I am creating the a database and almost complete. I have issue in creating the query to show the data with latest date from incident report number without repeating. If the date is same for the incident report number then need the data with latest follow up from incident report number without repeating.
I have attached the report showing the first data's as actual Actual Data and second data as required Required Data. Highlighted are the field which are need to concentrate on.
Apply a filter: [Follow Up] = ".1"
Related
I have a table and am preparing a report. Each record in the table contains information about the submittal of a report. In the detail section of the report, there are multiple fields, two of which are: DueDate and SubmittedDate. I added a calculated field (name = ROT, for ReportOnTime) next to these fields to determine if the a report was submitted before the due date:
=IIf([DueDate]-[SubmittedDate]>=0,"Yes","No")
This works fine. In the report footer, I want to add up all of the instances where reports were submitted on-time. I have tried, without success, the following code:
=Sum(IIf([ROT]="Yes",1,0))
However, this just brings up a parameter entry dialogue window. I am assuming this isn't working because ROT is a calculated field, but really have no idea how to debug this. Any suggestions?
I'm having a strange issue with exporting/updating/importing data in our on-premises Dynamics 365 (8.2). I was doing a bulk update of over 3000 records by exporting the records to an Excel workbook, updating the data in a specific column, then importing the workbook back into CRM. It worked for all of the records except 14 of them, which according to the import log was for the reason that "You cannot import data to this record because the record was updated in Microsoft Dynamics 365 after it was exported." I looked at the Audit History of those 14 records, and find that they have not been modified in any way for a good two months. Strangely, the modified date of the most recent Audit History entry for ALL 14 records is the exact same date/time.
We have a custom workflow that runs once every 24 hours on a schedule that automatically updates the Age field of our Contact records based on the value in the respective Birthday field. For these 14 records, ALL of them have a birthday of November 3rd, but in different years. What that means though is that the last modification that was done to them was on 11/3/2019 via the workflow. However, I cannot understand why the system "thinks" that this should prevent a data update/import.
I am happy to provide any additional information that I may have forgotten to mention here. Can anyone help me, please?
While I was not able to discover why the records would not update, I was able to resolve the issue. Before I share what I did to update the records, I will try and list as many things as I can remember that I tried that did not work:
I reworked my Advanced Find query that I was using to export the records that needed updated to return ONLY those records that had actual updates. Previously, I used a more forgiving query that returned about 30 or so records, even though I knew that only 14 of them had new data to import. I did so because the query was easier to construct, and it was no big deal to remove the "extra" records from the workbook before uploading it for import. I would write a VLOOKUP for the 30-something records, and remove the columns for which the VLOOKUP didn't find a value in my dataset, leaving me with the 14 that did have new data. After getting the error a few times, I started to ensure that I only exported the 14 records that needed to be updated. However, I still got the error when trying to import.
I tried formatting the (Do Not Modify) Modified On column in the exported workbook to match the date format in the import window. On export of the records, Excel was formatting this column as m/d/yyyy h:mm while the import window with the details on each successful and failed import showed this column in mm/dd/yyyy hh:mm:ss format. I thought maybe if I matched the format in Excel to the import window format it might allow the records to import. It did not.
I tried using some Checksum verification tool to ensure that the value in the (Do Not Modify) Checksum column in the workbook wasn't being written incorrectly or in an invalid format. While the tool I used didn't actually give me much useful information, it did recognize that the values were checksum hashes, so I supposed that was helpful enough for my purposes.
I tried switching my browser from the new Edge browser (the one that uses Chromium) to just IE as suggested on the thread provided by Arun. However, it did not resolve the issue.
