Looking for alternative formulas to suppress duplicates through Section Expert

Question

I'm using version 14.0.2.364 CR and having trouble building a customized treatment plan report for our case workers to manage to filter out duplicates. I'll do my best to give a layout and criteria:
GH: CDCLIENT.SAI_ID    STAFF.SORT_NAME
Case #
First Name
Last Name
Home Phone
DOB
Tx Plan Start Date
Tx Plan End Date
CDCLIENT.CASE_NUM
CDCLIENT.FIRST_NAME
CDCLIENT.LAST_NAME
CDCLIENT.PHONE
CDCLIENT.DOB
PLAN.BEG_DATE
PLAN.END_DATE
GF: CDCLIENT.SAI_ID    STAFF.SORT_NAME
The problem is that when pulling data for each client, it will bring forward all their tx plans, but I just want to show the newest one. I was inclined to go to section expert > Select Details > Suppress (No Drill down) and in X-2, put the following:
if {CDCLIENT.CASE_NUM} = next({CDCLIENT.CASE_NUM}) then true else false
This will suppress duplicate records ONLY if I have this sorted by Case #. The problem is, we want to sort by Tx Plan End Date, so case workers can identify which clients are coming up for expiring tx plans. The way the data is stored, I have the first 5 columns from one table, and the last two in another. I also tried to format the field, go to "Commons" on CASE_NUM and choose Suppress (if Duplicated) in combination with the Section Expert, but it was still pulling both if I have it the sort order start at PLAN.END_DATE.
Is there a way to preserve the most recent begin / end date and suppress any duplicates without sorting it by case #?

Answer 1

Jamie Wiseman wrote:
or in the case of your report use this as the suppression formula...sorry again about the original code.
{AZCLPLAN.BEG_DATE} <> maximum ({AZCLPLAN.BEG_DATE}, {CDCLIENT.SAI_ID})
The problem with this suppression is that for each Case Worker (Group) it is only pulling one client record forward, thus suppressing all other multiple unique clients associated with this caseworker.
What my original report (before your suggestions is this):
Case Manager Name (group CDCLIENT.SAI_ID)
CDCLIENT.CASE_NUM
CDCLIENT.FIRST_NAME
CDCLIENT.LAST_NAME
CDCLIENT.PHONE
CDCLIENT.DOB
PLAN.BEG_DATE
PLAN.END_DATE
1
Client A
Client A
111-111-1111
01/01/11
01/01/2013
01/01/2014
2
Client B
Client B
222-222-2222
02/22/22
02/02/2013
02/02/2014
3
Client C
Client C
333-333-3333
03/31/33
03/03/2013
03/03/2014
1
Client A
Client A
111-111-1111
01/01/11
01/01/2014
01/01/2015
4
Client D
Client D
444-444-4444
04/04/44
04/04/2014
04/04/2015
Notice, it finds two records for Client A, because they are an existing client that needs continuous treatment. The caseworker doesn't need to see the older record for Client A, but also needs to see all other unique records.
I basically want it to suppress the first row (older treatment plan) for Client A and have it display like this in conjunction with all other unique clients:
Case Manager Name (group CDCLIENT.SAI_ID)
CLIENT.CASE_NUM
CDCLIENT.FIRST_NAME
CDCLIENT.LAST_NAME
CDCLIENT.PHONE
CDCLIENT.DOB
PLAN.BEG_DATE
PLAN.END_DATE
2
Client B
Client B
222-222-2222
02/22/22
02/02/2013
02/02/2014
3
Client C
Client C
333-333-3333
03/31/33
03/03/2013
03/03/2014
1
Client A
Client A
111-111-1111
01/01/11
01/01/2014
01/01/2015
4
Client D
Client D
444-444-4444
04/04/44
04/04/2014
04/04/2015
What your Section Expert + Summary Code did, was essentially this:
Case Manager Name (group CDCLIENT.SAI_ID)
CLIENT.CASE_NUM
CDCLIENT.FIRST_NAME
CDCLIENT.LAST_NAME
CDCLIENT.PHONE
CDCLIENT.DOB
PLAN.BEG_DATE
PLAN.END_DATE
4
Client D
Client D
444-444-4444
04/04/44
04/04/2014
04/04/2015
Maximum
04/04/2015
Let me know if this is possible.