Linking Subreports based on group in the main report

Hello,
I have a main report that groups by department, month, and then employee name. I put a subreport in at the month and name level (it brings back statistics for a particular employee for the chosen month). The subreport is based on a completely different set of data. I want the subreport to pull just the data for the individual month and employee into that employees monthly section. How do I link the subreport? It seems like it should be pretty straightforward, but I can't get it to work. Do I need to set up groups in the subreport? I am a beginner and appreciate your help.
Thanks,
Al

How I would do it is as follows
Create a Formula Field and choose the group name e.g.
GroupName ({migsol_oppact.COMPANY})
Then link the sub report using that Formula Field

Similar Messages

Refreshing subreport data on change of group in the main report

I have created three comma delimited strings in a subreports and then introduced them to the main report. The subreports are simple with no groups. I have one subreport for Authors, one for Departments and one for Schools. This is ok if I filter the data down to one publication. If I remove the filter then I get every instance of each of the subreports. ie all authors in a comma delimited string, all departments and all schools.
I have two groups in the main report, Publication Year (Group #1) and Publication Title (Group #2). This is where I have the problem. The data coming from the subreports show all instances as mentioned above. I want the subreports data to refresh each time the group changes. I need it to only show the necessary comma delimited string for each publication, not every instance.

Hi Abhilash,
The logic has worked correctly but the performance is really poor. Is this because I have there subreports doing similar funcitons? Is this a topic for another discussion?
Also, when I try to export the report to xls data only it starts the export but then a msg comes up on the screen relating to the second formula you gave me for comma delimited strings for schools:
SAP Crystal Reports
String length is less than 0 or not an integer.
This relates to the third line in the code:
Left(schools, len(schools)-2);
It then aborts the export. Is this a topic for another discussion also?
Thanks

Can a subreport select records based on values in the main report record?

Post Author: calvin
CA Forum: General
Perhaps my understanding of a subreport is incorrect as this is the first time I've used one, but it seems to me that the subreport should be able to use the values from the main report record in its (the subreport's) operations-but my subreport doesn't seem to be working that way.In my main report, I select a set of records from a 'request' table. I have a subreport in the detail section so the subreport is processed for each of the request records. That works, but I'm simply getting the same data reported multiple times. It's as if the subreport only uses the last request record rather than the current one. Stating it this way I can see that the problem might be evaluation time-it's processing the request records first, then processing the subreport, and only then printing everything. If this is correct then putting WhilePrintingRecords on the subreport should work-but the only way I know of to do that is in a formula. Can I call the subreport from a formula? Or am I totally off-track?Thanks.

Post Author: foghat
CA Forum: General
Have you established a link(s) between your main report and subreport?When viewing the main report, click edit --> subreport links and link the 2 based on whatever values from the main report you want.

Supress details in subreport based on date ranges in main report

I am using Crystal XI R2 and am working with Human Resources Data.
The main report is grouped on and generates a list of temporary teaching positions like this:
Smith, John
     FTE_____Start Date_______End Date
      .3 ______09/01/2007______10/20/2007
      .2 ______10/05/2007 ______04/15/2008
      .2 ______04/01/2008 ______06/30/2008
The subreport (generated from a different source, but linked to main report on ) generates a list of days the employee worked as a Teacher on Call:
     TOC Date______ Portion of Day Worked
     09/05/2007______1.0
     09/19/2007______0.6
     10/08/2007______0.4
     10/09/2007______1.0
      04/08/2008______0.6
      04/18/2008______1.0
Employees are granted seniority for TOC days worked, EXCEPT when they are already employed in a Teaching position >=.4 FTE (because they are already granted full seniority for that period), so I need to be able to suppress records that fall within date ranges listed in the Main Report where the combine FTE is >=.4.
I believe this question has two parts:
1. how do I evaluate the date ranges to combine overlapping periods? Results would look like this... (I don't need to be able to see this, but I'm assuming I'd have to create a date range with the results in order to answer question #2 - but I haven't worked much with ranges.)
    FTE_____Start Date______End Date
      .3______09/01/2007______10/04/2007
      .5______10/05/2007______10/20/2007
      .2______10/21/2007______03/31/2008
      .4______04/01/2008______04/15/2008
      .2______04/16/2008______06/30/2008
2. how do I supress the TOC dates in the Subreport that fall within the start and end dates of all the employee's positions >= 0.4 FTE ? Supreport results for this example would look like this...
     TOC Date______ Portion of Day Worked
     09/05/2007______1.0
     09/19/2007______0.6
     04/18/2008______1.0
(I will sum the "portion" values and mulitply them by a constant variable to complete the seniority calculation.)
Thank you in advance for any assistance you may be able to provide!

