dking_wri
asked on
Can I report multiple groups on the same report line and still retain the drill down feature?
I'm developing a payment cash receipt report for two departments. One department will use the summarized results as a sort of flat file export for another software package. They need data that looks something like this:
Company_id Pmt_month Allocation_type Pmt_Amt
35 1 Rent 50
35 1 Parking 30
42 2 Rent 80
The second department will need to review the detail that supports the summary data above. This report would look something like this:
Company_id Project_id pmt_dt Lease_id Allocation_type gl_acct Pmt_Amt
35 123-35 1/1/09 L408 Rent 4210 25
35 177-35 1/3/09 L409 Rent 4210 25
35 123-35 1/5/09 L408 Parking 4310 15
35 177-35 1/8/09 L409 Parking 4310 15
42 423-42 2/7/09 L615 Rent 4211 40
42 333-42 2/3/09 L715 Rent 4211 40
Is it possible to accomplish both in a single report using drill down? if so, how would the design layout look for the summarized detail in report 1? I'm guessing that I need to create a group for Company_id, month(pmt_dt), and allocation_type. But how do I get these summarized amounts on a single line in the final report - and still retain the drill down detail?
Thanks so much for your ideas!
David
Company_id Pmt_month Allocation_type Pmt_Amt
35 1 Rent 50
35 1 Parking 30
42 2 Rent 80
The second department will need to review the detail that supports the summary data above. This report would look something like this:
Company_id Project_id pmt_dt Lease_id Allocation_type gl_acct Pmt_Amt
35 123-35 1/1/09 L408 Rent 4210 25
35 177-35 1/3/09 L409 Rent 4210 25
35 123-35 1/5/09 L408 Parking 4310 15
35 177-35 1/8/09 L409 Parking 4310 15
42 423-42 2/7/09 L615 Rent 4211 40
42 333-42 2/3/09 L715 Rent 4211 40
Is it possible to accomplish both in a single report using drill down? if so, how would the design layout look for the summarized detail in report 1? I'm guessing that I need to create a group for Company_id, month(pmt_dt), and allocation_type. But how do I get these summarized amounts on a single line in the final report - and still retain the drill down detail?
Thanks so much for your ideas!
David
SOLUTION
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ASKER
Hello CRXIuser2005 and mlmcc,
Thanks for following up with me on this issue. I've attached a series of screen prints to help clarify my question. This may be basic Crystal knowledge but I'm new to the design of the "finished" report. In the past I've mostly worked on the stored procedures and then handed that piece off to someone more skilled in a presentational type report. Positioning and suppresing group headers and footers to create a usable report seems to get the best of me.
Please let me know if I can provide additional detail and thank you very much for your help!
David
Step1-detail.JPG
Step1-detail-preview.JPG
step2-grouping.JPG
step2-grouping-preview.JPG
step3-summary-DetailHidden.JPG
Step4-Desired-Summary-Format.JPG
Thanks for following up with me on this issue. I've attached a series of screen prints to help clarify my question. This may be basic Crystal knowledge but I'm new to the design of the "finished" report. In the past I've mostly worked on the stored procedures and then handed that piece off to someone more skilled in a presentational type report. Positioning and suppresing group headers and footers to create a usable report seems to get the best of me.
Please let me know if I can provide additional detail and thank you very much for your help!
David
Step1-detail.JPG
Step1-detail-preview.JPG
step2-grouping.JPG
step2-grouping-preview.JPG
step3-summary-DetailHidden.JPG
Step4-Desired-Summary-Format.JPG
To start with, you can set the DRILLDOWN properties by right clicking the Gray Area out the the LEFT of the Section in question and choose HIDE (Drill down ok)..this will hide the section so that when you click on the Group Header, it will then open up that section.
ASKER
have selected HIDE (Drill down ok) in Step3. This is where my problems start. The drill down works at this point however the summary level detail is on multiple lines. How can I make Step3 look like Step4 while retaining the drilldown capabilities?
SOLUTION
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ASKER
Hello mlmcc,
It sounds like I may need to develop two reports for each purpose. Thanks for your input.
If you don't mind, can you elaborate on your comment below as it relates to this report? I think this may come in useful for other reports.
"Based on department id use conditional suppression to show or hide the group footer and detail sections."
Thanks,
David
It sounds like I may need to develop two reports for each purpose. Thanks for your input.
If you don't mind, can you elaborate on your comment below as it relates to this report? I think this may come in useful for other reports.
"Based on department id use conditional suppression to show or hide the group footer and detail sections."
Thanks,
David
ASKER CERTIFIED SOLUTION
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It seems like you just need to add GROUPS whereever you want to drilldown....