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Still More Multi-Company...

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    Still More Multi-Company...

    Multi Company report, based on QB Balance Sheet Standard.

    Have 3 companies involved and resulting report, so far, is pretty good looking.

    One issue I see - Not all companies have exactly same accounts (at detail level). What ever company I use as 'base' table, it seems to constrain the results.

    Company A might have 3 checking accounts
    Company B might have 5 checking accounts
    Company C might have 4 checking accounts

    the 3 of Company A are shared with B and C - and balance reporting works fine

    The extra 2 of B and extra 1 of C are 'unique' to them.

    When I run multi-report, where base table is for Company A, results only include data for the 3 shared accounts. I don't see anything for the others.

    I am wondering how to get all the accounts in all 3 to show up.

    I thought about making another company the base table, but no one company has all the accounts of the others...

    Any suggestions on how to proceed welcome.

    #2
    Re: Still More Multi-Company...

    Use another table as the basis for the report. Append unique records from each company to this table. Then you will have a table with all of the accounts from all of the companies in one place.
    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: Still More Multi-Company...

      Not sure I understand the advice (most likely since I am pretty new to QReportBuilder).

      By 'use another table', do you mean pick some other QB table to as base or create a table or ??

      How do you handle linking from some other table to the appended ones of interest (unless they all share same key)?

      If you can clarify, it will be greatly appreciated.

      Comment


        #4
        Re: Still More Multi-Company...

        Originally posted by fhannaford View Post
        Not sure I understand the advice (most likely since I am pretty new to QReportBuilder).

        By 'use another table', do you mean pick some other QB table to as base or create a table or ??

        How do you handle linking from some other table to the appended ones of interest (unless they all share same key)?

        If you can clarify, it will be greatly appreciated.
        Sorry about the clarity.

        Do you want the report to have the companies across the page or up and down the page?

        1. Across the page.
        Build a new table.

        Put enough fields in the new table to allow this table to link to the other tables. I usually uise a combination of the 'label' and 'text' fields.

        (Note that this nomanclature is confusing for A5 developers. label and text are words usually reserved for describing fields rather than being the name of the fields.)

        Build append operations (add unique only) from each company's table to build a 'driver table' of all accounts.

        Report from a set that has the new table linked to each of the other tables.

        2. Up and down the page
        Append all of the data into one new table. Sort and report from the new table.
        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: Still More Multi-Company...

          Now I understand.

          Forum advice is terrific and timely - not like a lot of other forums out there.

          Reason # 27 to really like QReportBuilder!!

          Comment


            #6
            Re: Still More Multi-Company...

            Originally posted by fhannaford View Post
            Now I understand.

            Forum advice is terrific and timely - not like a lot of other forums out there.

            Reason # 27 to really like QReportBuilder!!
            Thanks - we like it too.

            Be sure to tell all of your friends and neighbors - well at least the ones that are QuickBooks users...... or soon to be QB users .. or need to be Alpha users... I guess that's everyone.... :D
            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: Still More Multi-Company...

              I am working my way thru your recommended procedure, but have encountered an issue (likely minor). Sorry to be a PITA...

              Created new table just fine.
              Appended unique rows just fine.

              Not sure about appending unique rows from the other companies. Maybe it is me...

              I logged off the first company, then logged into second, leaving Project alone (since that is where I built table, etc.)

              When I go to do append again, it 'seems' like I am still pointed to first company file.

              However I try to create a new operation to append records to my new table, transaction is filled in as pointing to original company file (company a.qrb instead of company b.qrb).

              Maybe this is okay, but it seems strange. Am I on right track / press on or am I doing something wrong / missing a step?

              Comment


                #8
                Re: Still More Multi-Company...

                Originally posted by fhannaford View Post
                When I go to do append again, it 'seems' like I am still pointed to first company file.
                How are you connecting to each company file? Are you using the QuickBooks currently open connection?

                Did you open the next company file - refresh the data and then do the append?
                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


                  #9
                  Re: Still More Multi-Company...

                  My connections to each company were set up based on 'currently open file', but I will check.

                  I did not do a data refresh before appending. Will try that.

                  Comment


                    #10
                    Re: Still More Multi-Company...

                    Saga continues - trying to follow advice.

                    Created a new table that contains all accounts (labels, text, etc.) -- that was a process itself, but no matter.

                    Started over with report creation, using my new table as a base.

                    When adding link tables for 2 of 3 companies to use, works fine. I created these by opening QB for company, just creating the desired table, then stopping...did this for all 3 companies.

                    Now having a problem adding the 3rd company to mix. Table adds okay, it appears (see screen shot on attached doc).

                    However, when I go to edit layout in order to incorporate data from 3rd company, I get a failure message (see screen shot on attached doc).

                    Only difference I can see is that the 3rd company (standard1) is the currently one open in QuickBooks.

                    I am getting so close...please help when you can.

                    Comment


                      #11
                      Re: Still More Multi-Company...

                      Frank

                      May I suggest that you attend the webinar on Thursday and we work through this?
                      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: Still More Multi-Company...

                        I will be there...

                        Comment


                          #13
                          Re: Progress on Multi-Company...

                          Figured out current problem. I had set up my table adds as follows:
                          Parent / child / child / child. In essence, creating an unplanned filter mechanism.

                          Changed this so each child was chained directly to Parent and things working great.

                          Still plan on sitting in on webinar thursday, though. So much to learn...so little time.

                          Comment


                            #14
                            Re: Still More Multi-Company...

                            Frank

                            Good eyes on that..

                            I missed it when I looked at it, but see what you mean now..
                            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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