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#2
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I'm having trouble figuring out how to lay out a report to produce the results I need. Help would be much appreciated. I need to create a report that looks like this: Client info (name, address etc. go here) Date Certificate No. Certificate details .. .. .. Client info (name, address etc. go here) Date Certificate No. Certificate details .. The report is sorted by date, and within date by certificate number. Certificate numbers are unique. Clients can obtain an arbitrary number of certificates, and they can get then all at one time, or on different days, or at different times within one day. In other words, for any one client the certificate numbers are not necessarily in sequence. I want to print the client info only once for every batch of certificates obtained together. I know I can put the client info in a sub-summary part based on ClientName - but then I have to sort by ClientName before sorting by certificate number, which alphabetizes the client names and disrupts the certificate number sequence. If I reverse the sort priority - certificate number then ClientName - the client info gets printed every time the certificate number changes: that is, with every single record. What I need, in other words, is to sort by one attribute and group by another. I know SQL can handle this; is there a way to make it work in FileMaker? |
#3
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I'm having trouble figuring out how to lay out a report to produce the results I need. Help would be much appreciated. I need to create a report that looks like this: Client info (name, address etc. go here) Date Certificate No. Certificate details .. .. .. Client info (name, address etc. go here) Date Certificate No. Certificate details .. The report is sorted by date, and within date by certificate number. Certificate numbers are unique. Clients can obtain an arbitrary number of certificates, and they can get then all at one time, or on different days, or at different times within one day. In other words, for any one client the certificate numbers are not necessarily in sequence. I want to print the client info only once for every batch of certificates obtained together. I know I can put the client info in a sub-summary part based on ClientName - but then I have to sort by ClientName before sorting by certificate number, which alphabetizes the client names and disrupts the certificate number sequence. If I reverse the sort priority - certificate number then ClientName - the client info gets printed every time the certificate number changes: that is, with every single record. What I need, in other words, is to sort by one attribute and group by another. I know SQL can handle this; is there a way to make it work in FileMaker? |
#4
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I have done something similar, but this was with related tables, not with sorted sub-summaries. I don't know if this will, help you, but this is what I have done. Created a new layout with header, body and footer. Header contains labels that appear on top. It is not very big. The body contains the main fields that are used in the relations. In my case name and adress. It is made so small it contains a single row of fields. The footer is the biggest part and contains all related information. It is made so big that all three parts together will fit on one A4. Keep well, Ursus "Paul" <this (AT) that (DOT) there> schreef in bericht news:this-8B7C60.10113103032007 (AT) news (DOT) nmix.net... I'm having trouble figuring out how to lay out a report to produce the results I need. Help would be much appreciated. I need to create a report that looks like this: Client info (name, address etc. go here) Date Certificate No. Certificate details .. .. .. Client info (name, address etc. go here) Date Certificate No. Certificate details .. The report is sorted by date, and within date by certificate number. Certificate numbers are unique. Clients can obtain an arbitrary number of certificates, and they can get then all at one time, or on different days, or at different times within one day. In other words, for any one client the certificate numbers are not necessarily in sequence. I want to print the client info only once for every batch of certificates obtained together. I know I can put the client info in a sub-summary part based on ClientName - but then I have to sort by ClientName before sorting by certificate number, which alphabetizes the client names and disrupts the certificate number sequence. If I reverse the sort priority - certificate number then ClientName - the client info gets printed every time the certificate number changes: that is, with every single record. What I need, in other words, is to sort by one attribute and group by another. I know SQL can handle this; is there a way to make it work in FileMaker? |
#5
