Not sure how to go about grouping this...

Question

Hello all and thanks in advance for any help you can offer. I'm sorry if this is a bit long winded, but I'm at my wits end.
I'm using CRXI with SQLserver2000. I'm comfortable with SQL but new to CR which may be causing my problem.
I've been asked to create a report of accounts closed, by salesperson for the prior 60 days. In addition, I need a count of new accounts brought in by those same salespeople during the same 60 day period. Individually, these two are not the issue.
The third part is to create a count of new account statii by each sales person for the same new sales so the report would look a bit like this:
Name     Accounts Closed Since 6/21/08     New Accounts Since 6/21/08
SJohnson          10                    30
Status:
Open: 16
Closed: 4
Pending:9
Declined:1
JSmith          2                    16
Status:
etc.
etc.
It's the statii that are causing the trouble because they are all contained in the same field in our data. We'll call it: customer.dbo.info.CurrentStatus.
There are 7 possible statii: Open, Closed, Declined, Deactivated, Discarded, Pending and ReOpened.
I can get the sales data out of our sales dbase easily enough, and the statii from our customer data through SQL:
select S.sRep as Rep, C.CurrentStatus as Status, count (*) as Count
from sales.dbo.info A
inner join customer.dbo.info C on S.pkSalesCallID=C.fkSalesCallID
where
S.SalesCallDisposition='Sold'
and
S.dtSold>'6/21/08'
group by S.sRep, C.CurrentStatus
order by S.sRep
For the closed we have customer.dbo.table.customer.dtClosed This table also includes.sRep so finding the rep, the date closed and the count of the closed is no problem.
select C.sRep as Rep, count(*) as Count
from customer.dbo.info C
where c.sStatus='Closed'
and c.dtClosed>'6/21/2008'
What I can't figure out is how in the world to make Crystal Display the data correctly. No matter what configurations, groupings, summaries or counts I try, I keep getting a huge mess when I try to add the various statii in the various sections of the report.
I get Command as a view (I think) that has 3 columns. Rep, Status and Count.
Then Command_1 that has Rep and Count. I don't really need that status here because it's only "Closed"
I would think I'd be able to have my group1 be Rep and drag the Rep column out of the field viewer and that would give me my Rep Name. Then drag out Command_1 Count right beside it to get my Closed count. So far so good. This actually works just fine.
But if I create a group 2 and summarize by count and try to drag out Status into the Group2 Header, I only get the first of the list, usually closed. If I drag it into the detail, I get something like:
Closed      4
Others     2
Others     2
And I have ABSOLUTELY no idea why. There is no "others" status in our system.
Anybody have a clue?
Thanks again for the help!

Answer 1

Hi Mike,
From the sounds of it,  in Crystal Reports:
1. You should create a group on "Sales Person" (Insert|Group)
2. For the totals on statii,  you can place those fields in the Details section and insert a summary (right-click on the field and Insert Summary) or create a Running Total (in the Field Explorer).
3.  For the date range you can either insert a date parameter (in the Field Explorer) and add it to the record selection formula (Report|Selection Formulas|Record...)  or you can hard code the date in the record selection formula.
The above is a quick overview of how I interpret the requirements for your report.
Regards,
Wallie