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Report Data Labels

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    Report Data Labels

    I am selecting several classes from QB for a report, which works fine, but QBR defaults the lables to Amount1, Amount2, etc. (and it can go really high, I have seen all the way up to Amount110) I need to know which class each Amount1, Amount2, etc. is not just a generic label. Thanks.

    #2
    Re: Report Data Labels

    Originally posted by wsrcd View Post
    I am selecting several classes from QB for a report, which works fine, but QBR defaults the lables to Amount1, Amount2, etc. (and it can go really high, I have seen all the way up to Amount110) I need to know which class each Amount1, Amount2, etc. is not just a generic label. Thanks.
    Jessica

    How many classes does that company file have in it? Sounds like a lot of them...

    I would suggest that you use the QRB option on the report to display the report in QB. (At least temporarily) That will cause the QB report to show along with the QRB report and you'll see the classes that belong to each column.

    My guess is that it's an alphabetic list of the classes left to right through the columns. That's what I've normally found.

    You may want to filter with the class so you know what class is being display.

    I'd also suggest that you stop in on our weekly webinar and let's discuss the options.
    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: Report Data Labels

      I am not given the option to filter by class when I edit the data source. Is there another way?

      Comment


        #4
        Re: Report Data Labels

        Hi,

        I have a somewhat similar issue regarding reports the involve classes or jobs, specifically PL reports.

        I have over 100 jobs and I'd love to get a PL that has the actual job titles instead of Title_1, Title_2 etc..... Sure I could pull up the quickbooks version of the report, but that won't be a reasonable solution for printing or presenting modifications that I make to the report.

        Do you have any suggestions for this dilemma?

        Regards.

        Comment


          #5
          Re: Report Data Labels

          Hi Robert,
          By Jobs, I take them to be your Customers ? Or there have been times when Vendors are the Customers...and there are other ways too to have job names--

          Be specific.

          Regardless, I have a feeling what you wish to accomplish is not very difficult, but also understand that until you do something the first time, it is hard to figure out where to start!

          Is there any report that comes close to what you want?...such as Profit and Loss by Job. If so have you tried creating a new report based upon this stock report?

          If I know what you want specifically or what you have tried, then most likely I can help. :)
          Mike
          __________________________________________
          It is only when we forget all our learning that we begin to know.
          It's not what you look at that matters, it's what you see.
          Henry David Thoreau
          __________________________________________



          Comment


            #6
            Re: Report Data Labels

            Hi Mike,

            Jobs refer to customer projects. Each customer can have numerous jobs (projects) associated with them. Imagine a consulting company that does numerous jobs for a client or a construction company that does numerous buildings for a client. We need to be able to track the profitability, not so much of the client, but of each of the jobs (projects) that we do for them.

            QuickBooks has a report called PL by job which is like a regular PL except that there is a column for each job. Also, when you run this boilerplate in QuickBooks you get the names of each job running across the top of the report. One job per column.

            The problem I get is when I create a report in QReportBuilder based on QuickBooks PLbyJob report. Rather than get the names of the jobs running across the top of the report what you get are columns that say Amount_1, Amount_2, Amount_3 and so forth. Each of these report labels refer to a specific job. While I could manually label them in the Report Editor this would be inconvenient for a hundred plus jobs. Ideally, QReportBuilder would be able to obtain the report data labels automagically. Why it doesn't is a little perplexing and I haven't been able to find a solution. Again, if you pull up the corresponding report in QuickBooks you will find that each column is properly labeled with the job name. This problem also affects the report called PL by Class.

            So while I could just run these reports out of QuickBooks, my hope was to be able to modify these reports in QReportBuilder to get them in the layout we need.

            Let know if you have any thoughts or need more info.

            Thank you for your time!

            Robert

            Originally posted by MikeC View Post
            Hi Robert,
            By Jobs, I take them to be your Customers ? Or there have been times when Vendors are the Customers...and there are other ways too to have job names--

            Be specific.

            Regardless, I have a feeling what you wish to accomplish is not very difficult, but also understand that until you do something the first time, it is hard to figure out where to start!

            Is there any report that comes close to what you want?...such as Profit and Loss by Job. If so have you tried creating a new report based upon this stock report?

            If I know what you want specifically or what you have tried, then most likely I can help. :)

            Comment


              #7
              Re: Report Data Labels

              Use this SQL statement. Modify to your heart's content. The key element is the Amount_Title field which will generate a Title for each of the Amount fields....

              ie
              Amount_1_Title -- Amount_1Amount_2_Title -- Amount_2 ....
              Code:
              sp_report  ProfitAndLossByJob show Amount_Title, Text, Label, Amount parameters DateMacro =  'ThisYearToDate', SummarizeColumnsBy = 'Customer'
              For some reason, the option to put the Amount_Title didn't make it into the selection box for allowable fields.

