Report Builder Filter

The first filter should be Company = 'XXXX' (whatever company code you use) for the "Master Table" for the report. The second table in a report is always linked to that master table (and then others in various ways after that).

Then all other table linking should ALWAYS include the Company as the first field linked - plus use as many fields as possible in the linking as are part of one of the table indexes. If possible find an index where you can use EVERY field in it. If there is a choice of indexes then use the one that is closest to the sort order you need.

So the answer to your first question is YES to both.

Another filter order tip I forgot was to place any filters on table index fields next after company so as to reduce the record complex size as quickly as possible right at the initial read level. Reduces a lot of work in the sort and aggregating phases.

I always thought that every table in Vantage started with Company as part of the primary index. A few have it as not the first field in the table but rather a little further down but it is definitely in the indexes. If you have a specific table with no company field let me know which it is.

-Todd C.




-----Original Message-----
From: Paul Whittle [mailto:pwhittle@...]
Sent: Monday, January 10, 2005 7:37 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter



Todd.

Are you suggesting making the first filter company='Company ID', or Company
(in table 1) = Company on table 2?

I tried the first version on a BOM exception report and it still took 30
seconds to run!

Why don't some tables appear to have a valid company - at least not in the
report I tried (which used part rev, partmtl, plus part as two aliases)?


Best regards

Paul Whittle
Business Process (Quality) Manager
Jiskoot Autocontrol Ltd
Tunbridge Wells
Kent TN1 2DJ UK

Direct Line +44 (0)1892 779975
Switchboard +44 (0)1892 518000
Fax +44 (0)1892 518100
www.jiskoot.com < http://www.jiskoot.com/>

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: 07 January 2005 16:39
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


If the filters upon which there are keys in the table index, in particular
the master table, are done first then it is a LOT faster because of where
and how the records are selected (in the index structure versus in the
data). Because every table has the "company" fieed and it is in virtually
every index if you do not include it as a filter item then selection is not
done via the indexes but rather as a slow record complex by record complex
comparison process. If possible you should always place any filters that
are related to one of the table indexes in the same order as the index - as
much as possible anyway - this way it can directly and random access the
tables. If company is not the first filter then this setup is blown right
away.

I have had reports that took 30 minutes to run improve to 30 seconds just by
re-ordering the filters. I suspect the same info works for any Progress
table access so probably for queries and SQL type selections - not just RB.

Mark Pladson at Epicor did a great session at the user conference in 1999 on
RB Performance Optimization (pre-Perspectives days). #1,2,3 tips: Company
Filter First, Join in same order as indexes, Use all the common fields in
indexes. He published one test where adding the company filter first
reduced the time to access records from 20 minutes to 6 seconds for the
first report page.

-Todd C.

-----Original Message-----
From: Jasper Recto [mailto:jrecto@...]
Sent: Friday, January 07, 2005 7:32 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


I guess I never really thought of this before but does do order make any
difference?

Jasper

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Thursday, January 06, 2005 10:19 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter



I've never found a way to re-order existing filters. In the early days
before I knew better I often had the Company filter not as the first filter
(a big performance no-no). When I run across them now it is always Delete
the one down in the middle of the filters & Insert a new one at the top. If
you are just adding a new one you can Append to place it at the bottom
instead of inserting above the current last one (or whichever is currently
selected).
-Todd C.

-----Original Message-----
From: Jasper Recto [mailto:jrecto@...]
Sent: Wednesday, January 05, 2005 3:37 PM
To: Vantage Groups (E-mail)
Subject: [Vantage] Report Builder Filter


Is it possible to manually adust the order of a report filter? I know you
can click on a filter and add one above it but what if you want the new
filter criteria in a different location? Do you need to just delete and add
or can you alter the order?

Thanks,

Jasper






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[Non-text portions of this message have been removed]
Has anyone tried to use the current vantage user id to filter off of?
Specifically, I want a user to run a report that returns a list of orders
that they entered without changing the RB filter to their user ID.

Thanks,

Tom Borgenheimer
Quality Engineer
Circuit Check, Inc.
763-694-4133
You can if you use a 4GL front end to call your reports. I have quite a few
now that have a radio-button so people can select "All" or "Just Yours".
Also get's away from the "rbrun.txt" message that people use to ring me up
about when using the custom report method.

