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  #1  
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Kathy McClure
 
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Default This period and Year to Date report - 02-14-2010 , 09:10 AM






Hi am rather new to FM, using version 8.5 and have created a database
to track conflict resolution issues for a university. The two reports
I need are very easy subsummary reports. One by total service requests
such as Consultation, Mediation, etc. and the other by Total
Participants such as Faculty, Staff, Graduate Students. I don't need
any details just total numbers. I can get either a period (month, six
months) by doing a simple find of dates or a Year to Date by changing
the date range, but I don't know who to get both of these times frames
to show up on the same report with their corresponding totals.
Example: 1st Column Faculty 2nd Column This Period (24) 3rd Column
Year to Date (48) In this particular instance "This Period" is a six
month period but it could be a month.

Thanks for any help you can provide.

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Christoph Kaufmann
 
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Default Re: This period and Year to Date report - 02-14-2010 , 10:12 AM






Kathy McClure <kathy (AT) computer-helper (DOT) com> wrote:

Quote:
I can get either a period (month, six
months) by doing a simple find of dates or a Year to Date by changing
the date range, but I don't know who to get both of these times frames
to show up on the same report with their corresponding totals.
Example: 1st Column Faculty 2nd Column This Period (24) 3rd Column
Year to Date (48) In this particular instance "This Period" is a six
month period but it could be a month.
Before we start anything complicated: In addition to the subsummary
parts that show the period, you can add a trailing grand summary that
totals all the records. You will have the year to date there if the
records of that year are in the found set.

--
http://clk.ch

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  #3  
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Kathy McClure
 
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Default Re: This period and Year to Date report - 02-15-2010 , 09:38 AM



On Feb 14, 8:12*am, c... (AT) tele2 (DOT) ch (Christoph Kaufmann) wrote:
Quote:
Kathy McClure <ka... (AT) computer-helper (DOT) com> wrote:
I can get either a period (month, six
months) by doing a simple find of dates or a Year to Date by changing
the date range, but I don't know who to get both of these times frames
to show up on the same report with their corresponding totals.
Example: 1st Column Faculty *2nd Column This Period (24) 3rd Column
Year to Date (48) In this particular instance "This Period" is a six
month period but it could be a month.

Before we start anything complicated: In addition to the subsummary
parts that show the period, you can add a trailing grand summary that
totals all the records. You will have the year to date there if the
records of that year are in the found set.

--http://clk.ch
Hello, Thanks for your suggestion. I already have a grand summary,
which adds up all the subsummary totals. What I need is to have a
column that shows a total of each subsummary part, such as Faculty,
Students, for a certain period of time, such as month and another
column that shows Year to Date - which of course can be achieved by
doing a find for the date range for the year. My problem is how to
extract just a monthly total when I am doing a find for the year to
date and have it display on the same report. I am thinking of using
some sort of calc field and scripts.

Thanks

Kathy

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  #4  
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Christoph Kaufmann
 
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Default Re: This period and Year to Date report - 02-15-2010 , 11:30 AM



Kathy McClure <kathy (AT) computer-helper (DOT) com> wrote:

Quote:
What I need is to have a
column that shows a total of each subsummary part, such as Faculty,
Students, for a certain period of time, such as month and another
column that shows Year to Date - which of course can be achieved by
doing a find for the date range for the year. My problem is how to
extract just a monthly total when I am doing a find for the year to
date and have it display on the same report. I am thinking of using
some sort of calc field and scripts.
Try calc field and relation. Haven't tested, but I'd try creating a calc
field that calculates the year to date sum in each record. In order to
get that, you need to relate your table to another occurence of the same
table.

This relation is based on year = year (you may need to create a stored
cald field that extracts the year out of the date), AND date >= date (or
<=, depending on where you have the occurence.

The calculation sum ( yeartodate::numberfield) should get you the year
to date sum for every record. No need to show that in the report. Create
a summary field that takes the maximum (not the sum!) of those calc
fields, and you should get the highest year-to-date number of a any
given period.

Good night, and good luck.

--
http://clk.ch

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