At my workplace there is a "Daily Feedback" database where details are entered of any errors made by Customer Service Officers (CSOs), such as who made the mistake, when, and what service it was for. this is so we can gather data which would show areas where CSO's are repeatedly making mistakes so we can feed this back to them and train them in those areas if need be.
i currently have a report where an CSOs name is entered along with a date range and it produces the report showing the number of errors made for each service for that date range.
the code used is -
=Sum(IIf([Service]="Housing",1,0))
=Sum(IIf([Service]="Environmental Health",1,0))
etc etc for each Service.
The problem i have is that not every CSO does EVERY service and so there are usually a few results showing as "0". and i cannot be sure if thats because they dont do the service or if they are just very good at that service.
Being absolutely useless at SQL (or any other possible way of fixing this) i cannot figure out how to HIDE the entries that produce the zero value.
any help here would be greatly appreciated!
Assuming you have a table with the fields CSO, Service, FeedbackComments you could modify the report record source to
SELECT [CSO], [Service], Count([FeedbackComments])
FROM [FeedbackTable]
GROUP BY [CSO], [Service];
Then services which have no records will not appear on the report.
I don't understand exactly what you want. But I want to mention you can use the COUNT() function along with SUM(). A count >0 will reveal if 0 means '0' instances or '0' errors.
Related
let me further elaborate on my concern:
I am working on some test reports on BIRT to be familiarized with it and came across an unsettling problem.
I created a data source that connects to a test SQL Server database, a data source that will return building, floor, room, and the number of employees that contain more than one employee, and two String parameters that lets the user choose the building and floor so the report filters by just that one.
The problem happens when I test it with a building and floor that I know are in the result set. For some reason the report filters a blank result, as if the building and floors are not present in the data set result.
I tried filtering by just the building first and then the floor but the same thing happens. If I take out the filter then the report shows up without a problem.
Why does this happen? I am assuming it's the way I input the parameters, but I am not sure.
Can anyone help me? Thanks!
A little background on the report:
This is a productivity report for our employees working at our business. We determine their productivity based on the duration of the visits with clients. Some of our employees offer group sessions. They charge each client within the group, even though they are only giving, for example, one hour of service, they can bill for 10 hours if there are 10 people in the group. We determine what service they gave by service codes.
So, I have two fields in this formula, a service code field and a duration field.
The duration field is initially a STRING field from the database, even though it only gives number data, so I change it to a numberVar. The service code field is also a string field, and it sometimes does contain characters and numbers.
What I need Crystal Reports to do is take the sum of the duration. However, if the service code is, say, "1000", it must first divide the duration by 3 before summing it. This is where I get caught up.
Here's my code for the duration:
local numbervar num1;
If GroupName ({billing_tx_charge_detail.v_SERVICE_CODE})="1530" then
num1 := ToNumber({billing_tx_charge_detail.v_duration})/3
else num1 := ToNumber({billing_tx_charge_detail.v_duration})
Then I do a separate formula for the sum, named sumDuration:
Sum(#duration)
I get the error that this field cannot be summarized. After searching Google for two days I have found that Crystal cannot summarize fields or formulas involving constants. If I simply say:
local numbervar num1;
num1 := ToNumber({billing_tx_charge_detail.v_duration})
then I can summarize #duration. What am I missing? It has to be something simple, but I'm just not seeing it. Is there a way to create a custom function to accomplish what I am trying to get here? Or is it even simpler than that?
One person suggested creating a SQL command in order to do the calculations before the data gets to the report. I am a SQL newb so I had no idea where to even begin with that.
If you are grouping by Service Code and placing the above formula in the footer you will only be computing {billing_tx_charge_detail.v_duration} for the last record in the group. If you are intending to use the formula and sum the results and place the results in the Service Code footer try the following. (basically remove the reference to group name)
If {billing_tx_charge_detail.v_SERVICE_CODE}) = "1530" then
ToNumber({billing_tx_charge_detail.v_duration})/3 else
ToNumber({billing_tx_charge_detail.v_duration})
You can use variables (num1) if you want to but they are not needed.
You can still use the second formula you referred to and place in the group footer OR you can place the first formula in details section, right click and insert a summary to the group footer. You can also place in the report footer if you need it to total there as well.
Good Day,
I need some assistance please. I am rebuilding a third party Access database after it's catastrophic failure and the failure of the 3rd party developer to fix his mess. I am an avid Access Developer and know my way around an Access Database well. I am not a super VBA coder, but I can do more than my bit in VBA as well as a few other languages.
Currently, I have a database test bed with a login form that stores 3 values as public variables (gstrLevel as String, gstrUser as String, gintID as Integer). I am able to set my own "permissions" with ease in that once they login I can use the values to control the switchboard etc.
