Sorting Issue - Using Description 1

[zenzabar]

Using Crystal XI

Data is grouped by Provider, then by patient number.

I need to refine the following data:
Patient Name Date of Service Note
Tina Smith 10/15/06 Voucher Note
Tina Smith 10/25/06 Closed Case
Tina Smith 11/05/06 Transfer Case

Frank Globe 9/02/06 Patient Note
Frank Globe 9/10/06 Patient Note
Frank Globe 9/22/06 Dismissed from clinician

Sam Pez 11/01/06 Voucher Note
Sam Pez 11/15/06 Voucher Note
Sam Pez 11/25/06 Patient Note

I'm trying to construct a formula that will not show any data for patients that are "closed" or "dismissed from clincian" no matter what other descriptions of notes are in place. When I have this, the remaining records will need to show as only one record - last date of service regardless of note.

Using the data shown above - the wanted result is:
Sam Pez 11/25/06 Patient Note

 

[lbass]

Create a formula {@closedordismissed}:

if {table.note} in ["Closed Case","Dismissed from clinician"] then 1

Then go to report->selection formula->GROUP and enter:

sum({@closedordismissed},{table.patientno}) = 0 and
{table.date} = maximum({table.date},{table.patientno})

-LB