marrying quality and productivity

[retygh45]

any help is appreciated. Using CR11, I have an Access db which contains users quality for claims processing employees:

[username] [date] [major errors] [minor errors] [@quality rating]

This part is working fine. I add a separate data source which is a SQL table of all the claims. I try to link the 2 tables together by username.

Out of the claims table, I'm just trying to get a distinct count of all the claims for that user to add to the report, so I can have:

{username} {errors} {quality rating} {productivity rating}

I've tried all different linking options, but can't seem to get the count of the claims to coincide with each user.

Any help is greatly appreciated, thanks!

 

[lbass]

It is unclear what the issue is. If you are doing a distinctcount of claims at the user group level, you should be getting the correct number even if you have row inflation, so is it that the usernames in each table aren't matching up? I don't think we can help unless we have a better idea of the data. Please provide a sample and explain how the results are different from what you expect.

-LB

 

[retygh45]

Thanks, sorry. Yes, it seems like row inflation.

The data on the quality table is correct, but as soon as I add the productivity table, the counts in the quality table go way up out of range.

The quality table looks like this, grouped by username, the fields are all sums and averages of formulas that calculate errors, and averages.

Reviewer maj errors min errors total errors avg errors
jsmith 14 32 46 0.5
tjones 7 15 22 0.3

this works ok.

So now I add the productivity table, which is 1 SQL server table, which contains all claim numbers, and their reviewer. So I link the two tables on 'username', then add the claim number to the details section, and try to insert a summary to count the number of claims.

So ultimately, I'd like to just ba able to add 1 more column to my report: Number of claims reviewed.

But when I link the 2 tables, even if there's nothing on the report, the counts of all the quality numbers go through the roof!

Any help is appreciated. I've tried linking the tables multiple ways, and not linking them at all, but nothing seems to work.

 

[lbass]

Your best bet is to add the productivity summary in a subreport that is placed in the group section for reviewer and linked by reviewer. Remove the productivity table from you main report. You can suppress all sections of the sub except the summary that you want displayed on the main report.

-LB

 

[retygh45]

Got it, thanks. Works ok. I was hoping to use a field in the subreport on a chart. Is there a way to create a formula that reads a field from the subreport?

Thanks again!

 

[lbass]

Please see:

http://technicalsupport.businessobj...iceId=&dialogID=10630997&stateId=1 0 10634967

-LB

 

[retygh45]

Thanks lb, I actually want to use a field from the subreport on a chart in the main report. I actually got the formulas to work, the value is being passed from the subreport to the main report, however, it's 1 off.

The first person in the group header has a value of 0, it should be 25. The second person in the group header has a value of 25, but it should be 30, the 3rd person has 30, but it should be something else.

It's like the 1st value of zero, is pushing everything down 1. Does that make sense? I probably did something wrong when placing the formulas?

My subreport formula is placed in the group header:
whileprintingrecords;
shared numbervar weeklyavg:= DistinctCount ({TO_Productivity.ClaimNumber}, {TO_Productivity.Username}) / {@number of weeks}

And in my main report, in the group header field, I have this formula:
whileprintingrecords;
shared numbervar weeklyavg;

The frist person grouped has a zero for a value, but as I can see from my subreport in the same group heading, it should be 25, but the second person has the 1st persons' value.

Any help is greatly appreciated, thanks!!!!

 

[lbass]

Why are you using a shared variable for the display? You could just show the content of the sub itself. Anyway, if you want to do that, place the sub in GH_a, and put the shared variable formula in GH_b--it will only have the correct value if in a section below the one containing the subreport.

I referenced the charting on print-time formulas paper because that's what you are working with--whether the shared variable gets passed from a main report to to a sub as in the paper or from a sub to another sub.

-LB

 

[retygh45]

Thank you so much, charting on print-time formulas is exactly what I need to use. However, I can't quite get it to work. I'm working backwards from the example: I have a values in my sub-report that I'm trying to use in a chart in my main report.

The subreport comes over fine, the fields are there but I can't get them into the chart in the main report, I think I'm probably linking the subreport wrong.

Is there anything different I should do because I'm trying to get the values from the subreport into the main report?

I have the 2 formulas in my subreport: OnChangeOf and ShowValue but when I try to link my main report to the OnChangeOf value in my subreport, it gives me the error "This formula cannot be used because it must be evaluated later".

Any help is greatly appreciated, thanks!

 

[lbass]

I think you might have to try the shared variable in a second subreport that is situated in a section below the first.

-LB