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another report question

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    another report question

    I have another report question that I think should be simple but cannot do it.

    Have a set of two tables - budget table and expense table. Budget table has chart of account number (coa), department, activity fields and expense table has coa & amount fields. budget table is the parent and expense table is child. Set options: one-to-many, linked by coa, and tried "include from parent" options of none, matched, & not matched but did not work.

    Currently the report shows only the parent record that has associated expense(s). I need to show all records in budget table (parent) whether or not there are associated expense (child). The purpose of the report is to show all budgeted activities and how much was spent and/or not spent. Thanks again for your help.

    Eugene

    #2
    Re: another report question

    You should post an image of the set definition or better an example of the tables and set.

    Along with the report in case the report filter is causing the issue.

    Something simple is missed.

    I typically use a browse or form from the set to verify the structure of the set.
    Last edited by Al Buchholz; 07-15-2014, 05:50 PM.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment


      #3
      Re: another report question

      Al, thanks for your response. The set is very basic two table set like the invoice header/detail. After reading the set tutorial again, I remove the filter conditions (a date range on the child table's field) and ALL parent records were printed along with matching child record(s) (and the parent records without child record). But I DO need the date range filter for the report. Only other option I can think of is to query the child table (by the date range) before running the report without the filter conditions. I have not tried it yet but logically it should work. I will try it and report the result. Any other suggestion (without query the child table) would be greatly appreciated.
      Attached Files

      Comment


        #4
        Re: another report question

        Do all of the filtering work in the report based on the set that you have shown.

        2 options.
        1. In your report use a subreport for the expense records.

        Put the subreport in the report detail band.

        Then you can filter the subreport. Include the scanning("expense") with the date filter code.

        You should get all budget records and only the expense records for that date range.

        2. include in your report filter isblank("<yourdatefield>") .or. (<yourdaterangecode>)
        Last edited by Al Buchholz; 07-16-2014, 12:24 PM.
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        http://www.iadn.com/images/media/iadn_member.png

        Comment


          #5
          Re: another report question

          Hi Al,
          thanks for the help. I did option 1 with the following in "specify filter" option in object properties: scanning("expense") .and. (Expense->Check_Date>= var->askd_From .and. Expense->Check_Date<= var->askd_To). It printed all records in parent table and did not prompt for date range.

          Comment


            #6
            Re: another report question

            Originally posted by EYoo View Post
            Hi Al,
            thanks for the help. I did option 1 with the following in "specify filter" option in object properties: scanning("expense") .and. (Expense->Check_Date>= var->askd_From .and. Expense->Check_Date<= var->askd_To). It printed all records in parent table and did not prompt for date range.
            Looks like the subreport doesn't like the ask variables.

            Can you assign the variables in globals and then call the report?

            Or have you tried option 2?
            Al Buchholz
            Bookwood Systems, LTD
            Weekly QReportBuilder Webinars Thursday 1 pm CST

            Occam's Razor - KISS
            Normalize till it hurts - De-normalize till it works.
            Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
            When we triage a problem it is much easier to read sample systems than to read a mind.
            "Make it as simple as possible, but not simpler."
            Albert Einstein

            http://www.iadn.com/images/media/iadn_member.png

            Comment


              #7
              Re: another report question

              report_Date_Print.txt

              Here's an action script that prompts for 2 dates then runs the report if OK is selected.

              You'll have to change the report name to yours.

              Import the script by going to the code tab and right click in the white space - import - point to the attached file after you save it.

              Change the filter to use the vgFrom_Date and vgTo_Date variables.
              Al Buchholz
              Bookwood Systems, LTD
              Weekly QReportBuilder Webinars Thursday 1 pm CST

              Occam's Razor - KISS
              Normalize till it hurts - De-normalize till it works.
              Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
              When we triage a problem it is much easier to read sample systems than to read a mind.
              "Make it as simple as possible, but not simpler."
              Albert Einstein

              http://www.iadn.com/images/media/iadn_member.png

              Comment


                #8
                Re: another report question

                Al thanks for your generous effort on this issue. It prompted for the date range but printed only the parent records that had child records within that date range. I also "hard coded" the date range in the "specify filter" option and the same result. I will try other options and see what happens. Thanks again.

