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Crystal for TA Report

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bzuber
Advanced Member
Posts: 33
Advanced Member
9/7/2007 8:55 PM
    Hi,



    I am trying to do a crystal report with a balance ending of a certain transaction date. In the emtatrans file balances are not stored. In the emtatrnsum file there is a year and end elig balance field.



    I am trying to take the the 2006 balance then add/subtract the transactions from 1/1/07 through 7/6/07. Has anyone done a formula like this? I can’t get anything to work. When I use the 2006 year from the emtatrnsum file it triples the entry.



    My first table is the emtatrans table and it is linked to the employee table by company and employee.

    The emtatrans table is linked to the emtatrnsum table by company, employee and plan. I don’t see a place to link by year.



    Any suggestions or does someone have a formula that I might be able to modify?
    Chris Martin
    Veteran Member
    Posts: 277
    Veteran Member
    9/8/2007 6:38 PM
      I did something similar years ago, but my requirements were less complex. The hours did not carry over into the next year, so emtatrnsum was not needed. We can work that in, but probably as nested query instead of joining to emtatrans. This means using a command object (or utilize database functionality, ie view or stored procedure) instead of doing the joins through the Crystal Database Expert links tab. Where are you currently defining your joins?

      bzuber
      Advanced Member
      Posts: 33
      Advanced Member
      9/10/2007 12:36 PM
        Chris,

        I am not using enterprise reporting but going directly against the tables. I did an inner join in the link section of the data base.
        I am not usre what you are saying regarding command object do you mean do a sub repot?
        Chris Martin
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        Posts: 277
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        9/10/2007 1:34 PM
          Sounds like you are using an ODBC connection or native database connection (as oppposed to Lawson OLE DB, aka dme query).

          On the data tab in the Database Expert in Crystal Reports, there is an "Add Command" option that will allow you to enter a sql query as your datasource. It sounds like you selected your tables on the data tab, and then specified you links on the Links tab (Crystal then creates the sql for you). In order to do a nested query, you need to build your sql query (most practical to do it in a sql query tool like TOAD or Query Analyzer) and copy/paste or type it into the Add Command. I suppose that a subreport may work, but I try to avoid using these at all costs for performance reasons.

          Do you have more than one plan name per employee in emtrnsum? If so, are you needing the total from the multiple plan names, or just the balance from a specific plan name?
          bzuber
          Advanced Member
          Posts: 33
          Advanced Member
          9/10/2007 1:41 PM
            You are correct in what I am doing with the ODBC and the link tab.
            I'll see about the SQL Query.

            Thanks!
            bzuber
            Advanced Member
            Posts: 33
            Advanced Member
            9/10/2007 1:44 PM
              I am using only one plan name. I am trying to get the 2006 total for our vacation plan then add the tranactions so we can get a fiscal year end liability.

              I have to find out if we have TOAD or Qury Analyzer.
              Chris Martin
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              Posts: 277
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              9/10/2007 1:45 PM
                Is your lawson data stored on an Oracle, SQL Server, or DB2 database?
                Chris Martin
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                Posts: 277
                Veteran Member
                9/10/2007 1:52 PM
                  I was assuming that there were multiple plan names per employee in the summary table. Since there isn't, a nested query shouldn't be needed.

                  What is the formula you are currently using?