To search through old msg's goto:
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system · August 20, 2004, 10:57am

RB Guru's

I'm been asked to make a daily report that will state changes in a
sales order quantity.

The only thing I can think off is filtering for open orders, and
then trying to filter the change log for changes. The problem is I don't
know how to filter the change log. Does anyone have a report that does this
or can give me an example of how to filter the change log ?? Any help would
be greatly appreciated.

Cliff Drumeller
IT Manager
Mass Precision Sheetmetal
408 954 0200 x 217

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