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Former Member

Advanced Group Sorting Help Needed

In a previous thread,I was able to great two levels of hierarchy:

1) Group by Case Worker

2) All clients that pertained to their caseload (assigned client)

The initial problem was, it was pulling duplicate records because each client had multiple instances of treatment plans, but I was more concerned about the most recent begin date. within Section Expert > Details, I use the following formula


This successfully pulled the most recent treatment plan for the client record, ignoring all previous records. However, the case worker wants to see their caseload sorted by which treatment plans are ending first (AZCPLAN.END_DATE). When I add a new group END_DATE, move it up the hierarchy for sorting, it breaks my duplicate record sort rule.

In laymen terms, after the report strips the duplicates only showing the most recent records, I want to do a sort by dates thereafter. how is this possible?

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  • Posted on Jul 17, 2014 at 07:16 PM

    No need to group by (AZCPLAN.END_DATE) -- just sort by it.

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    • Former Member

      I tried adding Record Sort Expert. By default the two hierarchy groups are locked at the top tiers. The 3rd item is solely the record file: ..END_DATE set to ascending.

      Under the Caseworker Group (highest tier) , next group in line is CASE_NUM. therefore, once a group is in place, it trumps anything below it (currently sorted by chart/case number). I tried changing the Group Expert > CASE_NUM to "original order" , but no luck.

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