I have a report with a parameter where the end user chooses a practice name that corresponds to a group of people. Most of these groups have fewer than 10 people, but a small number of them have as many as 150. When there are more than 15 people in a given group, they want separate graphs, each with no more than 15 people. So for most of the groups, we only need one graph. For a few, we need a lot of graphs.
Behind the scenes, I created a graph for each multiple of 15 people, and set them to only be visible if there are actually that many people in the group. This does what I need it to, but it makes the report super slow. As close as I can tell, behind the scenes when an end user runs the report it's still somehow rendering the hidden graphs and slowing it all to heck. (I did find this link which I think suggests this is a known bug.
I need to have one report where the end user selects the practice name, so I can't make two reports, "My practice is normal" and "My practice is ginormous". I thought maybe I could make a conditional sub-report split into those two reports based on the practice name parameter, but that doesn't appear to be possible; you can play around with visibility but I'm guessing that will still cause the invisible graph rendering problem and not help my speed.
Are there any other cool tips I can try to speed up my report, or is this just a case of too many graphs spoiling the broth?
The easiest way would be to generate a group number for every 15 people and then use a list control to repeat the chart for each group.
Here's a very quick example of this in action. I just used some sample data from one of the Adventure Works sample database.
Here's my query that returns every person in each selected department. Note that I have commented out the DELCAREs as these were just in there for testing.
--DECLARE #Department varchar(50) = ''
--DECLARE #chartMax int = 5
SELECT
GroupName, v.Department, v.FirstName, v.LastName
, ChartGroup = (ROW_NUMBER() OVER(PARTITION BY Department ORDER BY LastName, FirstName)-1) / #chartMax -- calc which chart number the person belongs to
, Salary = ((ABS(CHECKSUM(NewId())) % 100) * 500) + (ABS(CHECKSUM(NewId())) % 1000) + 10000 -- Just some random number to plot
FROM [HumanResources].[vEmployeeDepartment] v
WHERE Department IN (#Department)
ORDER BY Department
The key bit is the ChartGroup column
ChartGroup = (ROW_NUMBER() OVER(PARTITION BY Department ORDER BY LastName, FirstName)-1) / #chartMax
This will give the first 5 rows in each department a ChartGroup of 0 the next 15 1 and so on. I used 5 rather than 15 just so it's easier to demo.
Here's the dataset results
Now, in your report, add a List, set it's dataset property to your dataset containing your main data (the query above in my case).
Now edit the 'details' rowgroup properties and add a grouping by Practice and ChartGroup (Department and ChartGroup in this example)
In the list box's textbox, right-click then insert a chart.
Set the chart up as required, in my example, I used salary as the values on a pie chart and the employee names as the labels.
Here's the final design ..
Note that I set the department as a multi-value parameter and also set the number of persons per chart (chartMax) as a report parameter.
When I preview the report I get this for 'Engineering' which has 6 employees
Sales has 18 employees so we get this
.... and so on, it will generate a new chart for every 15 people or part thereof.
Related
I am struggling in the creation of a report including four tables.
Those tables should be the same for each account. I use just one dataset. When I run the report, the data is good, but tables listing appears wrong.
First all BALANCE DETAIL tables for all accounts selected are listed, then all DEBIT TRANSACTION tables for all accounts selected are listed etc.
For each account the page should show up just like this
Please give me an easy-to-understand answer since I am really a beginner in this sector.
It might be easier to this with 5 separate datasets, but I think you can do it with just on also.
Create on 'main' table on the dataset. use 4 detail rows, 1 column
Group it on accountnumber
In each detail of the main table, insert a new table with the same dataset.
Group those sub-tables also on accountnumber
Add a filter to the subtables. set the subtable accountnumber equal to the outer table account number (you can use the expression builder, but it should read something like this: row['ponum'] equals row._outer["ponum"] )
Good luck!
I have a list of unique customers who have made transactions over a year (Jan – Dec). They have bought products using 3 different methods (card, cash, check). My goal is to build a multi-classification model to predict the method pf payment.
To do this I am engineering some Recency and Frequency features into my training data, but am having trouble with the following frequency count because the only way I know how to do it is in Excel using the Countifs and SUMIFs functions, which are inhibitingly slow. If someone can help and/or suggest another solution, it would be very much appreciated:
So I have a data set with 3 columns (Customer ID, Purchase Date, and Payment Type) that is sorted by Purchase Date then Customer ID. How do I then get a prior frequency count of payment type by date that does not include the count of the current row transaction or any future transactions that are > the Purchase Date. So basically I want to do a running count of each payment option, based on a unique Customer ID, and a date range that is < purchase date of that training row. In my head I see it as “crawling” backwards through the transactions and counting. Simplified screenshot of data frame is below with the 3 prior count columns I am looking to generate programmatically.