My problem now is the following. We have people recording prospective client interactions and interviews. As part of the process, every time they make contact, they record this into the database and in the process a "followup date" is created. This works like a charm. What I now need to do is warm the users if these followup dates are close or have passed so that prompt action can be taken lest we lose a prospective client.
I have a query that takes the prospective table information, and the notes table information (where the followup date is stored) and then filters the dates correctly. This in turn has been used to create a continues form to display the records that need followup soon. What I cannot seem to do is to get it to only show the logged in users followup records.
I should note that the user/agent field is a lookup field in the prospective table, and thus also creates a combo box in the Followup form. I can lock the form from changes etc, but I can't seem to get it to only display the relevant user/agent details.
I have tried:
DoCmd.ApplyFilter
Me.Filter
Me.FilterOn = True
DLookup as criteria
Using my public variables directly as query criteria
And a few other weird combinations with no success.
My problem, I believe, is the fact that the user/agent is a lookup field, and I am not sure how to filter based on that fact. If I use the gstrUser variable directly I get a type mismatch and if I use gintID directly it shows nothing.
Any ideas or advice would be greatly appreciated.
You probably have a Users table, with a numeric Primary Key (PK), while your gstrUser stores the userName.
So in the source of your Followup form, just add the Users table (joined to the Prospective table on UserId) and apply the filter on the userName field in the Users table (or whatever it's called that matches the contents of gstrUser).
"meta/background about the use of code and person using it"
1.site built by professional that left company,
2.I am inexperienced but trying/ want to learn,
3.Customer support site for service reps,
................................................
What im trying to do exactly per stackoverflows parameters.
We have a drop down box listing issues that the customer had in a column labeled "issue_type". I can export via csv entire table load onto excel then give to boss for overall review of what the issues were. However data base has a "hide" column. Its function is that when the row is updated the record is kept but the same "job or call" has only one viewable report on site (the most recently updated one). Hide is a boolean. In conclusion I want to export rows that only has the "hide" column Boolean status at 0, AND to only export the columns "customer", and "issue_type". I can seem to only do one or the other. and have researched a minimum of 4 hours to find answer myself and cannot find a syntax to do both at the same time with phpmyadmin.
I dont want an enormous data that is mostly useless but for issue type and customer but i will have to manually delete all the rows with hide = 1?
Thanks anyone 1st attempt question sorry if not correct for stackflow.
SELECT Customer,Issue_type FROM tickets where hide =0;
Elaborating on what is above for anyone that may be looking for a similar answer, SQL supports the "where" clause of which you can when properly syntaxed select many of your columns and their associated strings, booleans, and numbers to = what your looking for. Wildcards I found later for other uses work as well.
Sorry about the self answer but hopefully someone finds this usefull
I have a table that has ordernumber, cancelled date and reason.
Reason field is varchar(255) field and it was written by many different sales rep and really hard to group by the reason category I need to generate a report to categorize cancelation reasons. What is the best way to analyse the reasons with TSQL?
Sample of reasons entered by sales rep
cust already has this order going out
cust can not hold for item Called to cancel order
cust doesn't want to pay for shipping
wife ordered same item from different vendor, sent email
cst made a duplicate order, sent email
cst can't hold
Cust doesn't want to go through verification process so is cancelling order
doesn't ant to hold for Bo
doesn't want
Cust called to cancel the order He can no longer get the product he wants
cnt hld
will not comply with export req
cant' hold
Custs request
Cust will not hold for BO
per. cust. request.
BTW I have SQL Server 2005.
part of your problem is that this these aren't truly reason codes. sounds like an issue with your schema to me. if there aren't predefined reason codes to reference and you're allowing free text entry for each reason, then there's really no way to do this directly, outside of pulling distinct reasons back, which is probably not going to be very useful.
just an idea, can you add another column to the table, even if it's in a temp or test environment and then give the business users the ability to assign a code (e.g. 1 for mis-ships, 2 for duplicate orders, 3 for wrong item etc.) to each order cancellation. then perform the analysis on that.
i assume that's what they're expecting from you, but i don't know that i see any better way. you could always perform the analysis yourself if you have the authority/knowledge but this might be painful if you have a ton of cancellations.
edit- i see now that you've tagged this with regex... it would be possible to setup specified keywords to pull out the entries, but there'd have to be some tolerance built in and still manual analysis afterwards for items which don't fall into any specified category due to misspellings etc. /edit
+1 to #jmatthews, you really need to have reason codes that are selected and then possibly allow free-form entry for the full reason.
If this isn't an option you can look into text clustering. Don't expect that to be fast or easy though, it's still an open research topic and is related to both AI and machine learning.
Look at Term Lookup in SSIS, here is an article to read.