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Craigbob
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Quote Craigbob Replybullet Topic: Crosstab column date grouping
    Posted: 21 Aug 2012 at 3:37pm
Hi All,

I'm trying to build a cross tab report in Crystal XI that has dates, grouped by the month as column heading, and have 2 questions I'm trying to find answers to.

1: Is there any way to display a month even if there are no records to be summarized in that month? i.e. no orders for March, but want to display Jan, Feb, Mar.? I'm pretty sure I can create a dates table and use that spoof it, but don't want to go that route as the database is part of a Vendor's package and I don't want to get to crazy in there.

2: Is there a way of specifying or limiting how many columns go across? For example in a forecast cross tab I only owant current month and the next six months to show up. I suppose I can do a date range on the selection criteria, but that seems a bit kludgy to me.

Thanks for any answers
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hilfy
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Quote hilfy Replybullet Posted: 22 Aug 2012 at 4:06am
1.  There is no way I know of to do this without a Dates table.
 
2.  The only way is to filter your data.  This is not "kludgy" - it makes sense because it means you're only processing the data that you actually need for the report instead of pulling in ALL of the data and having Crystal do the filtering in memory.
 
-Dell
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Craigbob
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Quote Craigbob Replybullet Posted: 22 Aug 2012 at 7:28am
Originally posted by hilfy



1.  There is no way I know of to do this without a Dates table.
 
2.  The only way is to filter your data.  This is not "kludgy" - it makes sense because it means you're only processing the data that you actually need for the report instead of pulling in ALL of the data and having Crystal do the filtering in memory.
 
-Dell


Thanks for the answer, As I really can't create a new table in the SQL server database, do you think it's possible to create a temp dates table in view I've built? and would that work?
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Craigbob
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Quote Craigbob Replybullet Posted: 22 Aug 2012 at 8:59am
One last question, I'm trying to do a left Join from the Dates lookup table (I was able to create one after all) to the view that has the data I need to pull.

Even though I'm specifying the monthname be used I'm still not seeing the full 6 months forward.

Here is the SQL for query.
SELECT
dbo.CST_MS_Quote.MSCo,
dbo.CST_MS_Quote.JCCo,
dbo.CST_MS_Quote.Quote,
dbo.CST_MS_Quote.MSHQStatus,
dbo.CST_MS_Quote.QuoteType,
dbo.CST_MS_Quote.Job,
dbo.CST_MS_Quote.Status,
dbo.CST_MS_Quote.Description,
dbo.CST_MS_Quote.QuotedBy,
dbo.RJDateLookup.MonthNumber,
dbo.RJDateLookup.MonthName,
dbo.RJDateLookup.DateFull,
dbo.CST_MS_Quote.QuoteDate,
dbo.CST_MS_Quote.ReqDate,
dbo.CST_MS_Quote.ExpDate,
dbo.CST_MS_Quote.FromLoc,
dbo.CST_MS_Quote.Location2 AS Location,
dbo.CST_MS_Quote.MaterialCode,
dbo.CST_MS_Quote.MaterialDescription,
dbo.CST_MS_Quote.UM,
dbo.CST_MS_Quote.QuoteUnits

FROM      dbo.RJDateLookup LEFT JOIN dbo.CST_MS_Quote
          ON dbo.RJDateLookup.DateFull = dbo.CST_MS_Quote.QuoteDate

WHERE     
(dbo.CST_MS_Quote.QuoteType = 'C')
and
QuoteDate >= '07/01/2012'
and
dbo.RJDateLookup.MonthNumber <= month(QuoteDate) + 6
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DBlank
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Quote DBlank Replybullet Posted: 22 Aug 2012 at 9:23am
try using an AND on the join instead of a WHERE
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Craigbob
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Quote Craigbob Replybullet Posted: 22 Aug 2012 at 9:26am
Originally posted by DBlank

try using an AND on the join instead of a WHERE


I'm not sure I understand your solution. Can you elaborate?
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DBlank
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Quote DBlank Replybullet Posted: 22 Aug 2012 at 9:40am
adding a a where clause in your SQL can effective change an outer join into an inner join because the where is applied after the join.You can alter your join statement in SQL to use multiple conditions to apply befere the outer join occurs.
Try to change the WHERE to AND and see if it works in SQL to get your expected data set.
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Craigbob
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Quote Craigbob Replybullet Posted: 22 Aug 2012 at 10:18am
Well that expanded the data set all right, but it includes everything from the Datelookup table. NOt quite what I'm looking for.

I just want everything from the month of the quote to the month 6 months in the future.

I.E. QuoteMonth is July 2012, I need July, Aug, Sep, Nov, Oct, Dec and Jan 2013

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DBlank
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Quote DBlank Replybullet Posted: 22 Aug 2012 at 11:16am
what is dbo.RJDateLookup.DateFull field youa re using in your join?
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Craigbob
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Quote Craigbob Replybullet Posted: 22 Aug 2012 at 11:54am
Here is the table structure of RJDateLookup:

DateKey INT PRIMARY KEY,
DateFull DATETIME,
CharacterDate VARCHAR(10),
FullYear CHAR(4),
QuarterNumber TINYINT,
WeekNumber TINYINT,
WeekDayName VARCHAR(10),
MonthDay TINYINT,
MonthName VARCHAR(12),
YearDay SMALLINT,
DateDefinition VARCHAR(30),
WeekDay TINYINT,
MonthNumber TINYINT


I've tried using Datefull ans CharacterDate both of them give me dates in the past as well.

I need to use QuoteDate as the start and show month of ReqDate for the next 6 months from QuoteDate. If the record does not have a reqdate I need to still show the month with 0 in the sum (that I know how to do).

Craig
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