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Crystal Reports with Datasets - Modify Report

Posted on 2016-08-12
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Last Modified: 2016-08-15
There is a report that I'd like to modify that is part of some software that we use to report Non-Conformances (NC's) called uniPoint.  It is a Crystal Report.  I would need to add 2 tables to the report to pull the information I am looking for.  I have a basic understanding of CR but this one uses datasets and I am at a total loss of where to start.  What I need sounds relatively simple but I'm not sure where to go for help.
The report will have an NC Type that was the result of either 'Vendor', 'Customer' or 'In Process'.  The program has a form that will list either the Customer or Vendor ID.  Since this is a number it is meaningless to the users and they'd like to see the Customer or Vendor NAME.  Since the NAME is not in the existing table I will need to add them.
At one time, I had been able to link a Customer and Vendor (Supplier) table to the report and get it to run.  It worked fine when the NC Type of Vendor, but if it was Customer, then many of the fields were blank.
There are other issues I'm trying to figure out as well.  In order to get everything to fit on this form, neatly, I was going to put in a condition that if the NC Type equaled "Vendor" to suppress the Customer and visa-versa, that way I could squeeze those two fields together to make room for the NAME.  That would normally be an easy task for me but when I look at the form in Crystal it shows asterisks inside the TEXTBOX.  
Can anyone point me in the right direction?  Or do I need to start with a brand new report?
--sql-unipoint-Client-Reporting-U.vbproj
--sql-unipoint-Client-Reporting-User.rpt
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Question by:ITworks
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Expert Comment

by:mlmcc
ID: 41754445
Looking at the report I would try to use it since it would be very complex to restart.

I assume you want to show the same information for customers and vendors or are they different?

You could use formulas like

If {NC Type } = 'Vendor' then
    {VendorNameField}
Else
   {CustomerNameField}

Open in new window


IN that way you don't have to suppress anything.

You could do the same for labels if you want to say Customer rather than Vendor

mlmcc
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Author Comment

by:ITworks
ID: 41754447
That part I understand.  But the VendorNameField and CustomerNameField do not currently exist in the table.  So I need to add these tables, which I did but now the report will work on NCType Vendor but not on NCType Customer.  When I run a NCType Customer, many of the fields like the NC#, NCR Date, Total Qty, Item, Description, etc., etc. do not display.  I asked uniPoint about this and they said it was because they use datasets.
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Accepted Solution

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mlmcc earned 2000 total points
ID: 41754541
DId you join the tables in as left outer?

mlmcc
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Expert Comment

by:mlmcc
ID: 41754542
If these are third party reports you might ask them to modify the dataset to include the data you want.

mlmcc
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Author Closing Comment

by:ITworks
ID: 41756297
That was all it was.  I didn't link it correctly!   Duh!
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