<SNIP>
DEFINE VARIABLE iFilter AS INTEGER
INITIAL 2
LABEL "Show"
VIEW-AS RADIO-SET
RADIO-BUTTONS "All", 1,
"Just yours", 2.
<SNIP>
ASSIGN iFilter.
IF iFilter = 1 THEN
cRecords = "".
ELSE DO:
cRecords = "O".
cFilter = "QuoteHed.Company = 'ContConv' and " +
<SNIP>
"QuoteHed.QuoterID = '" + userid + "'".
END.
<SNIP>

Michael Miles
Continental Conveyor

-----Original Message-----
From: Tom Borgenheimer [mailto:tom.borgenheimer@...]
Sent: Thursday, 8 November 2001 5:13
To: Vantage Group
Subject: [Vantage] Report Builder Filter


Has anyone tried to use the current vantage user id to filter off of?
Specifically, I want a user to run a report that returns a list of orders
that they entered without changing the RB filter to their user ID.

Thanks,

Tom Borgenheimer
Quality Engineer
Circuit Check, Inc.
763-694-4133


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 http://docs.yahoo.com/info/terms/
All of our RB reports are run through Vantage with the Customer Report Link,
not 4GL. So, your solution will not work in our environment. We may have
to stick with the user changing the filter to reflect their user ID.

Tom

-----Original Message-----
From: Michael Miles [mailto:mmiles@...]
Sent: Wednesday, November 07, 2001 3:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


You can if you use a 4GL front end to call your reports. I have quite a few
now that have a radio-button so people can select "All" or "Just Yours".
Also get's away from the "rbrun.txt" message that people use to ring me up
about when using the custom report method.

<SNIP>
DEFINE VARIABLE iFilter AS INTEGER
INITIAL 2
LABEL "Show"
VIEW-AS RADIO-SET
RADIO-BUTTONS "All", 1,
"Just yours", 2.
<SNIP>
ASSIGN iFilter.
IF iFilter = 1 THEN
cRecords = "".
ELSE DO:
cRecords = "O".
cFilter = "QuoteHed.Company = 'ContConv' and " +
<SNIP>
"QuoteHed.QuoterID = '" + userid + "'".
END.
<SNIP>

Michael Miles
Continental Conveyor

-----Original Message-----
From: Tom Borgenheimer [mailto:tom.borgenheimer@...]
Sent: Thursday, 8 November 2001 5:13
To: Vantage Group
Subject: [Vantage] Report Builder Filter


Has anyone tried to use the current vantage user id to filter off of?
Specifically, I want a user to run a report that returns a list of orders
that they entered without changing the RB filter to their user ID.

Thanks,

Tom Borgenheimer
Quality Engineer
Circuit Check, Inc.
763-694-4133


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 http://docs.yahoo.com/info/terms/



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 http://docs.yahoo.com/info/terms/
It can work, you just put them as menu items rather than launching through
Custom Report Link. You put your 4GL file in ud\udXXXX. I thought giving
people Custom Report Link was a bit of a security hole. For most reports
you could let people access the same PRL via Custom Report Link AND the menu
via 4GL. This way it makes the conversion easy.

You don't need ProVision, or any real programming knowledge (I got started
from what someone uploaded to Yahoo). I edit 4GL from System Management ->
Vantage Basic -> Command Windows -> EDITPROG (almost the same method as
running EPICOR patches). Once you have an example it is easy to modify it
for a new report. About the only snag I had was that you cannot pass a
parameter and must pass a filter string instead (unless you want them to run
very slowly).

I find changing the filter to be user unfriendly. I understand if you don't
want to play with 4GL, it's not everyone's cup of tea. It does open up
further possibilities though. Like the stuff Lonnie has done. I've only
managed to build some simply screens (eg a "Sales Summary" that let's you
specify the cut-off date and tells you the orders for the year, month, week,
and each day of the week and only takes 20s to run).
-----Original Message-----
From: Tom Borgenheimer [mailto:tom.borgenheimer@...]
Sent: Friday, 9 November 2001 1:07
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


All of our RB reports are run through Vantage with the Customer Report Link,
not 4GL. So, your solution will not work in our environment. We may have
to stick with the user changing the filter to reflect their user ID.

Tom

-----Original Message-----
From: Michael Miles [mailto:mmiles@...]
Sent: Wednesday, November 07, 2001 3:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


You can if you use a 4GL front end to call your reports. I have quite a few
now that have a radio-button so people can select "All" or "Just Yours".
Also get's away from the "rbrun.txt" message that people use to ring me up
about when using the custom report method.

