Detail Description in Group Header 1

[kristal9]

HI, CR XI and SQL database.

I have two tables Projects and Tasks joined by projectid. Each project can have multiple tasks.

I have a group by Project and tasks in the details.

Each task has a task type, start date, end date, status. The task type may be one of these valuese: Plan, Design, Develop X, Develop Y, Develop Z, Deliver, Test.

My requirement is to have this visible all on the same line as the Project Name and related fields... where Plan, Design, Deliver and Test are all a series of three columns and Develop is three columns but multiple rows, if listed.

I am able to do the most of it by creating a group by project and formula for my various task types for example (@Plan_Start)//
If task.type startswith "Plan" then task.startdate
then create a summary of mininum @plan_start and place this in my group header.

I am able to bring the correct value into the detail for @Plan_Stage by the same formual If task.type startswith "Plan" then task.stage but how can i bring this value into the group header.

for Develop, because there can be multiple values, I am leaving them in the details and forcing my group header to 'underlay' and conditionally suppressing the details if not(task.type startswith "Develop")

any suggestions would be great.

 

[lbass]

This is not totally clear, as it is not apparent why inserting a maximum on your conditional formulas does not work in all cases. Maybe you should show some sample data at the detail level, and then show a sample of how you want it to display in the group header.

-LB

 

[kristal9]

Thanks LB, you are right. I typed it all out at first but then thought it was long winded so rewrote.

The tasks details are basically like this:

TaskID | Task | Start | End | Status
1 | Plan | 2010/10/01 | 2010/10/10 | Complete
2 | Design | 2010/10/10 | 2010/10/15 | Complete
3 | Develop X | 2010/10/15 | 2010/11/20 | In Progress
4 | Develop Y | 2010/11/15 | 2010/10/20 | Not Started

etc and so on


Rather than show each of the task detail in the detail as a separate row for each task, i am to show them as columns to the left of the project. So the output would be something like

Project Name | Plan Start | Plan Finish | Plan Status | Design Start | Design Finish | Design Status | Develop Start | Develop Finish | Develop Status
My Project 1 |2010/10/01 | 2010/10/10 | Complete| 2010/10/10 | 2010/10/15 | Complete | 2010/10/15 | 2010/11/20 | In Progress |
| 2010/11/15 | 2010/10/20 | Not Started

where everything appears on the same row as the project. Development figures, because there may be up to 3 different rows of detail maay fall on multiple rows the first though must be on the same row as the project line

Please let me know if this makes more sense

 

[lbass]

That helps, but you haven't clearly stated what it is you can't get to work. I would also use a maximum summary instead of a minimum, since I think a minimum would pick up the default value of the formula when the criterion isn't met.

-LB

 

[kristal9]

I can get the dates to appear correctly but cannot get the name of the status to appear correctly.

my results show up like this

Project Name | Plan Start | Plan Finish | Plan Status | Design Start | Design Finish | Design Status | Develop Start | Develop Finish | Develop Status
My Project 1 |2010/10/01 | 2010/10/10 | | 2010/10/10 | 2010/10/15 | | 2010/10/15 | 2010/11/20 | In Progress | | 2010/11/15 | 2010/10/20 | Not Started

because the information for all of the task information (except for develop details) appears in the group 1 header where group one is the project name. what will appear there is only the 1st value of the detail

the minimum (or maximum at your suggestion) will work because it summarizes a date field and the only value in the list because the formula base makes it a null value if it doesn't meet the criteria. the text value is what i need to appear but can't do based on a summary.

 

[lbass]

First, the default of a conditional formula is not a null, unless you specifically build in a default of {@null} which is a new formula that you open and save without entering anything. You have to format it to be the same datatype as the other alternative (unless you are dealing with strings), so must use tonumber({@null}) for numbers, or date({@null}) for dates.

You should be using conditional formulas for each field you want in the header:

//{@planstatus}:
if {table.project} = "A" then {table.planstatus}

//{@planstatus}:
if {table.project} = "A" then {table.designstatus}

//etc.

Place all formulas in the detail section and then insert maximums on them at the group level, and drag the result into the group header.

What about this approach doesn't work?

-LB

 

[kristal9]

thanks LB i will give it a whirl again on tomorrow. at a glance it is what i thought i was doing to start. but the value in the group header would appear [blank] or what i was interpretting as null.

thanks so much for helping and your patience with me