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Creating a temp table for a report

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  • Creating a temp table for a report

    I have this huge set where all of a client's data is displayed on a form that various reports can be run from.
    But now they want a report that will show checkboxes based on which fields have entries from the different tables.

    So eg, say a client receives food stamps and social security. In the relevant table amounts are entered, but in this
    report, a check box should appear instead. And that is just 2 fields to be checked both from the same table.
    I have about 8 tables and 50 fields to search.

    I could use some ideas on how to go about doing this...with as little user interaction as possible!
    Robin

    Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

  • #2
    Re: Creating a temp table for a report

    Can be done. I created a set with 12 tables and then created a temp separately with exact fields for printing a bank contract. Then went and filled the fields using an operation from a set. Made the report based on the temp table which never got deleted and printed the contract with Crystal Reports due to alpha not being able to. Used join, I think
    Dave Mason
    dave@aldadesktop.com
    Skype is dave.mason46

    Comment


    • #3
      Re: Creating a temp table for a report

      Hi Robin,
      So 1) how do you want the end report to be grouped - by person with details of their 50 fields, or other? 2) Do you want to have all 50 fields displayed and those that have values a checkbox marked, or just the fields that have values show on the report?
      Mike W
      __________________________
      "I rebel in at least small things to express to the world that I have not completely surrendered"

      Comment


      • #4
        Re: Creating a temp table for a report

        Hi Robin,
        Fun exercise. Here is one way (see attached). Lot's of other possibilities depending upon what the requirements for your outcome report.
        Attached Files
        Mike W
        __________________________
        "I rebel in at least small things to express to the world that I have not completely surrendered"

        Comment


        • #5
          Re: Creating a temp table for a report

          Thank you Mike, I will review and get back to you...
          Robin

          Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

          Comment


          • #6
            Re: Creating a temp table for a report

            This is an example of the data I want to pull from the tables & fields listed. Notice some of the fields do not have table-fields.
            This is the data that will then be presented to the user to review and select or fill in the remaining blanks (if any). This temporary table will then
            be posted as one record linked to the client and the report will be based on that table. The report will show all the fields.
            Other fields not shown will provide the linking data. I have the post completed since I can map on TALLY_ID.

            dataexample1.png
            Last edited by MoGrace; 05-06-2019, 01:21 PM.
            Robin

            Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

            Comment


            • #7
              Re: Creating a temp table for a report

              Reviewing Mike's example gave me an idea on where to start.

              First I made a new set with just the tables I need to get the fields to test.
              Next I created a Copy operation to create the fields from those tables for a one record TmpTally table.
              I also added an Update to clear the TALLY and SEL_FLAG fields and a Post operation to reset the link fields in the Tally table.
              (I chose this instead of Zap & Append because it was easier.)

              From the TmpTally table I could get a field list to manipulate and map to the Tally records I want to update which is displayed to the user to complete
              since in some of the Tally records the fields are going to be blank.

              Both tables are sorted on the FLDNAME field which helped fetch_find() work faster I think.
              I added a unique index to Tally to remove any blank FLDNAME records except for the 1st which I could test for and skip.
              There are still a few mapping issues to tweak but here is the 'working' script - which is open to improvement!:

              Code:
              'Date Created: 07-May-2019 01:35:59 PM
              'Last Updated: 07-May-2019 02:04:34 PM
              'Created By  : Robin Q
              'Updated By  : Robin Q
              'Selected fields from the CL_TALLY.Set (5 tables) are copied to TmpTally for the current record.
              
              dim global Get_iKey as c      'global var is used to filter the operations
              dim hdr as p		       'Int_hdr
              dim tbl as p		       'Tally
              dim tmp as p		       'TmpTally
              dim fldname as c
              dim flds as c
              dim tfld as c
              dim tname as c
              dim xlist as c
              dim cnt as n = 0
              dim errcnt as n = 0
              dim fcnt as n = 0
              dim rec as n = 0
              dim xn as n = 1
              dim commit_flag as L
              dim flag as L
              
              'exclude character fields so only logical or numeric fields are in the list
              xlist=<<%str%
              intake_id
              indate
              memb_id
              name_str
              cs_wrkr
              %str%
              
              hdr = table.current()
              Get_iKey = hdr.intake_id
              copy.run("CL_Tally to TmpTally")      'not silent to show user a record was created
              xbasic_wait_for_idle(.15)
              update.run_silent("Clear Tally")
              xbasic_wait_for_idle(.15)
              post.run_silent("Int to Tally")
              
              tname = "TmpTally"
              flds = table.external_field_name_get(tname,"n")
              flds = word_subtract(flds,xlist,crlf())
              flds = sortsubstr(flds,crlf())
              fcnt = line_count(flds)
              
              tbl = table.open("Tally",FILE_RW_SHARED)
              tbl.index_primary_put("FLDNAME")
              tmp = table.open(tname,FILE_RW_SHARED)
              'tmp s/only contain 1 record
              tmp.fetch_first()		
              for xn = 1 to fcnt
              	fldname = word(flds,xn,crlf())
              	if fldname = "" then
              		goto SKIPIT
              	end if
              	tfld = tname+"->"+fldname    'this was the format isblank() would accept
              	flag = .not. isblank(tfld)	'reverse the result to post, if isblank returns true then flag is false
              	rec = tbl.fetch_find(fldname)		
              	if rec < 0 then
              		'matching record not found
              		goto SKIPIT
              	end if
              	commit_flag = .t.
              	on error goto ERRMSG
              	tbl.change_begin()			
              	if tbl.typeflag = "L"
              		tbl.sel_flag = flag
              	else 
              		tbl.tally = eval("tmp."+fldname)
              	end if
              	tbl.change_end(commit_flag)
              	if commit_flag then
              		cnt = cnt+1
              	end if
              SKIPIT:
              next
              
              ENDIT:
              tbl.close()
              tmp.close()
              Tln("Tally records posted "+Get_iKey,""+cnt,"Scripts")
              End
              ERRMSG:
              commit_flag = .f.
              script_play_local("ERRMSG")
              on error goto 0
              errcnt = errcnt+1
              'stop error loop at 2
              if errcnt < 3 then
              	RESUME NEXT
              else
              	RESUME ENDIT
              end if
              Last edited by MoGrace; 05-08-2019, 12:45 PM.
              Robin

              Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

              Comment


              • #8
                Re: Creating a temp table for a report

                Sample form to display to user to complete before using buttons above. The grayed out fields are only visual to show non-entry fields.

                tally_form.png
                Robin

                Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

                Comment

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