Pre-pass Aggregates in Crystal XI

Yahoo Archive
1
OK, I think I got it. Set up a formula using the Sum function. Say you
want to sum up invoice amounts for a customer and display it on the
header instead of the footer. Formula would be Sum
({BAQReportResult.InvcHead.InvoiceAmount},
{BAQReportResult.InvcHead.CustNum})

This works about the same as the pre-pass check box did in Report
Builder.

- E
2
Back in the 6.x days of Report Builder there was an option to pre-pass
aggregate totals, counts, ect... As I'm rebuilding all our reports for
use in 8.03 with Crystal, we need this capability but I can't find how
to make it work.

We need the ability to pre-pass sums and counts on group levels, just
like old Report Builder used to do so simply.

Anyone know how to do it in Crystal XI or can point me to some info on
Business Objects' website?

Thanks!

- Erik
3
Sub-reports? But not so simply. RB will be sorely missed.
-Todd C.

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Erik S
Sent: Thursday, May 29, 2008 10:37 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Pre-pass Aggregates in Crystal XI


Back in the 6.x days of Report Builder there was an option to pre-pass
aggregate totals, counts, ect... As I'm rebuilding all our reports for
use in 8.03 with Crystal, we need this capability but I can't find how
to make it work.

We need the ability to pre-pass sums and counts on group levels, just
like old Report Builder used to do so simply.

Anyone know how to do it in Crystal XI or can point me to some info on
Business Objects' website?

Thanks!

- Erik





[Non-text portions of this message have been removed]
4
Okay, please bare with me as I explain the situation.



We outsourced an entire department. We are trying to treat this
supplier differently and are sending them our SO's from which they build
and ship our parts. Once the SO line has shipped, they notify us and we
ship and invoice the customer. We then have a dashboard that tracks
their shipments via the part class. They invoice us monthly and we pay
them XX% of the sales price. This is working great except for the
following issues that I hope you can help me resolve.



1. Inventory is driven negative so we must manually adjust

2. These parts are sometimes needed in house for use on our
equipment so I must leave suggestions active.

a. All parts are marked as non-stock, so I ignore any suggestion
that is not a purchase direct item

b. BUT I have over 100 false suggestions I must sort through that
are driven from this supplier.



Any ideas or suggestions for improvements?



Regards,





Andrew Best





[Non-text portions of this message have been removed]
5
> We need the ability to pre-pass sums and counts on group levels, just
> like old Report Builder used to do so simply.
>
> Anyone know how to do it in Crystal XI or can point me to some info on
> Business Objects' website?

I think you can sort the groups using Report | Group Expert. Select the
group and click the Options button. There's a box that says, "Sort by a
formula".

Mark W.
6
I never thought I'd live to see anyone say that about Report Builder...


----- Original Message ----
From: Todd Caughey <caugheyt@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, May 29, 2008 10:38:44 AM
Subject: RE: [Vantage] Pre-pass Aggregates in Crystal XI


Sub-reports? But not so simply. RB will be sorely missed.
-Todd C.

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Erik S
Sent: Thursday, May 29, 2008 10:37 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Pre-pass Aggregates in Crystal XI

Back in the 6.x days of Report Builder there was an option to pre-pass
aggregate totals, counts, ect... As I'm rebuilding all our reports for
use in 8.03 with Crystal, we need this capability but I can't find how
to make it work.

We need the ability to pre-pass sums and counts on group levels, just
like old Report Builder used to do so simply.

Anyone know how to do it in Crystal XI or can point me to some info on
Business Objects' website?

Thanks!

- Erik

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
7
I hope someday to get to the point of being able to crank out fairly complex reports in 1/2 an hour with Crystal. RB has its quirks (like passing parameters via filters) and definite limitations but makes some of the more difficult parts of CR a lot more automated. A trade off between ease and power. But when the CEO wants a sorted descending on top margin $ customers by country (with subtotals) report...in 30 minutes... I'll take easy any day.
-Todd C.