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In article <this-8B7C60.10113103032007 (AT) news (DOT) nmix.net>, Paul this (AT) that (DOT) there> wrote: I'm having trouble figuring out how to lay out a report to produce the results I need. Help would be much appreciated. I need to create a report that looks like this: Client info (name, address etc. go here) Date Certificate No. Certificate details .. .. .. Client info (name, address etc. go here) Date Certificate No. Certificate details .. The report is sorted by date, and within date by certificate number. Certificate numbers are unique. Clients can obtain an arbitrary number of certificates, and they can get then all at one time, or on different days, or at different times within one day. In other words, for any one client the certificate numbers are not necessarily in sequence. I want to print the client info only once for every batch of certificates obtained together. I know I can put the client info in a sub-summary part based on ClientName - but then I have to sort by ClientName before sorting by certificate number, which alphabetizes the client names and disrupts the certificate number sequence. If I reverse the sort priority - certificate number then ClientName - the client info gets printed every time the certificate number changes: that is, with every single record. What I need, in other words, is to sort by one attribute and group by another. I know SQL can handle this; is there a way to make it work in FileMaker? "Sorting" and "grouping" are the same thing. You've said it yourself above - what you're looking for is to sort the records by ClientName and within that by CertificateNumber: ie. ClientName Ascending CertificateNumber Ascending You can sort by as many fields as you want, with each lower field being a sub-sort of the records "grouped" by the fields above it. You then need a report Layout that looks something like: Header {if wanted} ------------------------- Client info (name, address etc. go here) Date Certificate No. Certificate details Sub-summary by ClientName (Leading) ------------------------- [CertDate] [CertificateNumber] [CertifcateDetails] Body ------------------------- Footer {if wanted} ------------------------- With the cloumn headings in the Sub-summary part, you will only get them when the ClientName changes. As long as you sort the records in the above two-field order, the report will print / Preview as you want. The order of the sort fields must always match the order of the Sub-summary parts, so in this case ClientName must always be first. You can also use the same Layout to produce a report sorted by ClientName and within that by Date simply by changing the second sort field: ie. ClientName Ascending CertDate Ascending Helpful Harry Hopefully helping harassed humans happily handle handiwork hardships ;o) |
#6
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In article <040320071131500602%helpful_harry (AT) nom (DOT) de.plume.com>, Helpful Harry <helpful_harry (AT) nom (DOT) de.plume.com> wrote: In article <this-8B7C60.10113103032007 (AT) news (DOT) nmix.net>, Paul this (AT) that (DOT) there> wrote: I'm having trouble figuring out how to lay out a report to produce the results I need. Help would be much appreciated. I need to create a report that looks like this: Client info (name, address etc. go here) Date Certificate No. Certificate details .. .. .. Client info (name, address etc. go here) Date Certificate No. Certificate details .. The report is sorted by date, and within date by certificate number. Certificate numbers are unique. Clients can obtain an arbitrary number of certificates, and they can get then all at one time, or on different days, or at different times within one day. In other words, for any one client the certificate numbers are not necessarily in sequence. I want to print the client info only once for every batch of certificates obtained together. I know I can put the client info in a sub-summary part based on ClientName - but then I have to sort by ClientName before sorting by certificate number, which alphabetizes the client names and disrupts the certificate number sequence. If I reverse the sort priority - certificate number then ClientName - the client info gets printed every time the certificate number changes: that is, with every single record. What I need, in other words, is to sort by one attribute and group by another. I know SQL can handle this; is there a way to make it work in FileMaker? "Sorting" and "grouping" are the same thing. You've said it yourself above - what you're looking for is to sort the records by ClientName and within that by CertificateNumber: ie. ClientName Ascending CertificateNumber Ascending You can sort by as many fields as you want, with each lower field being a sub-sort of the records "grouped" by the fields above it. You then need a report Layout that looks something like: Header {if wanted} ------------------------- Client info (name, address etc. go here) Date Certificate No. Certificate details Sub-summary by ClientName (Leading) ------------------------- [CertDate] [CertificateNumber] [CertifcateDetails] Body ------------------------- Footer {if wanted} ------------------------- With the cloumn headings in the Sub-summary part, you will only get them when the ClientName changes. As long as you sort the records in the above two-field order, the report will print / Preview as you want. The order of the sort fields must always match the order of the Sub-summary parts, so in this case ClientName must always be first. You can also use the same Layout to produce a report sorted by ClientName and within that by Date simply by changing the second sort field: ie. ClientName Ascending CertDate Ascending Helpful Harry Hopefully helping harassed humans happily handle handiwork hardships ;o) Harry, Thanks for your reply. I don't think I'm understanding you right, or maybe I didn't explain properly. Here's a concrete example of what it should look like: ------------------------------------ Jones, Shirley; 123 Main, Anytown NE 11223 3/2/2007 #1 -detail- 3/2/2007 #2 -detail- Able, Marty; 456 Washington, Anytown NE 11222 3/2/2007 #3 -detail- Smith, Sol; 12 First Av, Anytown NE 11222 3/2/2007 #4 -detail- 3/2/2007 #5 -detail- 3/2/2007 #6 -detail- Jones, Shirley; 123 Main, Anytown NE 11223 3/2/2007 #7 (she came back for one more) ------------------------------------ ... cert. numbers in order; client info only as needed. snip |
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