What ended up working in the end was Arun's suggestion to just do some arbitrary edit to all the records and exporting them afterward. This was okay to do for just 14 records, but I'm still slightly vexed as this wouldn't really be a feasible solution of it were, say, a thousand records that were not importing. There was no field that ALL 14 Contact records had in common that I could just bulk edit, and bulk edit back again. What I ended up doing was finding a text field on the Contact Form that did not have any value in it for any of the records, putting something in that field, then going to each record in turn and removing the value (since I don't know of a way to "blank out" or clear a text field while bulk editing. Again, this was okay for such a small number of records, but if it were to happen on a larger number, I would have to come up with an easier way to bulk edit and then bulk "restore" the records. Thanks to Arun for the helpful insights, and for taking the time to answer. It is highly appreciated!
When you first do an import of an entity (contacts for example) you see that your imported excel contains 3 hidden columns (Do Not Modify) Contact, (Do Not Modify) Row Checksum, (Do Not Modify) Modified On.
When you want to create new instances of the entity, just edit the records and clear the content of the 3 hidden colums.
This error will happen when there is a checksum difference or rowversion differs from the exported record vs the record in database.
Try to do some dummy edit for those affected records & try to export/reimport again.
I could think of two reasons - either the datetime format confusing the system :( or the the community thread explains a weird scenario.
Apparently when importing the file, amending and then saving as a different file type alters the spreadsheet's parameters.
I hence used Internet Explorer since when importing the file, the system asks the user to save as a different format. I added .xlsx at the end to save it as the required format. I amended the file and imported it back to CRM..It worked
For me it turned out to be a different CRM time zone setting for the exporter and importer. Unfortunately this setting doesn't seem to be able to be changed by an administrator via the user interface.
The setting is available for each user under File->Options->Time Zone.
I'm trying to convert a Crystal Report to SSRS and I'm having trouble with this section of the report.
The first line of the report event information: date, name, recruiter, hours, etc.
And then under the summary, the report should list changes that are considered critical changes to information about the event. Within Crystal Report, these changes are in the Details section and all changes are listed under each event.
I am trying to accomplish the same task within SSRS but I'm having some trouble with the changes summary. The event summary displays for each record of a change. In the screen shot below, you can see that DriveID 682144 had three changes, but for each change, the event summary is displayed/printed. So instead of Evoqua listed once and the three changes made to the event listed underneath, I am getting the summary displayed for each and every change within the report.
I have a row grouping for DriveID since each event has an unique ID. And I also have a Details row group that displays the changes. I've tried adding a grouping on the Details row group, but if I group on SourceDriveID, it will only display one record for each drive. I am joining the two tables on DriveID (Drivemaster.DriveID=CriticalDriveChanges.SourceDriveID)
I think it would work if the Critical Drive Changes view had a unique identifier, but it doesn't so I am trying to work with what I have. Any suggestions on making this work?
If there is anything I need to explain better, please let me know. I've been stuck on this for two days and need to get through it.
Thanks,
Your second group needs to be grouped by the key of the “changes” and not the DriveID. It’s already grouped by the DriveID because of the parent group. Grouping by the same Field again effectively gives you an extra summary row, its showing the first of the changes.
This can be done by customized summary. You can have a global variable for the summary, and use expression to do the calculation. Some tricks are needed for this kind of report.
So there are a couple of similar questions, but all are using javascript, which isn't ideal as it requires the record to be opened / saved.
So, how can you calculate age based off birthdate. There are 200,000 records this would need to be done on and it's using CRM 2015, so can involve calculated fields as well.
It's going to be reported on in the background, so we can't use Javascript.
Workflows are a possibility, but running them on 200,000 records daily isn't exactly elegant!
Any other suggestions?
I've come across this requirement a number of times.
I've solved it by writing a Scribe or SSIS job which runs nightly and updates the Contact.Age field.
In order to not update every Contact record with the calculated age (as most ages won't have changed), I've used one of the following:
For on-premise CRM (where I have SQL access to the database), I wrote a query to return:
contactid
contact age
contact DoB
calculated age (calculated column from DoB and getdate)
The Scribe or SSIS job would only update records where Contact.Age != CalculatedAge
For hosted CRM (where I don't have SQL access to the DB):
Add a field called 'Next birthday'
The Scribe/SSIS job would search for records where NextBirthday is null or prior to today. It would update the Age and NextBirthday field.
