Chart Summary Option

[oj75]

I'm using CR9. Is it possible to set the summary operation to only count certain records rather than every record. For instance, on change of month I would like to show the count of the records that occurred during the month, but I only want to include a record in the total count if a certain field in the record has a certain value. Is this possible? I can't limit my records to only those that are applicable in this case because the majority of the report relates to all the records. Any ideas? I thought about creating a subreport that pulls only those records that are applicable and creating my chart in the subreport.

OJ
DB/.Net/CR Developer

 

[oj75]

The subreport option worked, but if anyone knows how to accomplish this without a subreport feel free to enlighten me.

oj

OJ
DB/.Net/CR Developer

 

[lbass]

First group on date and choose "monthly". Then you can use the running total expert. Select the field you want to count, choose "count", evaluate based on a formula:

{table.field} = x //substitute your conditional field and value

Reset on change of group (date).

You can also do this by creating a conditional formula like this:

if {table.field} = x then 1 else 0

You can then insert a sum (not a count) on this at all group levels. This method will slow your report less than a running total will.

-LB

 

[oj75]

I guess I wasn't clear in my description. I'm trying to limit records counted within a chart. I've found that it only allows me to set up a summary operation on a field but not use any type of formula filter within the chart.

OJ
DB/.Net/CR Developer

 

[lbass]

Sorry, I didn't read carefully enough. It is possible to chart using running totals. You can also create (within the main report) a formula like:

if {table.field} in ["xyz", "abc", "def"] then {table.amount}

...and then use the formula for charting. Finally, you can limit records for your "on change of" field by using the grouping option "specified order" and choosing to discard other values.

-LB