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Tony Hughes
Sent: Thursday, May 29, 2008 11:32 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Pre-pass Aggregates in Crystal XI


I never thought I'd live to see anyone say that about Report Builder...

----- Original Message ----
From: Todd Caughey <caugheyt@...<mailto:caugheyt%40harveyvogel.com>>
To: "vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>" <vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>>
Sent: Thursday, May 29, 2008 10:38:44 AM
Subject: RE: [Vantage] Pre-pass Aggregates in Crystal XI

Sub-reports? But not so simply. RB will be sorely missed.
-Todd C.

____________ _________ _________ __
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Erik S
Sent: Thursday, May 29, 2008 10:37 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Pre-pass Aggregates in Crystal XI

Back in the 6.x days of Report Builder there was an option to pre-pass
aggregate totals, counts, ect... As I'm rebuilding all our reports for
use in 8.03 with Crystal, we need this capability but I can't find how
to make it work.

We need the ability to pre-pass sums and counts on group levels, just
like old Report Builder used to do so simply.

Anyone know how to do it in Crystal XI or can point me to some info on
Business Objects' website?

Thanks!

- Erik

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
8
Sub reporting will work but it can only be done via ODBC. BAQ Reports
and subreporting do not play well. I am trying to set everything up
using BAQ Reports so everyone doesn't need the ODBC connection.

RB has its issues but this was definitely an easy task for it.

- E


--- In vantage@yahoogroups.com, Todd Caughey <caugheyt@...> wrote:
>
> I hope someday to get to the point of being able to crank out
fairly complex reports in 1/2 an hour with Crystal. RB has its
quirks (like passing parameters via filters) and definite limitations
but makes some of the more difficult parts of CR a lot more
automated. A trade off between ease and power. But when the CEO
wants a sorted descending on top margin $ customers by country (with
subtotals) report...in 30 minutes... I'll take easy any day.
> -Todd C.
>
> ________________________________
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of Tony Hughes
> Sent: Thursday, May 29, 2008 11:32 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Pre-pass Aggregates in Crystal XI
>
>
> I never thought I'd live to see anyone say that about Report
Builder...
>
> ----- Original Message ----
> From: Todd Caughey <caugheyt@...<mailto:caugheyt%40harveyvogel.com>>
> To: "vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>"
<vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>>
> Sent: Thursday, May 29, 2008 10:38:44 AM
> Subject: RE: [Vantage] Pre-pass Aggregates in Crystal XI
>
> Sub-reports? But not so simply. RB will be sorely missed.
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of Erik S
> Sent: Thursday, May 29, 2008 10:37 AM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Pre-pass Aggregates in Crystal XI
>
> Back in the 6.x days of Report Builder there was an option to pre-
pass
> aggregate totals, counts, ect... As I'm rebuilding all our reports
for
> use in 8.03 with Crystal, we need this capability but I can't find
how
> to make it work.
>
> We need the ability to pre-pass sums and counts on group levels,
just
> like old Report Builder used to do so simply.
>
> Anyone know how to do it in Crystal XI or can point me to some info
on
> Business Objects' website?
>
> Thanks!
>
> - Erik
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
9
I use sub reports with BAQ quite frequently. It does require a lot of
data in the XML file but it does work quite well once you get the hang
of it. It does require a lot of grouping but it seems to be as fast or
faster than doing an ODBC report.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Erik S
Sent: Thursday, May 29, 2008 1:27 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Pre-pass Aggregates in Crystal XI



Sub reporting will work but it can only be done via ODBC. BAQ Reports
and subreporting do not play well. I am trying to set everything up
using BAQ Reports so everyone doesn't need the ODBC connection.

RB has its issues but this was definitely an easy task for it.