<SNIP>
DEFINE VARIABLE iFilter AS INTEGER
INITIAL 2
LABEL "Show"
VIEW-AS RADIO-SET
RADIO-BUTTONS "All", 1,
"Just yours", 2.
<SNIP>
ASSIGN iFilter.
IF iFilter = 1 THEN
cRecords = "".
ELSE DO:
cRecords = "O".
cFilter = "QuoteHed.Company = 'ContConv' and " +
<SNIP>
"QuoteHed.QuoterID = '" + userid + "'".
END.
<SNIP>

Michael Miles
Continental Conveyor

-----Original Message-----
From: Tom Borgenheimer [mailto:tom.borgenheimer@...]
Sent: Thursday, 8 November 2001 5:13
To: Vantage Group
Subject: [Vantage] Report Builder Filter


Has anyone tried to use the current vantage user id to filter off of?
Specifically, I want a user to run a report that returns a list of orders
that they entered without changing the RB filter to their user ID.

Thanks,

Tom Borgenheimer
Quality Engineer
Circuit Check, Inc.
763-694-4133
Hi All

I've created a report showing all open Sales Orders. I want to filter on
today's orders only with a 'TODAY' filter so that whenever the report runs
it returns the current days sales orders.

I know this has been asked and answered before so I apologise for not being
able to retrieve it.

Thanks in anticipation

Regards Chris Reed
Professional Welding Services Limited
At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox
Thank you Wayne.

Regards Chris


-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox
My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox




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 http://docs.yahoo.com/info/terms/
You can create a second calculated field by taking the TODAY field and
adding TODAY + 1, TODAY + 2, etc etc. You can identify days of the week by
using the WEEKDAY FUNCTION, id: WEEKDAY(DATE) 1 = Sunday, 2=Monday etc
etc. by using IIF() function there are numerous tricks you can perform.

Shirley H. Graver
(End User)
Systems Administrator
Rubber Associates Inc.

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 7:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter

My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox




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 http://docs.yahoo.com/info/terms/






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<http://rd.yahoo.com/M=212180.1701098.3252983.1269402/D=egroupweb/S=17050071
83:HM/A=812074/R=0/*http://www.verisign.com/cgi-bin/go.cgi?a=b15334027000300
0>


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
<http://docs.yahoo.com/info/terms/> .


[Non-text portions of this message have been removed]
Chris,
First a reminder that RB reports can be added to the "Custom Report Link"
and allow the person running the report to change filter information.

With that in mind have the filter show OrderDate >= ?date? and OrderDate <=
?date?. In this way he can run the report for any time period be it one
day, a week, month, or whatever.

Warren R. Eddy
Information Services Manager
National Tube Form
A Leggett & Platt Company
Phone: (219) 478-2363 ext 217
Fax: (219) 478-1043
Warren.Eddy@...

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 7:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter

My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox




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 http://docs.yahoo.com/info/terms/





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 http://docs.yahoo.com/info/terms/
Create a variable Start_Date using the WEEKDAY command which will give you a
number 1=Sunday thru 7=Saturday.

Start_Date = IIF(WEEKDAY(TODAY()) = 1,TODAY() - 6,
IIF(WEEKDAY(TODAY()) = 2,TODAY(),
IIF(WEEKDAY(TODAY()) = 3,TODAY() - 1,
IIF(WEEKDAY(TODAY()) = 4,TODAY() - 2,
IIF(WEEKDAY(TODAY()) = 5,TODAY() - 3,
IIF(WEEKDAY(TODAY()) = 6,TODAY() - 4,
IIF(WEEKDAY(TODAY()) = 7,TODAY() - 5,TODAY())))))))

The number of days to subtract depends if you want to use a = or >= in your
filter.

In my example you would need >= in the filter.

Whatever day of the week your report is run on you will get the sales for
Monday to Date.

Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a


-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 6:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox




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 http://docs.yahoo.com/info/terms/





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 http://docs.yahoo.com/info/terms/
Warren

Thanks for your input, I do exactly that, my Boss however only wants to push
the button, he has no interest in being able to lift the bonnet (hood) and
kick the tyres.

God bless him I say. It keeps me employed!

Regards Chris
PWSL



-----Original Message-----
From: Warren Eddy [mailto:warren.eddy@...]
Sent: 27 November 2001 13:19
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


Chris,
First a reminder that RB reports can be added to the "Custom Report Link"
and allow the person running the report to change filter information.