Thanks for your help Graham, I have continued to work with this and I took the BO Crystal III course. Your suggestions gave me a sense of direction.
I was not able to share a date range array with the subreport (kept getting error messages saying "call BO" , but I WAS able to share the startdate array and the enddate array. I also shared the fte values array.
I had wanted to use a loop to check
if TOCdate in startarray[x] to endarray[x]
then ftearray[x]
and sum the new range of fte[x] values so that I could suppress any TOCdates where fte was >=0.4.   But I couldn't quite get there, I kept coming up with formulas that displayed only the first value or the last or zero.
So I used the following formula for each index (returnindex value had to be changed for each case), then added them all together.
shared datevar array startArray;
shared datevar array endArray;
shared numbervar array FTEArray;
local numbervar arraylength:= ubound(startArray);
local numbervar i;
local numbervar returnindex :=-1;
If arraylength >=1 then
if not({AAATDDET.Date} in startarray[1]to endarray[1])then
0 else
if {AAATDDET.Date} in startarray[1]to endarray[1] then
(returnIndex:= i;);
i:=i+1;
if returnindex =0 then
ftearray[1]

After changing a subreport I loose data in the main report.

Hi All,
I have a main report that has two parameter fields and two subreports linked to the parameter fields. The two subreports access the database and work fine separately. When I add the two subreports to the main report it works fine. As soon as I make a change to a subreport it works fine standalone. But as soon as I update the main report (reimport subreport) the subreport no longer returns data to the main report. To get the report to work after a change to a subreport I have to delete the subreport from main and then add it back in again.
Does anyone have any suggestions?
I am using Crystal Reports 10 and I'm totally at my wits end. I've been working with Crystal for about 5 years and this is the first time I've seen this. Maybe I'm missing something small but I just can't seem to find the answer.
Thanks for any help,
Jim

Jim:
I usually edit my subreports from within the main report. I right click the subreport and then click edit subreport. This eliminates the need to reimport the subreport. I've done a lot of work with subreports and this always works for me.
I hope this is not too late and helps you out.
Ralph

Show Subreport Name in the header part of the main Report subreport wise

Hi,
I want to create a Report which contains a collection of Subreport.
In header part of the main report I have one expression which shows specific text for specific subreport.
In Detail
I have three subreport named as
Sureport1
Subreport2
Subreport3
I have given page name for all the three subreport as subreport name.
Now I create one Main report. Where I drag one table and delete the group.
I created three rows in this tablix.
And in each textbox I have inserted one rectangle.
and place all the three subreport.
and here my expression is mentioned below.
=IIf(Globals!PageName Like "Subreport1","Subreport1",
IIf(Globals!PageName Like "Subreport2","Subreport2",
IIf(Globals!PageName Like "Subreport3","Subreport3","")))
This expression is working when I am placing all the subreports inside separate rectangle but not working when I am placing all three subreports in one tablix.
For both case it is showing in report designer window but in second case it is not showing in the pdf.
Thanks,
Aswini Rout