- E

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Todd
Caughey <caugheyt@...> wrote:
>
> I hope someday to get to the point of being able to crank out
fairly complex reports in 1/2 an hour with Crystal. RB has its
quirks (like passing parameters via filters) and definite limitations
but makes some of the more difficult parts of CR a lot more
automated. A trade off between ease and power. But when the CEO
wants a sorted descending on top margin $ customers by country (with
subtotals) report...in 30 minutes... I'll take easy any day.
> -Todd C.
>
> ________________________________
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Tony Hughes
> Sent: Thursday, May 29, 2008 11:32 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Pre-pass Aggregates in Crystal XI
>
>
> I never thought I'd live to see anyone say that about Report
Builder...
>
> ----- Original Message ----
> From: Todd Caughey <caugheyt@...<mailto:caugheyt%40harveyvogel.com>>
> To: "vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>"
<vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>>
> Sent: Thursday, May 29, 2008 10:38:44 AM
> Subject: RE: [Vantage] Pre-pass Aggregates in Crystal XI
>
> Sub-reports? But not so simply. RB will be sorely missed.
> -Todd C.
>
> ____________ _________ _________ __
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf Of Erik S
> Sent: Thursday, May 29, 2008 10:37 AM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Pre-pass Aggregates in Crystal XI
>
> Back in the 6.x days of Report Builder there was an option to pre-
pass
> aggregate totals, counts, ect... As I'm rebuilding all our reports
for
> use in 8.03 with Crystal, we need this capability but I can't find
how
> to make it work.
>
> We need the ability to pre-pass sums and counts on group levels,
just
> like old Report Builder used to do so simply.
>
> Anyone know how to do it in Crystal XI or can point me to some info
on
> Business Objects' website?
>
> Thanks!
>
> - Erik
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



Charles Carden
Manager, MIS
Manitex, Inc.
Phone: 512-942-3086
Fax: 512-942-3089


DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.



[Non-text portions of this message have been removed]
10
As much detail as you provided, more is needed:

Are these outsourced /drop shipped (to your customer) products assemblies made from Parts you also stock & use for other products assembled/manufactured and shipped from your location?

Or is this more like a scenario where this vendor supplies Parts to both you (perhaps for use by you in assemblies) and directly drop ships replacement parts to your customers?

(Or something else?)

Rob Brown



--- On Thu, 5/29/08, Andrew Best <abest@...> wrote:

From: Andrew Best <abest@...>
Subject: [Vantage] Purchases without a PO
To: vantage@yahoogroups.com
Date: Thursday, May 29, 2008, 11:45 AM






Okay, please bare with me as I explain the situation.

We outsourced an entire department. We are trying to treat this
supplier differently and are sending them our SO's from which they build
and ship our parts. Once the SO line has shipped, they notify us and we
ship and invoice the customer. We then have a dashboard that tracks
their shipments via the part class. They invoice us monthly and we pay
them XX% of the sales price. This is working great except for the
following issues that I hope you can help me resolve.

1. Inventory is driven negative so we must manually adjust

2. These parts are sometimes needed in house for use on our
equipment so I must leave suggestions active.

a. All parts are marked as non-stock, so I ignore any suggestion
that is not a purchase direct item

b. BUT I have over 100 false suggestions I must sort through that
are driven from this supplier.

Any ideas or suggestions for improvements?

Regards,

Andrew Best

[Non-text portions of this message have been removed]
11
Also: What version are you running?

Rob Brown

--- On Thu, 5/29/08, Andrew Best <abest@...> wrote:

From: Andrew Best <abest@...>
Subject: [Vantage] Purchases without a PO
To: vantage@yahoogroups.com
Date: Thursday, May 29, 2008, 11:45 AM






Okay, please bare with me as I explain the situation.

We outsourced an entire department. We are trying to treat this
supplier differently and are sending them our SO's from which they build
and ship our parts. Once the SO line has shipped, they notify us and we
ship and invoice the customer. We then have a dashboard that tracks
their shipments via the part class. They invoice us monthly and we pay
them XX% of the sales price. This is working great except for the
following issues that I hope you can help me resolve.

1. Inventory is driven negative so we must manually adjust

2. These parts are sometimes needed in house for use on our
equipment so I must leave suggestions active.

a. All parts are marked as non-stock, so I ignore any suggestion
that is not a purchase direct item

b. BUT I have over 100 false suggestions I must sort through that
are driven from this supplier.

Any ideas or suggestions for improvements?