With that in mind have the filter show OrderDate >= ?date? and OrderDate <=
?date?. In this way he can run the report for any time period be it one
day, a week, month, or whatever.

Warren R. Eddy
Information Services Manager
National Tube Form
A Leggett & Platt Company
Phone: (219) 478-2363 ext 217
Fax: (219) 478-1043
Warren.Eddy@...

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 7:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter

My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox
Patrick

I am not worthy.

Thank you

Chris

-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 13:32
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Create a variable Start_Date using the WEEKDAY command which will give you a
number 1=Sunday thru 7=Saturday.

Start_Date = IIF(WEEKDAY(TODAY()) = 1,TODAY() - 6,
IIF(WEEKDAY(TODAY()) = 2,TODAY(),
IIF(WEEKDAY(TODAY()) = 3,TODAY() - 1,
IIF(WEEKDAY(TODAY()) = 4,TODAY() - 2,
IIF(WEEKDAY(TODAY()) = 5,TODAY() - 3,
IIF(WEEKDAY(TODAY()) = 6,TODAY() - 4,
IIF(WEEKDAY(TODAY()) = 7,TODAY() - 5,TODAY())))))))

The number of days to subtract depends if you want to use a = or >= in your
filter.

In my example you would need >= in the filter.

Whatever day of the week your report is run on you will get the sales for
Monday to Date.

Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a


-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 6:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox
Patrick

Please excuse my ignorance with R.B., when you say 'variable' do you mean a
calculated field, or am I being obtuse?

Chris


-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 13:32
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Create a variable Start_Date using the WEEKDAY command which will give you a
number 1=Sunday thru 7=Saturday.

Start_Date = IIF(WEEKDAY(TODAY()) = 1,TODAY() - 6,
IIF(WEEKDAY(TODAY()) = 2,TODAY(),
IIF(WEEKDAY(TODAY()) = 3,TODAY() - 1,
IIF(WEEKDAY(TODAY()) = 4,TODAY() - 2,
IIF(WEEKDAY(TODAY()) = 5,TODAY() - 3,
IIF(WEEKDAY(TODAY()) = 6,TODAY() - 4,
IIF(WEEKDAY(TODAY()) = 7,TODAY() - 5,TODAY())))))))

The number of days to subtract depends if you want to use a = or >= in your
filter.

In my example you would need >= in the filter.

Whatever day of the week your report is run on you will get the sales for
Monday to Date.

Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a


-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 6:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox
Chris

Sorry that's the programmer in me speaking, you are correct, you need a
calculated field.

Patrick

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 9:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


Patrick

Please excuse my ignorance with R.B., when you say 'variable' do you mean a
calculated field, or am I being obtuse?

Chris


-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 13:32
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Create a variable Start_Date using the WEEKDAY command which will give you a
number 1=Sunday thru 7=Saturday.

Start_Date = IIF(WEEKDAY(TODAY()) = 1,TODAY() - 6,
IIF(WEEKDAY(TODAY()) = 2,TODAY(),
IIF(WEEKDAY(TODAY()) = 3,TODAY() - 1,
IIF(WEEKDAY(TODAY()) = 4,TODAY() - 2,
IIF(WEEKDAY(TODAY()) = 5,TODAY() - 3,
IIF(WEEKDAY(TODAY()) = 6,TODAY() - 4,
IIF(WEEKDAY(TODAY()) = 7,TODAY() - 5,TODAY())))))))

The number of days to subtract depends if you want to use a = or >= in your
filter.

In my example you would need >= in the filter.

Whatever day of the week your report is run on you will get the sales for
Monday to Date.

Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a


-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 6:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox



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 http://docs.yahoo.com/info/terms/
Patrick

Sorry to be a pain . . . . using the formula exactly as your sample on
verify it returns Unrecognized name or operator, what am I missing?

Chris

No animals were harmed in the transmission of this e-mail

-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 16:02
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Chris

Sorry that's the programmer in me speaking, you are correct, you need a
calculated field.

Patrick

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 9:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


Patrick

Please excuse my ignorance with R.B., when you say 'variable' do you mean a
calculated field, or am I being obtuse?

Chris


-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 13:32
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Create a variable Start_Date using the WEEKDAY command which will give you a
number 1=Sunday thru 7=Saturday.

