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LShadrin
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Quote LShadrin Replybullet Posted: 21 Jul 2010 at 6:28am

No don't apologize! I am new at this so I am probably not explaining it right.

 

I don't have the capabilities to copy a screen shot so I posted them here

http://connectpro16283582.acrobat.com/amgr_client/

 

 

Luka
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DBlank
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Quote DBlank Replybullet Posted: 21 Jul 2010 at 6:57am
So you join AMGR Client.lead_status to A_Lead_Statuts.code? to get the verbage for the current status and that is what you want counted for all the records in the AMGR table grouped on worker?
But you want to make sure to show all Statuses even if a worker has none of that particular type?
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LShadrin
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Quote LShadrin Replybullet Posted: 21 Jul 2010 at 7:05am
I am joining Assigned_To to A_Lead_Status and to AMGR_Client and I want to show all the people who is listed in the assigned to field to display the lead status for all the records they are assigned to. So for instance, if John Doe (Assigned_To) person selected "Contracted" as the A_Lead_Status, I want it to show John Doe has 1 in Contracted and 0 for the rest of the Lead_Status fields.
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DBlank
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Quote DBlank Replybullet Posted: 21 Jul 2010 at 7:14am

My guess is inner join AMGR_client to  A_Lead_Status on Lead Status

and
inner join  A_Lead_Status to Assigned_To on Client_ID and the Client_Number.
 
Group on John Doe name field from A_Lead_Status (group level 1)
Then group on status description field from A_Lead_Status (group level 2)
do a insert summary using probably sequence number as a distinctcount at group level 2.
 Move to group header 2 next to the status description.
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LShadrin
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Quote LShadrin Replybullet Posted: 21 Jul 2010 at 7:37am
OK, that works but it is not showing the Lead_Status of the ones that are not selected.
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Quote DBlank Replybullet Posted: 21 Jul 2010 at 7:59am
meaning you want to show zero if they did not have any for that 'type' as in your earlier sample?...
Contact Attempted (Left Message or Email)    0
  Contact Made (Phone or Face-to-Face)           0
  Contract Pending                                            1
  Contracted                                                      1
  Already Contracted                                         0
  Initial (New/Unworked Lead)                          0
  Interview Scheduled (Day/Time)                     0
  Materials Provided [Email/Interview Packet]   0
  No Show For Interview                                    0
  Not Interested                                                 0
  Not Interested/ Recontact                               0
  Not Qualified                                                    0


Edited by DBlank - 21 Jul 2010 at 8:00am
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LShadrin
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Quote LShadrin Replybullet Posted: 21 Jul 2010 at 8:08am
You got it.
Luka
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DBlank
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Quote DBlank Replybullet Posted: 21 Jul 2010 at 8:24am
OK
Maybe a left join would work in here somwhere but a simpler approach IMO is
Get rid of Group level 2
expand your group footer and add text fields for each of your  types (12 total).
Make 1 Running Total
name=LeftMessageCount
Field to summarize=probably sequence number
Type of summary= DistinctCount
Evaluate=Use a formula
 A_Lead_Status.Lead Status="Contact Attempted (Left Message or Email)"
Chnage the option in the formual editor to 'Use Default values for Nulls"
Reset = Group Level 1
Place in Group footer 1 next to the "Contact Attempted (Left Message or Email)" text field.
Reapeat for RT as ContactMadeCount but change the formula to use the correct text for that type.
Repeat for all 12
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Quote DBlank Replybullet Posted: 21 Jul 2010 at 8:25am
suppress detail section as well
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LShadrin
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Quote LShadrin Replybullet Posted: 21 Jul 2010 at 9:09am

Confused ok. having issues with the formula:

 
DistinctCount ({A_Lead_status.A_Lead_status} = "Contacts Attempted") is how far I got and I get an error message asking for a number.
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