Regards,

Andrew Best

[Non-text portions of this message have been removed]
12
8.03.404a



Some of both scenarios, but let's work off the assumption of the vendor
supplies Parts to both you (perhaps for use by you in assemblies) and
directly drop ships replacement parts to your customers?





Regards,





Andrew Best

Kice Industries, Inc.

P(316)744-7151

F(316)295-2412



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert Brown
Sent: Friday, May 30, 2008 1:53 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Purchases without a PO



As much detail as you provided, more is needed:

Are these outsourced /drop shipped (to your customer) products
assemblies made from Parts you also stock & use for other products
assembled/manufactured and shipped from your location?

Or is this more like a scenario where this vendor supplies Parts to both
you (perhaps for use by you in assemblies) and directly drop ships
replacement parts to your customers?

(Or something else?)

Rob Brown

--- On Thu, 5/29/08, Andrew Best <abest@...
<mailto:abest%40kice.com> > wrote:

From: Andrew Best <abest@... <mailto:abest%40kice.com> >
Subject: [Vantage] Purchases without a PO
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Thursday, May 29, 2008, 11:45 AM

Okay, please bare with me as I explain the situation.

We outsourced an entire department. We are trying to treat this
supplier differently and are sending them our SO's from which they build
and ship our parts. Once the SO line has shipped, they notify us and we
ship and invoice the customer. We then have a dashboard that tracks
their shipments via the part class. They invoice us monthly and we pay
them XX% of the sales price. This is working great except for the
following issues that I hope you can help me resolve.

1. Inventory is driven negative so we must manually adjust

2. These parts are sometimes needed in house for use on our
equipment so I must leave suggestions active.

a. All parts are marked as non-stock, so I ignore any suggestion
that is not a purchase direct item

b. BUT I have over 100 false suggestions I must sort through that
are driven from this supplier.

Any ideas or suggestions for improvements?

Regards,

Andrew Best

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
13
Have you considered creating a very simple template job or method of
manufacture that you can link to the SO? That way you can ship from a
job, thus avoiding negative inventory and satisfying suggestions.



Steve Ashton
Database Specialist
Decoustics Limited
65 Disco Road
Toronto, Ontario
Canada M9W 1M2
T (647) 259-4260
F (416) 679-8838

sashton@... <mailto:sashton@...>
Steve.Ashton@... <mailto:Steve.Ashton2@...>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Andrew Best
Sent: Thursday, May 29, 2008 11:46 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Purchases without a PO



Okay, please bare with me as I explain the situation.

We outsourced an entire department. We are trying to treat this
supplier differently and are sending them our SO's from which they build
and ship our parts. Once the SO line has shipped, they notify us and we
ship and invoice the customer. We then have a dashboard that tracks
their shipments via the part class. They invoice us monthly and we pay
them XX% of the sales price. This is working great except for the
following issues that I hope you can help me resolve.

1. Inventory is driven negative so we must manually adjust

2. These parts are sometimes needed in house for use on our
equipment so I must leave suggestions active.

a. All parts are marked as non-stock, so I ignore any suggestion
that is not a purchase direct item

b. BUT I have over 100 false suggestions I must sort through that
are driven from this supplier.

Any ideas or suggestions for improvements?

Regards,

Andrew Best

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
14
Would we then have to create jobs for every line and then close those
jobs and ship them? Sounds like more steps in the process?



Regards,





Andrew Best



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ashton, Steve
Sent: Friday, May 30, 2008 9:56 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchases without a PO



Have you considered creating a very simple template job or method of
manufacture that you can link to the SO? That way you can ship from a
job, thus avoiding negative inventory and satisfying suggestions.

Steve Ashton
Database Specialist
Decoustics Limited
65 Disco Road
Toronto, Ontario
Canada M9W 1M2
T (647) 259-4260
F (416) 679-8838

sashton@... <mailto:sashton%40decoustics.com> <mailto:
sashton@... <mailto:sashton%40decoustics.com> >
Steve.Ashton@... <mailto:Steve.Ashton%40saint-gobain.com>
<mailto:Steve.Ashton2@...
<mailto:Steve.Ashton2%40saint-gobain.com> >


________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Andrew Best
Sent: Thursday, May 29, 2008 11:46 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Purchases without a PO

Okay, please bare with me as I explain the situation.