Start_Date = IIF(WEEKDAY(TODAY()) = 1,TODAY() - 6,
IIF(WEEKDAY(TODAY()) = 2,TODAY(),
IIF(WEEKDAY(TODAY()) = 3,TODAY() - 1,
IIF(WEEKDAY(TODAY()) = 4,TODAY() - 2,
IIF(WEEKDAY(TODAY()) = 5,TODAY() - 3,
IIF(WEEKDAY(TODAY()) = 6,TODAY() - 4,
IIF(WEEKDAY(TODAY()) = 7,TODAY() - 5,TODAY())))))))

The number of days to subtract depends if you want to use a = or >= in your
filter.

In my example you would need >= in the filter.

Whatever day of the week your report is run on you will get the sales for
Monday to Date.

Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a


-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 6:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox
Start Simple then build up the command verifying each step.

I cut & pasted my email example into my Report Builder and it verified OK
for me.

Patrick

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 11:36 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


Patrick

Sorry to be a pain . . . . using the formula exactly as your sample on
verify it returns Unrecognized name or operator, what am I missing?

Chris

No animals were harmed in the transmission of this e-mail

-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 16:02
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Chris

Sorry that's the programmer in me speaking, you are correct, you need a
calculated field.

Patrick

-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 9:34 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


Patrick

Please excuse my ignorance with R.B., when you say 'variable' do you mean a
calculated field, or am I being obtuse?

Chris


-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: 27 November 2001 13:32
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Filter


Create a variable Start_Date using the WEEKDAY command which will give you a
number 1=Sunday thru 7=Saturday.

Start_Date = IIF(WEEKDAY(TODAY()) = 1,TODAY() - 6,
IIF(WEEKDAY(TODAY()) = 2,TODAY(),
IIF(WEEKDAY(TODAY()) = 3,TODAY() - 1,
IIF(WEEKDAY(TODAY()) = 4,TODAY() - 2,
IIF(WEEKDAY(TODAY()) = 5,TODAY() - 3,
IIF(WEEKDAY(TODAY()) = 6,TODAY() - 4,
IIF(WEEKDAY(TODAY()) = 7,TODAY() - 5,TODAY())))))))

The number of days to subtract depends if you want to use a = or >= in your
filter.

In my example you would need >= in the filter.

Whatever day of the week your report is run on you will get the sales for
Monday to Date.

Patrick Winter
sSc Specialty Screw Corporation
Vantage 5.00.317, Progress 9.1a


-----Original Message-----
From: Chris Reed [mailto:chrisr@...]
Sent: Tuesday, November 27, 2001 6:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


My Boss was impressed - now he would like to see the same report for the
current working week (Monday thru Friday)!

All physically and morally possible suggestions gratefully accepted.

Thanks Chris Reed
PWSL

-----Original Message-----
From: Wayne Cox [mailto:wmc@...]
Sent: 23 November 2001 15:31
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Filter


At 12:32 PM 11/23/2001 +0000, you wrote:
>I've created a report showing all open Sales Orders. I want to filter on
>today's orders only with a 'TODAY' filter so that whenever the report runs
>it returns the current days sales orders.

Use the TODAY() function. Put it in a calculated field, maybe call it
"Today", then you can filter OrderDate = Today

-Wayne Cox




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 http://docs.yahoo.com/info/terms/
I have a query for the Report Builder experts out there:

I have created a report to forward to our customers detailing Job/Order
information. My filter returns all Jobs/Orders (which I want) but I only
want show Memo Text if Memo CategoryID='QUER'.

Any solutions gratefully received.

Regards Chris Reed
Professional Welding Services Limited
I don't believe this can be done in the report filter. Without
viewing your report, here are a couple of things I would try..

1) Display MemoText in a calculated field such as.. iif(CategoryID
= "quer",MemoText,"").

2) Add calculated field and include in left-outer join to Memo
table. Create a calculated field called ValidCategory with
value "quer" and add a join to Memo table like.. Memo.CategoryID =
ValidCategory.

3) If MemoText is on a separate line, conditional print. Create a
calculated field with value.. iif(categoryid = "quer",yes,no)..
conditional print when "yes".

Lonnie

--- In vantage@y..., "Chris Reed" <chrisr@p...> wrote:
> I have a query for the Report Builder experts out there:
>
> I have created a report to forward to our customers detailing
Job/Order
> information. My filter returns all Jobs/Orders (which I want) but
I only
> want show Memo Text if Memo CategoryID='QUER'.
>
> Any solutions gratefully received.
>
> Regards Chris Reed
> Professional Welding Services Limited