I have 5 different groups within the Row Groups in Report Builder. I need help to add pagebreak only after the 2nd group ( in this case at the residentName level and not at the facility level).
Row Groups
facility
residentName
room
abbrevdesc
type
Edit: To make things more clear:
Say I have facility = chicagoApartment within which I have various residents say sam, john and sean . Each resident than have their room numbers and multiple description which then has its types.
I want to be able to page break at the resident level so that all the information related to sam stays on the same page instead of expanding to the next.
When I do "page break" inside "group properties" and choose "between each instance of a group".. it cuts off at the facility level but i want the facility to stay chicago and pagebreak at the residentName level.
I hope its more clear now!!
Row groups
Related
I am looking to build a bot that typically requires two numbers with a different meaning (role) in the same utterance. Let's take the example of a StockMarket order assistent (fictional, as example)
Some example utterances:
Buy 100 MSFT stock at limit of 340
Get me 200 Apple at maximum 239.4
Buy 40 AMZN at market price
In LUIS portal, I have defined two entities
StockSymbol a List entity (for all stocks, linking their symbols and the names as synonyms).
number the prebuilt entity with two Roles: Amount and Limit
When specifying the utterances shown as example, it shows that the entities get recognized. But I cannot find a way to specify the roles for the different number entities in my sample utterances. (in the examples, the first number instance of number is the Amount, and if a second it there, that is typically the Limit role.
Anyone an idea on how to define this and set this up?
Best regards
There are 2 different ways to do this, First is to use roles for a prebuilt entity, go into the number prebuilt, click on Roles, add 2 different roles.
one for Amount another for Limit then you have to go in the utterances and label for the roles, you do that by going to the utterance, clicking on the # symbol on the right, selecting the number prebuilt, selecting the role, then highlighting the numbers with that role.
Second approach is to use ML entities, create 2 ML entities, one for Amount one for Limit. Add the number as a feature and make it a required feature, and then go ahead and label the Amounts with the Amount entity and the limits with the Limit entity directly.
I am grouping the data in my table by person and term. I am trying to separate term groupings but keep them on the same page and have only one person per page. This image shows how it looks in Crystal Reports. The only issue I am having with SSRS is that it is putting each term group on a new page.
Crystal Reports output
Design View
Without seeing the report design it's hard to say but I would guess you have a row group that groups by both person and term with a page break set between the group.
You need two separate row groups, the inner one by term and the outer one by person, then only have page breaks on the outer group.
If this does not help, show your report design including row groups and their properties
I am trying to come up with an UI design for creating a user in Account (Customer) and assigning them a to a one of the levels in hierarchy. And the hierarchy can change depending on the Account selected. I am developing this in an Ionic 2 app.
Would appreciate if you guys can suggest some best approaches in going about it. And, honestly, I am not able to come up with anything good.
Following is an example of various levels that can be setup up for different Accounts. There's going to be 10 levels but not all Accounts will use all 10 levels.
Account is the top most level. All the levels under that will have multiple values. And selecting a value at a level should show only the relevant values in the remaining levels.
Account - Store1 [A Super User having access to all features (Stores)]
|
Country - USA, Canada [User will have access to features of selected country]
|
Region - Eastern, Northern [Features only for the selected region]
|
States - CA, NY, etc.
|
City - San Francisco, San Jose, NYC, etc.
|
Store - Store1, Store2, etc.
Not all Accounts (Customers) will have all the levels. Some might have only 3 or some will have just 2 or others will have 5 and then some might have all 10 of them.
What's the best way to design the User Interface for such data.
Any ideas, suggestions, pointers will be very helpful.
Thanks.
Well , firstly i am sure you could come up with some good ideas you just need to be drinking better coffee ;) . You are a programmer .. its what we do.
Jokes aside. I have recently had to implement a similar hierarchical select structure and did it with each selection navigating to a new view. At first i didnt think this approach was the best but for my use case it actually was because each page had CRUD operations and so clearly differentiated each section.
