Record Selection Formula

Joshua Bekerman bCLO bCRE · May 2018

Hi! I have a subreport that lists multiple ratings (in the detail section) per constituent. I want the subreport to list, for example, Target Analytics Wealth Point Income ratings. However, if the constituent does not have this rating I want the report to list the WP TAG rating instead. If the constituent has both of these ratings the report should only show the WP Income rating.

I've tried an If Then formula but it seems like the Select criteria is tested against each Rating record individually, and doesn't check all Ratings for each constituent. Should I be using a formula with variables instead?

Thanks!

Elaine Tucker · May 2018

Would if TG is not null then TG else Target work?

Joshua Bekerman bCLO,:

Hi! I have a subreport that lists multiple ratings (in the detail section) per constituent. I want the subreport to list, for example, Target Analytics Wealth Point Income ratings. However, if the constituent does not have this rating I want the report to list the WP TAG rating instead. If the constituent has both of these ratings the report should only show the WP Income rating.

I've tried an If Then formula but it seems like the Select criteria is tested against each Rating record individually, and doesn't check all Ratings for each constituent. Should I be using a formula with variables instead?

Thanks!

Alan French · May 2018

Does the subreport just contain the ratings, nothing else? I wonder if it's possible to sort them so the rating types are in order of preference, then suppress all but the first record for each constituent?

Joshua Bekerman bCLO bCRE · May 2018

It might but I guess my example wasn't a great one. It would actually need to show two ratings if it met the first criteria, and four ratings if it met the second criteria. So I would need to show more than just the top one, and would need to show two or four depending on the ratings. I need some way for the subreport to evaluate each constituent's ratings and determine which one's to show.

Thanks.

Joshua Bekerman bCLO bCRE · May 2018

Breaking news, just found out that the subreport only needs to show two ratings so Alan's suggestion works. I created a sort formula to get them in the order needed, then added a running total and a formula to suppress records where the running total is > 2.

Thanks everyone!

James Andrews · May 2018

Joshua Bekerman bCLO,:

It might but I guess my example wasn't a great one. It would actually need to show two ratings if it met the first criteria, and four ratings if it met the second criteria. So I would need to show more than just the top one, and would need to show two or four depending on the ratings. I need some way for the subreport to evaluate each constituent's ratings and determine which one's to show.

Thanks.

You should try calling crystal support lol.

This is kind of a kludge (isn't everything?) but is there a way you could make four subreports, one for each rating, and kinda put them on top of each other, using a combo of conditional formatting and suppression rules to determine which show up and where?

Otherwise, yeah, it would have to be something with variables -- there's no other way to make the report loop through your data and check each record in your ratings table.

John Heizer · May 2018

James Andrews:

You should try calling crystal support lol.

Thanks! I needed that evil laugh today!!!

Record Selection Formula

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