Select records based on 1 field have either of 2 values

Question

Good afternoon,
II have 2 tables, Account and Order, it's a one to many where 1 account can have many orders. I'm trying to pull the records where the account has orders that have a status of Completed or Quoted. I know I'm not explaining well so hopefully the example below will help.
Account A has 3 orders, all of them are completed.
Account B has 5 orders, 2 of them are completed, and 3 of them are quoted.
Account C has 2 orders, all of them are quoted.
I only want Account B to show up in my report. That is, I only want accounts that have both completed and quoted orders
I've tried various record selections but because the status field on a single order can only have one value I'm not sure how to get the results that I need.
Any help would be greatly appreciated.
Jeannette

Answer 1

hi Jeanette,
for this you may either have to write a report with a Command based object with a subselect and a WHERE IN clause.
there's an easier way using a Group Selection formula though...the disadvantage of this method is that this doesn't filter those records out at the database which could be a problem if you're dealing with 100's of thousands of records. if that's the case, then use the method mentioned at the top.
For a Group Selection method try the following:
1) create a Group on the Accountfield
2) create a formula called Completed that reads something like
if = 'Completed' then 1
3) create another formula called 'Quoted' that reads something like
if = 'Quoted' then 1
4) put these fields on the report and put a Summary on them at the Account Group level
5) go into the Group Selection Formula and find your group level summaries and create a formula similar to
Sum(AccountGroup, @Completed) > 0 and Sum(AccountGroup,@Quoted) > 1
This will bring back only Accounts with both completed and quoted records.
cheers,
jamie