Filtering by Hierarchical Groups in Crystal XI

[DarthBobToo]

I'm using Crystal XI. I've developed a report that uses Crystal XI's hierarchical grouping functionality to roll up some metrics organizationally based on the reporting structure - i.e., it shows the metrics for the individual team members, rolls them up to the supervisor level, managerial level, etc. It works just fine as long as I take a picture of the entire team's performance.

What I would like to do, however, is be able to show a report for one node in the org structure - i.e., using the org structure sketched out below, I'd like to be able to pull a report for just Bob's team, while excluding Shelly's, or for just Olivia's team while excluding everybody else's. Can this be done? How?

Thanks!

Bob
   Liz
      Jon
      Robert
      Fred

   Olivia
      Roger
      Dan
      Ted

Shelly
   Tom
      Sally
      Betty

   Gerald
      Denise
      Kathy
      Rebecca

 

[kskid]

A description of table layout would go a long ways in providing the proper solution for you.

 

[DarthBobToo]

Sure. The relevant fields in the table I'm grouping on are as follows:

Resource (
    Id          INTEGER PRIMARY KEY IDENTITY(1,1),
    LastName    CHAR(16),
    FirstName   CHAR(16),
    SuperId     INTEGER NOT NULL
)

In the hierarchical grouping setting, the report is grouped on Resource.Id. The parent group is defined as Resource.SuperId = Parent.Id.

Essentially, what I'm trying to do is constrain the report so that I can report on anything downstream of a given Parent.Id.

Thanks.

 

[chelseatech]

You have HierarchyLevel available as a function. You could suppress all values above or below a specific level using a parameter.
We did some useful hierarchical reporting examples in Crystal Clear over the last few years. Check out the index on our web site and download the back issues.

Editor and Publisher of Crystal Clear

http://www.chelseatech.co.nz/pubs.htm