Hi,
As the description, I understand that you want to display the subreports’ name on the page header of the main report. When the page display a subreport, display the corresponding subreport name in the header part of the main report.
Base on my understanding, you should have page break on each subreport(suppose you add the subreports without Rectangle) since there is no group in the main report and there should not be a page break in the main report. If I have misunderstood, please correct
me.
I was not able to reproduce the issue currently. How did you define the page name of your main report. If it is possible, please upload your rdl file to your OneDrive and share the link here. You can also capture the screenshot so that I can understand the
problem in more details.
Thanks.
Tracy Cai
TechNet Community Support

How to add a sub report at the end of the main report whilst grouped

Hi!
I have a main report that is grouped by the Customers name and then details of transactions they did with the company.
I need to add a letter at the end of each group for each customer (With their name displayed in the letter). I tried adding a sub report in the report footer, but it only appears once at the end of the report, rather than at the end of each group for each customer.
How can I achieve the desired result?
Regards
Vik

Vik,
You are on the right track with the sub-report.
1. Create your letter in a separate report.
2. Add the Letter Report to your original report as a sub report in the group footer.
3. Set the report links on the "Group By" field.
This will give you a letter record for each report record with the same grouping as the main report.
Hope this helps,
Jason

Get data in a subreport based on a shared variable from the main report.

Goodd morning,
My question/problem is how to manage this scenario.
I am transfering 2 shared variables (pereiod from /period To, ) from the main report to a subreport and now i would like to get data in this subreport based on these 2 variables...
The problem is that i can not find the shared one in select expert icon...
Could anyone point me to solve this issue?
Thks for any help.
Jose Marin
Crystal Report XI SR3

Hello Jos,
I recommend to post this query to the [Crystal Reports Design|SAP Crystal Reports; forum.
This forum is dedicated to topics related to the creation and design of Crystal Report documents. This includes topics such as database connectivity, parameters and parameter prompting, report formulas, record selection formulas, charting, sorting, grouping, totaling, printing, and exporting but also installation and registering.
It is monitored by qualified technicians and you will get a faster response there.
Also, all Crystal Reports Design queries remain in one place and thus can be easily searched in one place.
Best regards,
Falk

How to develp a subreport in the same page of the main report and processed when is called

SSRS 2012
Hi guys,
I am developing a report that includes a subreport.
therefore The report is made up by 2 sections:
1) Show a grid (several rows - may be 100 or more - and some columns). It represent high level info (Each row represent a specific item)
2) The user click on a Row/column (eg: Item1, to see details that must be shown as graph.
Here the problem: Searching info about SSRS reporting for subreports, drilldown, nested report and so on, no ones accomplish the requirements for the following reasons:
1) Subreports: NOT open in the same page. The user must <go back> to see detail for other items, such as Item 2....
2) Nested and DrillDown: Process data as the Main report (they are hidden and displayed after user action). In my case this leads to performance problem, because: if the main report has 200 objects (it means 200 graphs processed and hidden at the same time
for the main reports).
3) DrillThrough and Subreport: The detail data are processed only when the user select the interested item in the main report. Here the problem: the report is shown externally.
Please, it there any possibility to have a subreport (or anything else) to be executed in the same report as the main report and processed only when the user make action?
Thanks for your help.

Hi Fasttrack2,
According to your description, there is a main report with more than 100 rows of summary information, when users click the item of the row, the report need to jump to detail information shows as graph. The problem you are facing is that you are not sure
subreport, drilldown or drillthrough report should be used? You hope to set display detail information in the main report and keep high performance of report.
In Reporting Services, each subreport instance is a separate query execution and a separate report processing task. Subreports are recommended when there are just a few subreport instances. We should not use subreports inside a group when there are many
group instances, instead, consider using drillthrough reports. Drilldown reports process all data even when the data is first hidden. In order to improve the performance of the report, we can split drilldown reports into parameterized drillthrough reports,
because Drillthrough reports do not run until a user clicks the drillthrough link in the main report.
In this case, we can consider using drilldown or drillthrough report. In drilldown report, when we click a plus or minus button to expand or collapse a section of a report, the detail data will be displayed in place. By using drillthrough report, when we
click the link in the main report, the detail data will be displayed, we can come back to the main report by click return button in the drillthrough report.
Reference:
Troubleshooting Reports: Report Performance
Drillthrough, Drilldown, Subreports, and Nested Data Regions
If you have any more questions, please feel free to ask.
Best Regards,
Wendy Fu
If you have any feedback on our support, please click
here.