In your case it is a bit different as they are only selects.
What i would do is show or hide a <ion-list> for each child in the selection process with the selected value at the top separated by an arrow icon.
Selection 1 -> Selection 2 -> Selection 3
Please select
item 1
item 2
item 3
item 4
So basically just show and hide with *ngIf based on the user role and where they are in the selection process with selected options at the top
Having some trouble getting this to work... I basically want the report to look similar to:
The way I remember doing this in the past was by creating "page groups" in the report wizard. However, I believe that was in VS05, and now the report wizard is very different in VS10. It now has column groups and row groups but no page groups, and I can't see how to get this to work without the wizard either. If tried looking for a tutorial or example but haven't had much luck. Also, the site 'gotreportviewer.com' is pretty terrible and has not been much help.
To create the effect of one record per page means you need to set a group element to the report. For instance assume you have a database table called "Login" and you wanted to group by a person's login name. Here is what you do:
First add a table to the report like so:
The table can be found in the "Toolbox" on the left hand side of VS2010. Once the table is added you will want to add a group to this table:
After this you will want to go to the properties of the group:
Here you simply can set a page break between each instance of a group, in addition, this will give you a "one record per page".
So the reporting system in Salesforce is a bit restricting. It seems there is no editor for an xml or other markup language to create reports in; apart from formulas you're stuck in the website drag and drop ui.
There seems to be 3 types of reports in Salesforce Tabular, Summary and Matrix. The first kind is kind of useless for more advanced reports, since it doesn't support forumulas (if both fields are in the same table you can work around this with calculated fields). However with all 3 I've found it difficult to impossible to make a report with basic details and summarized figures.
An example:
I've added a custom field "company size" to the Account table/object. This tracks the approximate number of employees working at the customers company (ever taken one of those surveys that asked you for a range of how many employees worked in your organization). I then have a custom table/object for sales, listing the account, the date and the volume ($).
I would think it would be a simple to create spreadsheet style report with each row listing an account, which state it was based in, how many employees they had, followed by their total sales and sales/employee (a formula of volume/employees).
But the grouping and summarization options don't seem to work that way. Grouping in both the Summary and Matrix report types seems to want to treat each grouped field as a seperate level, so with the 3 fields related to the account I get 3 cascading fields in a stair like arrangement, instead of being able to put them on one row.
It gets worse with the summarization - no matter what I and other colleague have tried the summarization doesn't seem to work. If an account has 50 sales we end up with 50 rows, even if we click the little arrow beside the column, click summarize and check Sum.
From an SQL perspective this report seems like something you would teach students in the first week, yet its really not obvious how translate this into something Salesforce can understand. A lot of the web ui is not discoverable (dragging fields provides no feedback as to why it can't be dropped in a particular place, some options are hidden unless you hover the mouse over the right place) so I would not be surprised if I've missed a crucial step.
So, is there an option to make this work (particularly getting sales to be totaled as a single cell for each account, not 2 or 5 or 50), maybe a distict checkbox lurking behind an innocent blank area?
Given the lack of calculated fields in the report, you need to create the formula at the object level. If it's not useful in the detail page, don't include it in the page layout. It will still be available in reporting.
The summarization/grouping options work as in SQL, but you can only group by one field at a time.
However, the result view in "show details" mode is not like a simple SQL query - more like using windowing functions where the result output can contain both groupings with aggregations at those levels, and the detail rows that fed into that grouping.
In "hide details" mode, the detail rows are not shown, and so only grouping levels and the aggregates are shown.
So, it looks like you can either:
group by state, then account, sum your employees, sum sales, and then a Custom Summary formula of sum:sales/sum:employees
or
create a formula field on account to do sales/employees
tabular report with fields of: account, state, employees, sales, your new field.
Also, if you want an XML editor, you can edit the XML for reports (as with many other parts of salesforce setup) via the metadata API and the force.com plugin for eclipse. But it's mainly for tweaking reports, or version control, or mass-actions, as there is no preview/run operations, it's mostly a metadata management system.