Screenshot
This gives you the answer as a list of CustomerID, PurchaseDate, PaymentMethod and prior counts
SELECT CustomerID, PurchaseDate, PaymentMethod,
(
select count(CustomerID) from History T
where
T.CustomerID=History.CustomerID
and T.PaymentMethod=History.PaymentMethod
and T.PurchaseDate<History.PurchaseDate
)
AS PriorCount
FROM History;
You can save this query and use it as the source for a crosstab query to get the columnar format you want
Some notes:
I assumed "History" as the source table name - you can change the query above to use the correct source
To use this as a query, open a new query in design view. Close the window that asks what tables the query is to be built on. Open the SQL view of the query design - like design view, but it shows the SQL instead of the normal design interface. Copy the above into the SQL view.
You should now be able to switch to datasheet view and see the results
When the query is working to your satisfaction, save it with any appropriate name
Open a new query in design view
When you get the list of tables to include, switch to the list of queries and include the query you just saved
Change the query type to crosstab and update the query as needed to select rows, columns and values - look up "access crosstab queries" if you need more help.
Another tip to see what is happening here:
You can take the subquery - the parts inside the () above - and make
just that statement into it's own query, excluding the opening and closing (). Then you can look at it's design view to see what it does
Save it with an appropriate name and put it into the query above in place of the statement in () - then you can look at the design view.
Sometimes it's easier to visualize and learn from 2 queries strung together this way than to work with sub queries.
Alright, so I'm trying to run a query that to display a null value in a field if a duplicate ID exist. There are 2 tables, parent-child relationship. The parent table can have one to many child records. In my scenario, we have fuel tanks that can get many inspections done on them. Tank is the parent table and Tank_Inspections is the child table. There's a capacity data field that I'm getting from the tank table and joining it with the tank inspection record and it shows up twice if multiple inspections exist for that tank. This is fine, however I don't want to double count the capacity and only want to show it once. I've pasted the link to an image of a screenshot of how it should be displayed if multiple records exist for parent table. The highlighted cell should be blank. As you can see, the TankID = 65 has two inspections of different types, since I'm getting the capacity field from the Tank table, it's getting inserted twice. I was to write a query so if two or more inspections exist for tanks, only show the capacity once and "blank" out the other capacity data element. In this case, the highlight cell should be blank. Suggestions?
http://imgur.com/6bYE8wS
This sounds like a job for an analytic function. Since Access doesn't natively support these, there is a hack to accomplish the row_number() analytic function that sounds like it would meet your needs:
Achieving ROW_NUMBER / PARTITION BY in MS Access
You create a query that invokes this self-join and use that instead of the table. Once you have the row number on each row, it would look something like this:
Tank ID Inspection ID Row
59 6841 1
60 6842 1
65 7344 1
65 6843 2
And your capacity formula would change from [Inspection].[Capacity] to something like this:
IIf([Self Join].[Row] = 1, [Inspection].[Capacity], Null)
I know this has been asked before..sort of. And that's why I'm posting. Basically I'm building a report in Crystal that relies, to keep this simple, at least 3 tables.
Table A is inner joined to table B by a unique ID. Table B has a child table that may or may not have data related to this unqiue ID.
As a general example table A is a customer table, table B is a product table and the child table is contains the product number. All customers have a product, but not all customers have product number in the child table. I hope I've explained that simply enough.
My issue is sort of between Crytal and Access and how to query this. When I'm writing behind something in VB it's easy enough to write and execute a query and display the result in the desired manner. However I can't seem to get my query straight... I either end up with a report with cartesian product as the resultset, which displays ok...except that even with the few records I have ends up being about 30k pages..or I end up with a blank dataset because the child table does not have corrisponding data to B.
Using outter joins I've managed to get my results within some amount of reason but not acceptable to a real world report. I'm sure this issue has come up but I can't seem to find any suitable answers and to be honest I'm not even sure what questions to ask being a Crystal n00b.
What I'm really after is the data from Table A, the data from Table B and children tables. While they are logically linked and can be linked with the ID field, it isn't necessary I don't think because I am taking a parameter value for the report of the ID field. And once the tables are filtered, no other action needs to be taken except to dump them back on the report.
So can anybody point me in the right direction? Can I set up individual datasoruces (unrelated) based perhaps in a seperate section? Should I build a tree of queries and logic in my DB to get what I need out? I've been racking my brain and can't seem to find the right solution, any and all advice is apreciated and if I can clarify anything or answer any questions I will.
