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One Report, multiple data sources

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    One Report, multiple data sources

    I was wondering if it was possible to create a report that pulls from multiple data sources. In my particular case I need to create reports using multiple QuickBook company files.

    If possible, how should I go about this? Or if not, I'm thinking I will have to combine company data through quickbooks so the report can pull from a combined source.

    Thank you,
    Paul

    #2
    Re: One Report, multiple data sources

    Paul

    Welcome to the QReportBuilder forum.

    When I make multiple company reports, I make a separate table for each company and connect each table directly to the specific company table rather than the currently open company table.

    Then I either create a set to link the tables together or append the tables into a single table.

    Then I report from the set or new table.

    Hope that helps.
    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: One Report, multiple data sources

      al is correct, the QuickBooks SDK prevents us from connecting to any more than one company file at a time, so refresh the multiple companies one at a time, then you can run your multi-company report with any number of companies.

      brad

      Comment


        #4
        Re: One Report, multiple data sources

        Thank you both for your help. I have created three sample passive link tables that point to three different company files. Now I'm wondering how to create a set of all three: is this done through a script? What do you recommend at this point? Or would this be done externally?

        Thanks,
        Paul

        Comment


          #5
          Re: One Report, multiple data sources

          have you seen the video tutorial on this topic?

          http://qreportbuilder.com/videotutorials.html

          Multi-company reports

          let me know if this does not answer your question - thanks!

          brad

          Comment


            #6
            Re: One Report, multiple data sources

            I'm building a report pulling invoice data from many separate QB files. I have decided to append the data into a new table and then base the report on that. A set won't work for me because I have no keys I can tie together to form a relationship. I have created connection strings to my 80 separate files and have duplicated the invoice table and updated its connection string the same number of times, boy that was tedious - wish there was a better way to cycle through all my files! Anyway, using a script w/ xbasic to refresh the tables and more scripts to append the data before I run the report. It works but took a lot of work on my part....maybe we can find some more efficient ways to do this...

            Comment


              #7
              Re: One Report, multiple data sources

              whew! good job. yes we are looking for better ways, but since the limitation is in QuickBooks, theres not too much we can do. we'll keep working on it though!

              brad

              Comment


                #8
                Re: One Report, multiple data sources

                Thanks for the reply. After going through this process, it would be great if we could edit the connection strings w/o having to connect to the data source. Or maybe an xbasic command to edit/create these connection strings. Everything else can be done programaticly. Thanks.

                Comment


                  #9
                  Re: One Report, multiple data sources

                  we will check on that - thanks

                  Comment


                    #10
                    Re: One Report, multiple data sources

                    So now I have two tables: Profit for company a and profit for company b. if I wanted to union non-equal labels (example: concrete sales for one company while adding wine sales from another) and combine equal labels, is there a way to combine in one link expression for one report?

                    I suppose the easier way would be to just print the report for just the combination and then a separate report with the unique fields from each...

                    Thanks!
                    Paul

                    Comment


                      #11
                      Re: One Report, multiple data sources

                      Paul

                      You can make an expression for the linkage, but it would easily get too complicated or long (254 characters?)

                      I'd suggest that a table that contains at least 3 fields hold the relationship/linkages.

                      Fields
                      1. Combined name
                      2. link field to first table
                      3. Link field to second table

                      You can then use a browse or a form to maintain the records as needed.

                      I use a table like this often and call it the driver table.....

                      Hope that helps...
                      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: One Report, multiple data sources

                        I've watched the training video about three times, (which was helpful by the way), but my 5 companies are not showing correctly. I create a one-to-one link from a parent to child for each table linked on the label field. If I include only four tables (with equal field names), the corresponding report shows two company fields, while if I use a fifth table (with different field names), the ending report has nothing. Some ideas would be very appreciated!

                        Thanks,
                        Paul

                        Comment


                          #13
                          Re: One Report, multiple data sources

                          Paul

                          We're going to need to see the report and the data files that go with it.

                          My guess is that the linkages are the issue... But I'm not about to guess at it..

                          If the data is an issue, then let me know and I'll let you know how to get the file directly to me.
                          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: One Report, multiple data sources

                            Al, how would you create this table to set up the links? Is this done externally or through a menu option?

                            Thanks in advance,

                            Paul

                            Comment


                              #15
                              Re: One Report, multiple data sources

                              Originally posted by pjohnson View Post
                              Al, how would you create this table to set up the links? Is this done externally or through a menu option?

                              Thanks in advance,

                              Paul
                              There are a few different ways depending on what you are more comfortable with.

                              You could design the table in excel and import it.
                              You could use action scripting to make a new table from menu options. (See attached image)
                              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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