Both of these methods mean that if the nightly job doesn't run for whatever reason, then when it's next run it will catch up on any records that are now out of date.
http://blogs.msdn.com/b/crm/archive/2009/02/27/creating-a-birthday-contact-list.aspx has an example using a pre-plugin to populate the birth month, year, and day fields. This could be adapted to instead perform the calculation to populate an age field. That being said, this would only work for new records or records that are changed.
If you wanted to do this via workflow, you'd have to have a workflow assembly to perform the calculation to populate an age field. As an alternative that doesn't require any code, you could create an Advanced Find query for All birthdays in a certain time frame, i.e. "Birthday on or before 2/17/1975" (this should limit the amount of records returned and reduce it from the total of the 200,000). Include the birthday and a new Age field created in the columns shown. I simply created an age field as a text field with a size of 5 characters since I'm intending only to store the years old someone is in it. Export the contacts to Excel marking the options, "Static worksheet with records from all pages in the current view" and "Make this data available for re-importing by including required column headings". Make sure to include the Owner column in order to prevent reassigning all these records to yourself when reimporting the records.
Then in Excel, create a formula like the following in the Age column assuming the birthdate field is in Column L, "=DATEDIF($L2,NOW(),"y")", which will update the age field with how many years old someone is as of the current date. Note that you might have to perform this calculation on a separate column and copy in just the values in order to ensure that Excel does not change the data type for the Age column or you will not be able to import that data back into Microsoft CRM. Fill that formula down so all records are updated, and save the file. Then in Microsoft CRM, import these records by pointing to the updated XML file (Excel 2003 XML format). Here your only restrictions are going to be on the size of the import file (CRM Limits this to 8 MB per file) and will be restricted to 10,000 records for the export, so this is another reason to break up the records you are exporting for reimport.
If you do update these via a workflow, you can update more than 250 at a time using a solution like the one in the CRM 2013 Bulk Workflow tool for XRM Toolbox http://www.zero2ten.com/blog/crm-2013-bulk-workflow-tool-for-xrmtoolbox/ , which allows you to select a group of records using FetchXML as the criteria for the records to apply the workflow to, noting that this may take some time to process if you are running this at the same time for all 200,000 records.
Ideally, my preference would be to have a plugin or JavaScript, but can see with your requirements that you would need to have this run either daily or on a monthly basis (although I would not run it for all 200,000 since everyone's age does not change each day). Just choose the records that have birthdays in a particular month or on a particular date to run the workflows on or to export and reimport for since that's going to be much less intensive for server processing and will be able to complete much faster than having to update all 200,000 at a time.
I have a formula written for a field in Crystal Reports. When i refresh the report, i get a different value from the formula. The required value is always the last value in Browse Field Data dialog for that formula.
Isnt the formula supposed to have only one value as output? why are multiple values shown in browse field data dialog.? Is there a way to retrieve last value of Browse File Data dialog?
My formula looks like below:
WHILEREADINGRECORDS;
NumberVar CODTOTAL;
if {XXX.YYY} = 1 then
( CODTOTAL := CODTOTAL + {XXX.ZZZ};
);
CODTOTAL;
Browse field data shows all the values "CODTOTAL" acquires as a result of that formula and displays a random value amongst the assigned value.
Please help me out. I am amateur in crystal reports.
Any help would be highly appreciated.
~Regards.
First observation should be where have you placed the formula (Details, Footer.. etc).
why are multiple values shown in browse field data dialog.?
Browse field shows the data that is present in the table but in your case you are applying "If" condition of the filed. It can be possible that there is only one record that satisfies your condition.
I would suggest to run the report without the codition, Check the results and apply the condition and check results again.