We outsourced an entire department. We are trying to treat this
supplier differently and are sending them our SO's from which they build
and ship our parts. Once the SO line has shipped, they notify us and we
ship and invoice the customer. We then have a dashboard that tracks
their shipments via the part class. They invoice us monthly and we pay
them XX% of the sales price. This is working great except for the
following issues that I hope you can help me resolve.

1. Inventory is driven negative so we must manually adjust

2. These parts are sometimes needed in house for use on our
equipment so I must leave suggestions active.

a. All parts are marked as non-stock, so I ignore any suggestion
that is not a purchase direct item

b. BUT I have over 100 false suggestions I must sort through that
are driven from this supplier.

Any ideas or suggestions for improvements?

Regards,

Andrew Best

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
15
Charles, are you using the same BAQ for both the main and subreport
or two seperate BAQ's for each part? I tried using the same BAQ, set
up one BAQ report and two Crystal report for the main and sub. Now
anytime I try getting into that BAq or the BAQ Report, my session
just locks up.

- E

--- In vantage@yahoogroups.com, "Charles Carden" <ccarden@...> wrote:
>
> I use sub reports with BAQ quite frequently. It does require a
lot of
> data in the XML file but it does work quite well once you get the
hang
> of it. It does require a lot of grouping but it seems to be as
fast or
> faster than doing an ODBC report.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Erik S
> Sent: Thursday, May 29, 2008 1:27 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Pre-pass Aggregates in Crystal XI
>
>
>
> Sub reporting will work but it can only be done via ODBC. BAQ
Reports
> and subreporting do not play well. I am trying to set everything up
> using BAQ Reports so everyone doesn't need the ODBC connection.
>
> RB has its issues but this was definitely an easy task for it.
>
> - E
16
I use the same BAQ for both. I have never had an issue with it not
working. I do include the full key, including the company, when I set
up the links. That means that I added the company for each table that I
needed to use in the Sub Report in the BAQ data. I am not sure if that
makes any difference or not. I would first look at the sub report links
to make sure they are unique enough to keep Crystal from looping through
all of the data.



Our Sales Order Acknowledgement is one such BAQ report that I have done
this way and it has 7 sub reports.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Erik S
Sent: Monday, June 02, 2008 8:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Pre-pass Aggregates in Crystal XI



Charles, are you using the same BAQ for both the main and subreport
or two seperate BAQ's for each part? I tried using the same BAQ, set
up one BAQ report and two Crystal report for the main and sub. Now
anytime I try getting into that BAq or the BAQ Report, my session
just locks up.

- E

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Charles Carden" <ccarden@...> wrote:
>
> I use sub reports with BAQ quite frequently. It does require a
lot of
> data in the XML file but it does work quite well once you get the
hang
> of it. It does require a lot of grouping but it seems to be as
fast or
> faster than doing an ODBC report.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Erik S
> Sent: Thursday, May 29, 2008 1:27 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Pre-pass Aggregates in Crystal XI
>
>
>
> Sub reporting will work but it can only be done via ODBC. BAQ
Reports
> and subreporting do not play well. I am trying to set everything up
> using BAQ Reports so everyone doesn't need the ODBC connection.
>
> RB has its issues but this was definitely an easy task for it.
>
> - E



Charles Carden
Manager, MIS
Manitex, Inc.
Phone: 512-942-3086
Fax: 512-942-3089


DISCLAIMER:
This e-mail, including attachments, may include confidential and/or
proprietary information, and may be used only by the person or entity to
which it is addressed. If the reader of this e-mail is not the intended
recipient or his or her authorized agent, the reader is hereby notified
that any dissemination, distribution or copying of this e-mail is
prohibited. If you have received this e-mail in error, please notify the
sender by replying to this message and delete this e-mail immediately.



[Non-text portions of this message have been removed]