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#10840 - 01/15/08 07:20 PM Re: GridView: How do I do this? [Re: Michael Mulrooney]
Andre Kuehnemund Offline
Adagio Guru

Registered: 08/10/07
Posts: 127
Loc: Emeryville, CA U.S.A.
Michael: Thanks for your reply! I'm afraid you may be right.
Would you happen to know someone who would be willing and capable to write such a report?

Cheers,

Andre

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#10843 - 01/15/08 08:33 PM Re: GridView: How do I do this? [Re: Andre Kuehnemund]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
Hi Andre

I am following this thread with amusement, because my sense from the first post was that you are trying to perform surgery using an axe. I was just wondering when someone would tell you that GridView was not meant for this sort of thing. Of course I was hoping I was wrong, that's why I didn't chime in.

It turns out that creating a report using a combination of sales and bookings (that's what I call "on sales order" figures) is one of the hardest things to do in Adagio. This is because you are essentially mixing apples and oranges. In any case, your only hope is to do it using OrderEntry data; Sales Analysis is not an option.

This begs for Crystal Reports for Adagio, and for the services of a professional.

There are many of us whom you can hire to do this report, but the Softrak people will not do it; that's what their consultants (like me) do.

Your profile doesn't say where in the US you are, but if you don't find anyone capable locally, you can contact me at steve@sschwartzcpa.com. I will know within an hour of seeing your data and talking with you whether what you want can be done.

Steve Schwartz

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#10847 - 01/16/08 11:13 AM Re: GridView: How do I do this? [Re: Steve Schwartz]
Andre Kuehnemund Offline
Adagio Guru

Registered: 08/10/07
Posts: 127
Loc: Emeryville, CA U.S.A.
Hi Steve:

thanks so much for your posting. I'm very much inclined to take you up on your offer later today to look at our data and see if this report is something you can create for us.

I was hoping I would be able to somehow put together the report in question. I had already recreated some of our simpler Reportmaster reports. I liked how easy it was. But once I started having to deal with Report Backs and data from all over the place - that's when I got stuck. Well, clearly, GridView can't do that sort of thing - but I'm sure it will be useful for lots of other reports.

I'll send you a direct e-mail later today. Thanks again!

Regards,

Andre

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#10888 - 01/17/08 09:34 PM Re: GridView: How do I do this? [Re: Andre Kuehnemund]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
Hi Andre

For the benefit of others (I emailed you this already)...

The solution to creating your report starts with using GridView to create a two column Excel spreadsheet - column A is the customer number and column B is the On Order Amount for that customer. Once the Excel spreadsheet is created, highlight the two columns and use the Define Name function of Excel to give the two columns a Name. Let's call this a named range. Save the spreadsheet.

Now use Crystal Reports to create a basic sales report using data from SalesAnalysis. Crystal Reports for Adagio can link to the named range in your Excel spreadsheet to get the On Order Amount and include it on the sales report. Voila!

This is the concept. There is a lot more to the implementation, that's why I have a job. But you get the idea.

Steve

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