Skip to main content

We are running Max Ent 9.5 SQL. I would appreciate someones assistance, guidance.

As an example I am extractng AMGR_Opportunity_Tbl field information from Max using Crystal.

The field data includes :-

Name
Actual Revenue
UDF Product (User Defined Field that may have Multiple Entries)
Status (3 for Won)

In the case of a sale with a single UDF Product the report works fine.

As an example

Name Actual Revenue UDF Product Status
**** ************** *********** ******
XYZ $50,000 ABC 3

Total $50,000

But when there is a sale with multiple products selected under UDF Product then the reports displays the revenue for each UDF Product.

As an example

Name Actual Revenue UDF Product Status
**** ************** *********** ******
XYZ $50,000 ABC 3
XYZ $50,000 DEF 3

Total $100,000

This is incorrect as the sale value, i.e. Actual Revenue is on $50,000 not $100,000.

Ideally, what I would like to display is

Name Actual Revenue UDF Product Status
**** ************** *********** ******
XYZ $50,000 ABC, DEF 3

Total $50,000

or even

Name Actual Revenue UDF Product Status
**** ************** *********** ******
XYZ $50,000 ABC 3
XYX DEF 3

Total $50,000

I have been able to display this version OK by Supressing the Actual Revenue if duplicated however the total is incorrect i.e. $100,000

Could it be something to do with the LINK I have setup for the UDF or something else.

Any suggestions most welcome, as I don't have much hair left to pull out.

Regards

bwilliams
Original Post

Replies sorted oldest to newest

>I have been able to display this version OK by Supressing the Actual
>Revenue if duplicated however the total is incorrect i.e. $100,000
>
>Could it be something to do with the LINK I have setup for the UDF

Yes. When you do a join on the products view you get one row per product, e.g.,

OppID Revenue
Opp01 50000

...joined with...

OppID Product
Opp01 ABC
Opp01 DEF

...produces...

OppId Product Revenue
Opp01 ABC 50000
Opp01 DEF 50000

...so you can't just do a running total on Revenue. You need to do one of the following:

1. Create a formula field to concatenate the Product values together (as in "ABC, DEF") and group by Product,

...or...

2. Create a formula field to return the actual Revenue with the first row for each Opp and zero for the others, and then total on that.


For further assistance, click here.

Add Reply

Post
LEGAL INFO
CONTACT US
Copyright 2007-2018 Advoco Solutions Ltd. All Rights Reserved.
×
×
×
×
Link copied to your clipboard.
×