                Comment


                  #9
                  Re: another report question

                  Originally posted by EYoo View Post
                  Al thanks for your generous effort on this issue. It prompted for the date range but printed only the parent records that had child records within that date range. I also "hard coded" the date range in the "specify filter" option and the same result. I will try other options and see what happens. Thanks again.
                  Thinking this through again, I'd use a copy operation to copy the filtered invoice details to another table and use that as your detail table for the set.

                  Then you don't need the report to filter the dates. It's already filtered.
                  Al Buchholz
                  Bookwood Systems, LTD
                  Weekly QReportBuilder Webinars Thursday 1 pm CST

                  Occam's Razor - KISS
                  Normalize till it hurts - De-normalize till it works.
                  Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                  When we triage a problem it is much easier to read sample systems than to read a mind.
                  "Make it as simple as possible, but not simpler."
                  Albert Einstein

                  http://www.iadn.com/images/media/iadn_member.png

                  Comment


                    #10
                    Re: another report question

                    Al,
                    I was thinking the same. I will create a set just for printing; 1) budget table (parent) linked one-to-many to new and EMPTY "expense" table (child); 2) a dialog window to get the date range; 3) query the "original" expense table with the date range; 4) append the query result to new and EMPTY "expense" table; 5) print the report from the set; and 6) empty the "expense" table.

                    It seems like a cumbersome solution but once it is set up, it should be work. I am still hoping for a simple solution of turning on/off a hidden option that I don't know about :) I will let you know how the script turns out. Thanks.

                    Comment


                      #11
                      Re: another report question

                      Originally posted by EYoo View Post
                      Al,
                      I was thinking the same. I will create a set just for printing; 1) budget table (parent) linked one-to-many to new and EMPTY "expense" table (child); 2) a dialog window to get the date range; 3) query the "original" expense table with the date range; 4) append the query result to new and EMPTY "expense" table; 5) print the report from the set; and 6) empty the "expense" table.

                      It seems like a cumbersome solution but once it is set up, it should be work. I am still hoping for a simple solution of turning on/off a hidden option that I don't know about :) I will let you know how the script turns out. Thanks.
                      Steps 3 and 4 are the same as a copy operation.

                      Not sure that you need step 6 to empty the temp expense table, but it's quick and easy so no big deal.

                      So we are in agreement in general.

                      Let us know what you find in actuality.
                      Al Buchholz
                      Bookwood Systems, LTD
                      Weekly QReportBuilder Webinars Thursday 1 pm CST

                      Occam's Razor - KISS
                      Normalize till it hurts - De-normalize till it works.
                      Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                      When we triage a problem it is much easier to read sample systems than to read a mind.
                      "Make it as simple as possible, but not simpler."
                      Albert Einstein

                      http://www.iadn.com/images/media/iadn_member.png

                      Comment


                        #12
                        Re: another report question

                        Hi Al,
                        everything went as expected. A5 makes it very simple using Genie. And I did use "copy" instead of "append" as you suggested; copy overwrites the previous table with the new queried data so no need to delete previous data. Thanks again

                        Comment


                          #13
                          Re: another report question

                          Originally posted by EYoo View Post
                          Hi Al,
                          everything went as expected. A5 makes it very simple using Genie. And I did use "copy" instead of "append" as you suggested; copy overwrites the previous table with the new queried data so no need to delete previous data. Thanks again
                          thanks for the feedback. Glad its working for you. Enjoy.
                          Al Buchholz
                          Bookwood Systems, LTD
                          Weekly QReportBuilder Webinars Thursday 1 pm CST

                          Occam's Razor - KISS
                          Normalize till it hurts - De-normalize till it works.
                          Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                          When we triage a problem it is much easier to read sample systems than to read a mind.
                          "Make it as simple as possible, but not simpler."
                          Albert Einstein

                          http://www.iadn.com/images/media/iadn_member.png

                          Comment


                            #14
                            Re: another report question

                            I'll add that once it's work as expected, you should take the generated xbasic and put it in functions to ensure that it executes properly and timely.

                            It's a best practice to use functions and xbasic scripts rather than action scripting.
                            Al Buchholz
                            Bookwood Systems, LTD
                            Weekly QReportBuilder Webinars Thursday 1 pm CST

                            Occam's Razor - KISS
                            Normalize till it hurts - De-normalize till it works.
                            Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                            When we triage a problem it is much easier to read sample systems than to read a mind.
                            "Make it as simple as possible, but not simpler."
                            Albert Einstein

                            http://www.iadn.com/images/media/iadn_member.png

                            Comment

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