Show Team Statistics and Percentages

[Former Member]

Post Author: dkotenoglou

CA Forum: Formula

I have a Team Report that shows the following:Any Request that was closed on the same day the request was submitted.Grouped by the Individual who Closed itWith a running subtotal next to each nameWith a Grant TotalSo for exampleSally Smith 23Bob Jones 16Larry Marks 10Sam Sparks 31Jeff Kunk 17Others 10Total 107Now, Sally and Bob are one team and the other employees are on another team.I now want to show statistics by Team. So in effect what I am looking for isTeam A 39 36%Team B 58 54%Others 10 9%Total 107This

is a Notes Based system so I cannot go to the "server" side and make

changes. I tired using Summary and Formula Fileds, but I got lost. I

would imagine I would just add to the existing report, but I am not

sure how.I also dont feel like making several subreports any direction?

[Former Member]

Post Author: dkotenoglou

CA Forum: Formula

Ah I think I know how to do this.I need to make another formula in the details that calculates how many days from open date to closed date. If the number is 0, then i know it is the same day. I can then group by that number, i hope.

[Former Member]

Post Author: dkotenoglou

CA Forum: Formula

Well I am trying to showcase my team's performance from several angles. So I actually run 8 Reports all based on a Date Range submitted by Date Parameters. I am just trying to think this out in my head how this will really work, since I realized one small flaw. Let me break this down: Enter a Date Range from a Date Range ParameterThe report should then all list all requested that were created in that time.Then it should differentiate all requests that were closed in the same day versus calls that were not closed in the same day or still open (not sure how to do this, group by formula?)Then I should group those into their own group based on member ship. (Front LIne = Bob, John, Eric)Then I should run a percentage comparing the Closed by group by same day versus the total requests created. Can I put this all one report?

[Former Member]

Post Author: V361

CA Forum: Formula

Sounds like a plan (10 subreports) wow, and I thought having 5 was alot.

[Former Member]

Post Author: dkotenoglou

CA Forum: Formula

I guess I tried to get too fancy, but yeah it looks like I will need to add another subreport to my weekly report. I think that is 10 now. Thanks for the advice, embarrassing is that I knew the answer already.I just have to think it out since I have to now run:All requests created in a date rangeDetermine if they are open or closedthen of the ones closed determine if they were closed on the same daythen group them by team.hm, looks like i may just start a new subreport instead of trying to modify an existing one. The ones I have now ONLY report on request closed on teh same day, not ALL requests created in the same range AND closed in teh same day. hmmmmm

[Former Member]

Post Author: dkotenoglou

CA Forum: Formula

Agreed, that sounds logical I am not sure how to do it?I have tried making Summaries, but that only reports on all fields.I have tried the Sum Operators, but that says I cannot operate on the Count.I have tried a Summary Field, but I am stuck in Boolean mode. EditDo you mean make custom groups and then add each team member to that Group. I just realized what you said, let me see. If this has to be one more sub report, then I have no problem.

[Former Member]

Post Author: V361

CA Forum: Formula

You could build your own formula and sort off of it. say

if name in [ "Smith",."Jones"] then group1 else group2

[Former Member]

Post Author: dkotenoglou

CA Forum: Formula

That is the issue, there is no Group Name since I have to custom make it in Crystal Reports. I know I can sort of accomplish this by using a few subreports and Select Expert Sub Report 1 - Front Line Members OnlySub Report 2 - DeskSide Members OnlySub Report 3- OthersSeems kind of messy. I did see the percentage summary that you mentioned and it worked fine for the Individual members. I guess I am looking for a way to add a group or summary and specify who should be used?

[Former Member]

Post Author: V361

CA Forum: Formula

Add an additonal group (Team Name) you can insert your summary's, one of your summary options will be (show as % of ....) You can keep the existing summary in the one group, and add the new summarys to your new group. (assuming you can group on Team name / Number / Code....)