Crystal Cross Tab
I am currently using crystal to design a detailed report which is using multiple tables from an sql source.
If I take 2 of the tables (Call & Decision) and insert fields (Call.ID and Decision.Rule) into the detail section, they will appear as below because the reason field from the decision table has multiple outcomes so repeats itself with each one for 1 call ID:
Call ID Decision Rule Decision Decision PreviousCall Rule Decision (formula field)
1 Coverage Accept
1 Exclusion Accept
1 PreviousCall Accept
2 Coverage Accept
2 Exclusion Accept
2 PreviousCall Decline Decline
If I group the report by Call ID, this resolves the issue above and using formula fields (one example given above) I can determine what each call ID was declined (if any). From then I export into excel then create a pivot table to display in tabular form. The Pivot table counts the number each Decision.Rule which has been declined as so:
Count of Coverage Declines 33
Count of Exclusion Declines 43
Count of PreviousCall Declines 25
and so on
However I have now come across a hurdle in that the number of records I am exporting into excel (2003) exceed the number allowed. Also it is too much of a manual job from start to finish, so want to achieve the same output using Crystal Cross Tabs. Initial attempts have been unsuccessful mostly due it multi counting each Call ID, thus giving an inaccurate result. If I group by call id the table displays each one within the row whereas I just want to count the declines for each Decision.rule as a whole.
Any ideas?
Thanks.
From your data source, return Call ID, Decision Rule, and Accept /Decline:
Call.ID Decision.Rule Decision.Decision
1 Coverage Accept
1 Exclusion Decline
(etc)
In your cross tab expoert, put Call.ID in the Rows, and Decision.Rule and Decision.Decision in your Columns. For the Summarized Fields, just use Count of Decision.Decision.
I believe that will get you what you are looking for, more or less. (E.g., if you only want declines, exclude Accept records...)
HTH,
Carl
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