Thanks in advance.
As per requested below:
Section1
ID fname lname
01 john smith
Section2
ID notifiedDate notifiedTime
01 10/10/2012 12:35PM
S2childAdmin
ID noteName
01 jane doe
This data is logically related and can be related in the DB. However it is not necessary as long as the ID parameter is passed to each table. Querying Section1 inner joined with Section2 works fine. But any other arrangements result in more rows than required and I end up with a report many times duplicated. What I really need is something like Section1 joined with Section2 and S2childAdmin as a freely availble table. Otherwise it multiplies my data or results in a null recordset (because it can return 0 rows)
I think this should help point you in the right direction, though it has been 5 years or so since I did heavy Crystal Reports work.
One option might be to join everything using Outer Joins like you stated you were, then use a Crystal Report 'group' on the Table A ID, with a group based upon Table B ID inside of that. So you would, in the actual 'Detail' area put your table C details if there were any, and then use the Group header/footer for Table A and Table B to show data specific to those objects.
Another possible solution that may fall short of your requirements but might get you thinking in another way, is to create your main report and in it, display the fields from table A. Then below those fields include a sub-report and pass in the unique ID from Table A. You will then have a query inside of the subreport that finds all of the Table B records with that Table A.ID value and displays their details.
At this point you run into a weakness of Crystal Reports (at least as of the last version I used) in that you cannot have a subreport inside of a subreport.
I have to point out that I'm fairly new to reporting outside of Microsoft Access, and new to the site, so please bear with me!
Stripped down to essential items, my data object has:
CategoryID, ParentCategoryID, TransactionID, TransactionDate, SplitID, CurrencyID and Value.
I don't think this is relevant, but just in case -
A Split has a Category and a Value, with one to many belonging to a Transaction.
Multiple Splits may exist for the same Category & Transaction with
different, or the same, Value (to support different combinations of the other data
items I haven't listed).
A Transaction has a TransactionDate and a CurrencyID, so all Splits
belonging to a Transaction are for the same Currency.
A Category belongs to a Category recursively.
A Split may be assigned a Category at any level in the recursive hierarchy and the crux of my problem is to report Transaction / Split detail under the appropriate Category heading, with a sub-total to include all those details AND the totals of all child Categories.
So, I have a Detail row group holding all the ancilliary data items that aren't relevant and a TransactionIDGroup row group on the same row. I then have a CategoryGroup row group based on CategoryID with a Parent of ParentCategoryID to handle the recursive nature of the data and a CurrencyIDGroup column group to handle the possible multiple currencies involved.
Also in the CategoryIDGroup row group is a total row with the Value cell holding an expression.
If I leave that expression as =Sum(Fields!AccountValue.Value), the report quite nicely totals the Value for each Currency column for all the details specifically in each Category (the default scope), so I thought I needed to make the Sum 'Recursive'. However, you don't seem able to specify the optional Recursive parameter without specifying the scope as well.
If I specify scope as CategoryIDGroup, I get all zero sub-totals. If I use CurrencyIDGroup I get each one being the same report total for the Currency. Anything else either gets me a build error or a combined-currency report total.
The other issue I have is that the recursive child Category groups are reported sequentially underneath the parent Category group (so, outside the header row, detail rows and total row, and not within the group. However, if I can get the total to reflect the children as well as the details at that level, I'd be happy enough, even though it wouldn't seem to add up until you realised what was going on.
What I have in mind is something like:
Category A
Transaction 1 10/02/2011 ...................... £100.00
---------------------- £14.50
Transaction 2 18/03/2011 ...................... $159.34
Category Ai
Transaction 3 18/06/2011 ---------------------- £295.60
Total Category Ai £295.60
Total Category A £410.10 $159.34*
But what I get is this:
Category A
Transaction 1 10/02/2011 ...................... £100.00
---------------------- £14.50
Transaction 2 18/03/2011 ...................... $159.34
Total Category A £114.50 $159.34*
Category Ai
Transaction 3 18/06/2011 ---------------------- £295.60
Total Category Ai £295.60
I guess the fundamental question is - am I asking the impossible? Do I need to take a different approach, perhaps with sub-reports for the details? I've wondered about including a Sum of the values of the child Categories within the data object at each Category level, but is there something simple I'm missing?
Any pointers in the right direction would be greatly appreciated after several days tearing my hair out :)
I have no idea whether there was something simple I missed, but resolved the issue to my satisfaction by including another property in the data object, being the sum of all child categories for each currency, and including a new row to print the sum of that field. Just in case someone else hits just the same question!