Subreport data use to group Values in Main Report

Hello,
I create a Subreport in my header to calculate values, the formula is based on a specific sorting and comparison of previous values.
In my main report I need to Group my values depending on the result. Because the group I will made on the Main Report can't be the same sorting of the SubReport.
SUB-REPORT
1 Paris (result "Capital")
2 Lille (result "Same Country of Paris")
3 Lyon (result "Same Country of Paris")
4 London (result "Capital")
5 Manchester ("Same Country of London")
MAIN-REPORT
Group
- CAPITAL (Paris, London)
- Same Country of London (Manchester)
- Same Country of Paris (Lille, Lyon)
My issue, is that I don't know how to group values on MainReport based on a formula Result of the SubReport
OR, may be there is a way to search on value in the sub-report ?

You can't use a shared variable to group on from a sub report in the main report since a shared variable evaluation time is done whileprintingrecords.
Try using a SQL expression to return the same result as the subreport would. You can then group on the SQL expression
Edited by: Zilla Eh on Jan 15, 2009 6:39 PM

Subreports won't show when put inside a tablix in the main report

I have a main report containing 5 subreports. My ultimate goal is to have a header with an image in it to only show within 2 of the subreports. I'm trying to achieve this by using a tablix and putting all of my subreports into the tablix on the main report,
and putting the image into the header of the tablix and using a hide/show query based on subreport name.
The problem is that when I put the subreports into the tablix and upload it to CRM it won't display at all. If I remove the tablix the subreports will run and display perfectly. Can anyone tell me what I'm missing here or an alternative if there is an easier
way to achieve what I want?
Thanks.

Hi Ssizz,
Per my understanding your are experiencing the issue with the subreport which added to the tablix not displayed after upload to the CRM, right?
I have tested on my local environment and try to reproduce your issue but failed.
The issue can be caused by many factors, could you please try to provided us more details information according to questions below, and we will be more effective to give an solution:
Did the issue occurred only when your upload the main report to CRM, and Is there any error message,such as "Subreport Could Not Be shown"?
Did you run to check all the subreports and the main report which include the tablix with the 5 subreports in both the designer and the CRM one by one? Did they all running with no error?
Did you have add any parameters in the subreport and the main report, if did, please check if all the parameters work fine in the designer.
You have mentioned that when you remove the tablix, the subreports will run perfectly, Is that mean you put the subreport outside the tablix and have a test then all works fine? in the designer or in the CRM?
Please also take reference to the solution of some possible factors:
1. If you got the error "Subreport Could Not Be shown" only in the CRM and all works fine in the designer, the issue can be caused by the relationship between parent report and sub report got disturbed and CRM doesn't able to link these sub reports.
From Reports section select the sub report and click on edit
Remove the value in Parent Report look up field
Map Parent Report again
Re-publish the reports. Below steps will help us in publishing the reports again
Open command prompt on CRM application server
Go to Microsoft Dynamics CRM\Tools folder
PublishReports.exe NameOfYourOrg
Ex: C:\Program Files\Microsoft Dynamics CRM\Tools\PublishReports.exe mytestcrm
If the above setting still doesn't work, please try to delete both the subreport and main report in CRM and try to upload once again, If it possible, please first redesign the main report in designer.
Similar thread for your reference:
http://blog.customereffective.com/blog/2008/07/resolving-error.html
https://social.msdn.microsoft.com/Forums/en-US/60542d2e-c888-442f-9b8a-5ed779f7e3d9/crm-reports- error-subreport-could-not-be-shown?forum=crm
Article about details setting with main report and subreport in CRM:
http://dynamicscrmgirl.wordpress.com/2014/06/29/crm-2013-ssrs-report-and-sub-reports/
2. Another alternative method is using an rectangle instead of the tablix to put the subreports, you can use this to see if the problem still exists.
Any problem, please feel free to ask.
Regards
Vicky Liu

How to make a common parameter for two subreports in the main report.