              You can enter this SQL statement into the Data - more options - link/import external data. Make a new passive linked table there and use that as the basis for your report....
              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: Report Data Labels

                Hi, Just a bit too slow on this one--I just found the exact same thing as Al regarding the SQL definition.

                sp_report ProfitAndLossByJob show Amount_Title, Amount, Label, Text

                Well, at least it's verified. :)
                Mike
                __________________________________________
                It is only when we forget all our learning that we begin to know.
                It's not what you look at that matters, it's what you see.
                Henry David Thoreau
                __________________________________________



                Comment


                  #9
                  Re: Report Data Labels

                  Hi Al,

                  I was very excited by the information you provided. However, once I started the report, I got a message that I had selected too many fields.

                  I tried it testing with a few fields and it seems to work! Thank you.

                  Any idea on how to overcome the field limit? I have over 100 jobs.

                  Related to this is another question. Depending on the reporting period I select, there will be a variable number of jobs. Can I define a report that can take this into consideration? In some reporting systems, you can define certain fields to be dynamic.

                  Thank you so much for your help!

                  Originally posted by Al Buchholz View Post
                  Use this SQL statement. Modify to your heart's content. The key element is the Amount_Title field which will generate a Title for each of the Amount fields....

                  ie
                  Amount_1_Title -- Amount_1Amount_2_Title -- Amount_2 ....
                  Code:
                  sp_report  ProfitAndLossByJob show Amount_Title, Text, Label, Amount parameters DateMacro =  'ThisYearToDate', SummarizeColumnsBy = 'Customer'
                  For some reason, the option to put the Amount_Title didn't make it into the selection box for allowable fields.

                  You can enter this SQL statement into the Data - more options - link/import external data. Make a new passive linked table there and use that as the basis for your report....

                  Comment


                    #10
                    Re: Report Data Labels

                    Robert,
                    I think you have simply encountered a genie level limitation is all....the genie is used just as a starting off point and cannot possible incorporate unlimited fields. So add a few, then in the report editor use the drag-drop list which will show all the fields that are in the table(s) the report is base on and you can then add whatever will fit on the page (use landscape if more real estate is needed).
                    Mike
                    __________________________________________
                    It is only when we forget all our learning that we begin to know.
                    It's not what you look at that matters, it's what you see.
                    Henry David Thoreau
                    __________________________________________



                    Comment


                      #11
                      Re: Report Data Labels

                      Originally posted by Psyop View Post

                      Any idea on how to overcome the field limit? I have over 100 jobs.
                      Do less jobs... ???

                      Having a 100 jobs across a page of paper is going to be a real estate management problem.... or very small type...

                      Are you going to filter this to a lower number of jobs, or some how make the final report have jobs vertically instead of horizontally?

                      Is there a better report/table(s) to base this on or do you need to filter by job(s)?
                      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: Report Data Labels

                        Hi Al,

                        Even if I were to reduce the number of jobs, it stills seems odd that I could only select enough fields for about 6 jobs or so. Which is a very small number. Even if I were to filter the jobs by class and reduce the time period to say, a quarter, rather than the entire fiscal year, I'd still have at least ten jobs that I would need to output per class and quarter. For enterprise users of Quickbooks I imagine that others would have many jobs and classes that would exceed this limit.

                        Regarding your point of making jobs vertical. That would mean, if I'm running a PL report that I would have certainly more than 6 accounts, and more like 50 accounts, as columns. This would result in a similar issue.

                        Do you happen to know what the hard limit for the number of fields are for QReportBuilder?

                        Cheers!

                        Originally posted by Al Buchholz View Post
                        Do less jobs... ???

                        Having a 100 jobs across a page of paper is going to be a real estate management problem.... or very small type...

                        Are you going to filter this to a lower number of jobs, or some how make the final report have jobs vertically instead of horizontally?

                        Is there a better report/table(s) to base this on or do you need to filter by job(s)?

                        Comment


                          #13
                          Re: Report Data Labels

                          Originally posted by Psyop View Post
                          Do you happen to know what the hard limit for the number of fields are for QReportBuilder?
                          Robert

                          Are you doing as mike suggested and using the report genie? If so, there is a limit with it that is very small. Please use the report editor and expand the number of fields alot. In the case of the report editor, the limit is the amount of fields that will fit on the report rather than a hard number of fields.

                          The genie is designed to ease the starting of a report, not to be used as an end all...

                          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


                            #14
                            Re: Report Data Labels

                            Thanks Al -- that was it. I didn't realize the report genie was the limitation. I assumed the report editor would have the same issue.

                            Mike, thank you for your suggestions too!

                            You guys were great. I look forward to being able to contribute what I learn to these forums soon.

                            Cheers, Robert


                            Originally posted by Al Buchholz View Post
                            Robert

                            Are you doing as mike suggested and using the report genie? If so, there is a limit with it that is very small. Please use the report editor and expand the number of fields alot. In the case of the report editor, the limit is the amount of fields that will fit on the report rather than a hard number of fields.

                            The genie is designed to ease the starting of a report, not to be used as an end all...

                            Hope that helps...

                            Comment

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