Group By Totals in Report

[wolf]

Could someone please point me into the right direction.

I had a look at the sample database and had a look at the help file but could not find the answer.

I have an employee field where the data gets entered each time they perform a task. There is another field that stores the numeric value.

eg each job performed gets a value of 1.

Each time employee A performs a task they get a value 1 and so on for each employee.

Just want to create a basic report with staff name and total sum of jobs performed showing in a report with the first row of data showing the highest completed jobs descending down.

An Example:

1. Employee A 50
2. Employee B 47
3. Employee C 43
4. Employee D 35
5. Employee E 31
6. Employee F 26
7. Employee G 15


I understand these will need to be grouped in the report. Tried a few different ways but no success.

Thank You

[Keith Hubert]

Re: Group By Totals in Report

Hi Joseph,

Have a look at Summarize Operations. This will do all the hard work for you and you build your report on the result table.

[wolf]

Re: Group By Totals in Report

Thanks for your help Keith.

Just wondering if there is more of a simple way of doing this instead of needing to run code, click ok to append in message box to get results then transferring this data into a report.

Joe

[Keith Hubert]

Re: Group By Totals in Report

Hi Joe,

click ok to append in message box to get results then transferring this data into a report.

I dont understand what this means. When you run the summarize operation the result is in a new table in exactly the format of your first thread. You build your report on this new table. Nothing to append or transfer.

There is another way using calculated fields, but I find this gives greater control over the output.

Have a look at TABLECOUNT()

[wolf]

Re: Group By Totals in Report

Keith,

Can you pls direct me towards the first 2 steps with your suggestion.

Eg where is the first point in Alpha 5 should I be to create a summarize operation?

Thanks

Joe

[wolf]

Re: Group By Totals in Report

Hi,

I have gone into the operations tab, created a new summarize operation and saved it.

Each time it runs it gives you a warning message eg 27 records will be summarized blah blah.

I have been playing with this off and on all day.

I can not believe such a simple task that can be performed in Crystal Reports by grouping a group and ascending or descending the sum result takes way longer to
figure out in Alpha 5 reports.

Joe

[Ray in Capetown]

Re: Group By Totals in Report

Joe
In setting up the summarise op you can select for it to run silently
Set up an action script to first run that summary, then next run the report.
ONE button click, begin to end.

[wolf]

Re: Group By Totals in Report

OK, this is what I have done.

1. I have created 1 Summarize Operation. The results come up in the new table.

2. I have created an Action Script for the above and it now runs silent.

3. I have created a new report with the new table the summarized options go into.

I ran this and it seems to be working. I went into the table and changed the data and the new changes show up in the report
when the report is tested.

Is this correct?

Now the only issue I have is the report still looks the same and is not like the following:

1. Employee A 50
2. Employee B 47
3. Employee C 43
4. Employee D 35
5. Employee E 31
6. Employee F 26
7. Employee G 15

So which step above would I need to edit so it shows the report like:

1. Employee A 50
2. Employee B 47
3. Employee C 43
4. Employee D 35
5. Employee E 31
6. Employee F 26
7. Employee G 15

I have opened up the Summarization operation but unlike Access Queries I don't see an Ascending or Descending
option for the data field. If someone can help me with this it would be appreciated.

Thank You

Joe

[Ray in Capetown]

Re: Group By Totals in Report

In the report.
Forget trying to compare how Access does things, it may be getting in your way.

[wolf]

Re: Group By Totals in Report

Thanks Ray.

Not really comparing Alpha with Access. Just trying to make sense of it all.

Got it working now by grouping the totals together.

Thanks for your help

Joe

[Al Buchholz]

Re: Group By Totals in Report

Now the only issue I have is the report still looks the same and is not like the following:

1. Employee A 50
2. Employee B 47
3. Employee C 43
4. Employee D 35
5. Employee E 31
6. Employee F 26
7. Employee G 15

So which step above would I need to edit so it shows the report like:

1. Employee A 50
2. Employee B 47
3. Employee C 43
4. Employee D 35
5. Employee E 31
6. Employee F 26
7. Employee G 15

I have opened up the Summarization operation but unlike Access Queries I don't see an Ascending or Descending
option for the data field. If someone can help me with this it would be appreciated.

Those 2 lists look the same to me.... What should the difference be?

[Keith Hubert]

Re: Group By Totals in Report

Joe,

Not sure why you are "grouping the totals together".

Now that you know how to use one operation, I suggest you have a play with with Append and Post.

[wolf]

Re: Group By Totals in Report

Hi Guys,

The reason I am grouping the totals together is so I can generate a report with how many jobs completed per employee.

Its been an interesting day to say the least. This took me no more than 15 minutes to achieve in Crystal Reports back in 2008 IN VS 2005 and I have been on this for about 8 hours in total today.

Its all a learning experience i guess and no I am not comparing. Just shows you the thought process the development team has when building this system from scratch.

Those 2 paragraphs are identical. Its the message I was trying to get through. After working my way how to do this I realised the data only shows totals per person with no data available from the table eg date so you can do a date range, managers name etc.

So I made a fix where one table set collects data from the source mentioned above into a report. Just working out how to add the date range so I can pull out the data via date range.

Thank you all for replying.

Joe

[Stan Mathews]

Re: Group By Totals in Report

If you are saying that the result of your summary operation has the records in ascending order by jobs it would be a simple matter to order the report on invert(recno()) or invert(total_jobs_fieldname). You do this in the same Report menu, Properties dialog where you found out how to filter/select records.

There you might also choose to order on the total_jobs_fieldname and choose Descending.

[wolf]

Re: Group By Totals in Report

Thanks Stan,

I do hope I do pick this up as well as you have.

Its all just a matter of time I guess.