Hi,
I have a crystal report which has 2 subreports in it. Both the subreports have the same code and I need to create a parameter for Project Cost in both the subreports for filtering the data.
When i create the same parameter in both the subreports, i see two parameters with same name on my prompt page while refreshing the report. however I just want 1 parameter on my prompt page and data should get filtered in both the reports.
Can anyone please suggest something, How can I do that? is there a way for sharing same parameter between two subreports?
Thanks!
Neha.

hi Neha,
here's how to do this:
1) create a new parameter with the same name on the main report
2) right click on your first subreport and choose Change Subreport Links
3) in the Field to Link To list drag over your new main report parameter
4) open the Subreport Parameter Field to Use select menu and choose your subreport parameter
5) repeat steps for the 2nd subreport
now you'll only get prompted once.
cheers,
jamie

How to use a subreport field as selection criteria for the main report

Dear All,
 I created a report with one subreport and im comparing information from both reports but i need to apply selection criteria in the main report using one of the fields in the subreport, the problem is that the subreport field doesnt appear in the select expert screen. By any chance, someone knows how make a subreport field be used by the select expert.
Thanks,
Martha Medrano

Dear Dom,
 I created the subreport table called IIM (748 items) in sql in the main report as you suggested with the below code:
SELECT "IIM"."IPROD", "IIM"."IDESC", "IIM"."IID"
FROM "S102F360"."BPCS405CDF"."IIM" "IIM"
WHERE NOT ("IIM"."IDESC" LIKE 'GEN%' OR "IIM"."IDESC" LIKE 'OBS%') AND "IIM"."IID"<>'IZ' AND "IIM"."IPROD" LIKE '3%'
and i have another table called ITEM_MASTER (3221 items):
SELECT "ITEM_MASTER"."ITEM_ID", "ITEM_MASTER"."DESCRIPTION"
FROM "WHSPRO"."dbo"."ITEM_MASTER" "ITEM_MASTER"
ORDER BY "ITEM_MASTER"."ITEM_ID"
and im trying to display all items in the ITEM_MASTER table that are not in the IIM file but i haven't been able to accomplish this, i am using as primary the ITEM_MASTER table with 'Inner Join' as Join Type, and '!=" as Link Type. Do you have any ideas on how can i display the requested items.
Thanks for your help

How to stop to display the main report page header in the subreport!

Hello all,
I have an existed report that display the CR page header on every page of the report. Now I added another subreport into report footer without using link. How do I stop to display the main report page header and display the subreport in the new page with subreport header only? I really appreciate your time to help me out on this issue. Thanks.

Hi,
I tried to supress the page header with (onlastrecord and TotalpageCount > 1) condition, but the last page of main report without page header. I still like the page header display on last record, but not on the subreport only. How do I get it? Thanks in advance.

Ondemand subreport or a drilldown, I want the content to appear in the same tab that is in the main report

When I click on the ondemand subreport or a drilldown, I want the content to appear in the same tab that is in the main report itself. How to make this work? As of now it opens up a new tab for drilldown or ondemand subreport? How to make this work? I want any expert here to throw some light on this?Plz mail me at [email protected] 

I fixed this problem. It was pretty easy.
First, in the address bar, type in " about:config " .
When it asks if you are sure about making changes & it may void the warranty, click "yes--I promise I'll be careful" or something along those lines. (I heard there is no warranty, & it's just a joke)
Once you get to the new screen, find " browser.link.open_newwindow "
You will see the # 3 on the same line. Change that value to 1.
Wah-la! :)
http://kb.mozillazine.org/Editing_configuration
http://kb.mozillazine.org/Browser.link.open_newwindow

Linking Subreports based on group in the main report

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