I have a report in Crystal Reports with multiple subreports and groups. The overall report is grouped by Incoming Loan Status (are the loans at the venue or upcoming, etc.) and then within that is grouped by the exhibition name and then the accession numbers. I want to have the report sorted by Incoming Loan Status (which I have done) and within that loan status, the date. I need all loan statuses that are at the venue to be sorted in ascending order by the VenueCompletionDate (i.e. when it returns) and all loan statuses that are upcoming to be sorted in ascending order by the VenueCommencementDate.
I had looked at parameter sorts, but I need both at venue and upcoming loans on the same report and need both sorts to happen simultaneously within those groups.
Are there any recommendations for this?
Link to example report
Related
I am creating free accounting package in libreoffice-base to compete already available ones your contribution is appreciated. the package include tables:
items
item_groups
order_details
sales_bill_desc
cash
units
companyinfo
bill sales
Customer_ledger
etc.
and created two forms
first to enter items in items table with following fields:
id
List item
particulars
units from units table linked with id gst chooses from
tax table related as id basic price basic stock, barcode, group,
subgroup,
second form is sales bill entry form
it contains a form which relates to order_details table selects customers name from ledger where its state code is also defined e.g. for punjab its 03 basically it is picked from customer's GSTIN number
a subform which is connected to sales_bill_desc table related to order_details table with bill number in both tables.
now in subform when we enter one item, its name is displayed which is same entered in sales_desc table additionally it also need automatically display item units, gst, price(editable field but basic price must be displayed there).but it does not. how to do that i have studied books but am lacking i created same in access 2016 somewhere which worked fine (full working package accounts with inventory).At this time,I am trying to use same database but advanced with features such as barcode. Of course the issue is to be resolved if someone can help. I am loading code of the package.Please rectify and update.
CONTEXT:
I want to monitor payment transactions for money laundering, where payments cross multiple borders. There are a max of 6 countries shown per transaction. For each of these countries, I need to know a risk level.
I have 2 tables:
Transaction data (where there are many transactions from same country)
Country Risk (containing each country once, with an added risk classification. There are 100+ countries, and only 6 different Risk levels).
Problem:
I would like to look up the Risk Classification per country in Transaction Data. The problem is, there are 6 countries per transaction in Transaction Data. So I have to link Transaction data to Country Risk 6 times. Only 1 relationship can be active, of course.
So I tried writing the following measure:
CALCULATE(
VALUES('Country Risk'[Risk classification]);
USERELATIONSHIP('Transaction Data'[Country 2];'Country Risk'[Country Code]))
I get an error though when using the measure in a graph where I listed the countries from Transaction Data (where every country is mentioned in multiple rows) and I wanted to see the related risk categories:
A table of multiple values was supplied where a single value was expected
What am I doing wrong?
Made similar test data: https://drive.google.com/file/d/1_kJW-BpbrwCsbSpxdo7AJ3IzPy2oLWFJ/view?usp=sharing
Needed:
for every C (C1-C6) column I need to add the risk category.
For every C column I need to make a pie chart showing the number of transactions per risk category for that C column
Pie charts should filter the transaction oevrview: (
I've taked a PBI consultant about this, there is no way to get this issue solved the way I want it to (to have multiple relationships between 2 tables all acting as if they were active relationships at same time).
the only way of getting it done would be:
1. write measures (but that doesn't allow cross filtering between pie chart and table below)
2. unpivot the country columns (but that wouldn't allow to have 6 columns with risk category in table)
3. have 6 dimension tables (this solves the issue, because it allows both cross filtering between piechart and other piecharts & table. and it would allow to have 6 columns for separate risks in the table visual)
thanks for trying to help guys!
Is it possible to create an Invoice for multiple Sales Orders for a period? I can see only the option to generate Invoice for every single Order.
As of now, every order is processed on receipt and an invoice is generated for each order. A new customer needs a single AR invoice weekly for all deliveries of that week, while daily orders are booked and shipped in order management.
Currently, we use EBS R12 and are printing the Invoice from the Crystal Reports.
Edit : Does Scheduling the Auto-Invoice program Weekly help on this.
Can someone acknowledge me, if this can be achieved. Many thanks.
I'm trying to replace our current AR report which shows all invoices outstanding by customer for a particular sales representative.
The issue is that each customer may have multiple sales representatives; however, since the Sales Representative ID is stored at the invoice level the report only displays that sales representatives sales to their customer.
What I would like to do is display on the AR report all invoices outstanding for all sales reps for each customer that a particular rep visits regardless of the sales representative making the sale.
So the sales rep will only see customers that he has outstanding balances with on his report but will also see other balances from that other reps may have outstanding with his customers.
How can I achieve this?
I suspect it has something to do with a parameter and creating a calculated field which lumps the sales reps for each invoice together for a customer and then doing a contains filter; but I can't figure out how to make that first calculation.
Additional Details:
CUSTOMER ID CUSTOMER NAME INVOICE NO SALESPERSON ID AMOUNT OTSNDNG AR BUCKET
CUST01 Customer 1 INV01 JAMES 100 31-60
CUST01 Customer 1 INV02 JAMES 100 61-90
CUST01 Customer 1 INV03 BRIAN 100 31-60
CUST01 Customer 1 INV04 MARK 100 CURRENT
CUST02 Customer 2 INV05 MARK 100 61-90
CUST02 Customer 2 INV06 JAMES 100 31-60
CUST03 Customer 3 INV07 MARK 100 31-60
CUST03 Customer 3 INV08 BRIAN 100 61-90
In the above table, when running an accounts receivable report for Brian Invoices 1-4 and 7-8 should show up as he sells to both of these customers. All invoices should show up on Mark's AR as he sells to all three customers and James should see the invoices for Customer 1 and 2.
I would attach a file to the question with this data in a spreadsheet if I could.
I believe the best way to achieve this is using parameters and conditional filters.
First, create a parameter 'rep'. Define it as list, and import [SALESPERSON] values to it.
Now the trick part, you want to filter the clients that has ever been visited by a specific salesperson. This is how you do that on Tableau:
1- Create a calculated field [marker]. Use the formula:
IF [SALESPERSON] = [rep]
THEN 1
ELSE 0
END
Note this will basically put a 1 marker on the lines of the selected salesperson
2- Drag [CUSTOMER ID] to filter
3- Go to tab 'Condition'
4- Use By field: [marker], Sum, >, 0
This will basically run a calculation. For each customer, it will get all [marker] entries, sum all them. Those who are above zero (meaning, there is at least one 1 marker) will be kept, those who are zero are eliminated
Let me know if this doesn't work, or you have any question
I'm doing a report with BIRT 3.7 and I've a query order by customers and invoice, with a group for customer and subgroup for invoices. So the thing that I need is for each customer, how many invoices it has. I'm trying to use function count from Aggregation related to invoices's subgroup, but when I run the report, the aggregation variable shows the total of details from last invoice.
Any comment is welcome!.
Thanks.