2014-07-22 - 13676.100 - Service Request - Complete formatting and validation #CrystalReportsSupport

SERVICE REQUEST

13676.100 - Complete formatting and validation

Problem Summary

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Complete formatting and validation for 'SA190 - Order Creation Ratio for IT Scorecard' Crystal report.

Admin Info

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Purpose	Complete formatting and validation
Requested by	Mark Grzechowiak
Issue Date	07/22/2014
Resolved by	Praveen Guntuka
Resolved Date	07/22/2014
Document Status	Complete

Detailed Problem Description

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The report is already showing the requested data and has the necessary date range parameters in place; we just need to have it changed to match all the standard New Era formatting, so that it can be moved into production.

Chat with Mark G on 07/23/2014 :
Presently report is showing only high level data. We need to modify the report to show High level , Region level and Sales organization level data.

Mail from Mark G on 07/24/2014:
Praveen,

The report is now displaying the correct data but the requirement is to be able to see the information without drilling into it, Would you be able to lay the report out something like this:

Page 1

	Total	B2B	EDI	Manual	NEY	ROC	WEB
Total	238819 535,733898 100.00%	…	…	…	…	…	…
North America	186835 306096267	…	…	…	…	…	…
EMEA	…	…	…	…	…	…	…
Emerging Markets	…	…	…	…	…	…	…

Page 2

	Total	B2B	EDI	Manual	NEY	ROC	WEB
United States Sales	…	…	…	…	…	…	…
Canada Sales	…	…	…	…	…	…	…
5th & Ocean Sales	…	…	…	…	…	…	…
Latin America Sales	…	…	…	…	…	…	…
Mexico Sales	…	…	…	…	…	…	…
APAC Sales	…	…	…	…	…	…	…
Korea Sales	…	…	…	…	…	…	…
Australia Sales	…	…	…	…	…	…	…
New Zealand Sales	…	…	…	…	…	…	…
EMEA Sales	…	…	…	…	…	…	…
German Sales	…	…	…	…	…	…	…
EMEA Web Sales	…	…	…	…	…	…	…

Rename it as SA505.

Solution Analysis and Recommendations

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1. Need to check the formatting for all the objects in the report.
2. Need to replace the object if required.

Solution for 07/23/2014 :
1. Need to create Groups for Region and Sales orgs.
2. Need to create a formula for Region.
3. Need to change the cross tab column values for respective sections.

Solution for 07/24/2014 :
1. Need to create a Cross Tab for Total and Region dimensions.
2. Need to create a Cross Tab for Sales Org dimensions.
3. Need to rename the report as SA505.

Documents

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SA190 NEC CR Standard Check List.xlsx

Resolution

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1. Need to cross check with NEC Crystal Standard checklist.
2. Need to add/replace objects if required.

Solution for 07/23/2014 :
1. Need to remove the column value form the Report header Cross Tab.
2. Need to create Region formula.
3. Need to create a group on Region formula.
4. Need to add the Cross Tab on Region group header and set column value to Region.
5. Need to create another group on Sales org database field.
6. Need to place the Cross Tab on Sales Org Group header.
7. Need to hide the Sales Org Group in the details section.

Solution for 07/24/2014 :
1. Need to create a Cross Tab to show Region and total values.
2. Need to create a footer section to show the footer section in Page1.
3. Need to create a Cross Tab to show Sales Org wise data.
4. Need to suppress/Hide the section respectively.
5. Need to rename report to SA505.

Release Information

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None

Praveen,
The report is now displaying the correct data but the requirement is to be able to see the information without drilling into it, Would you be able to lay the report out something like this:
Page 1

	Total	B2B	EDI	Manual	NEY	ROC	WEB
Total	238819 535,733898 100.00%	…	…	…	…	…	…
North America	186835 306096267	…	…	…	…	…	…
EMEA	…	…	…	…	…	…	…
Emerging Markets	…	…	…	…	…	…	…

Page 2

	Total	B2B	EDI	Manual	NEY	ROC	WEB
United States Sales	…	…	…	…	…	…	…
Canada Sales	…	…	…	…	…	…	…
5th & Ocean Sales	…	…	…	…	…	…	…
Latin America Sales	…	…	…	…	…	…	…
Mexico Sales	…	…	…	…	…	…	…
APAC Sales	…	…	…	…	…	…	…
Korea Sales	…	…	…	…	…	…	…
Australia Sales	…	…	…	…	…	…	…
New Zealand Sales	…	…	…	…	…	…	…
EMEA Sales	…	…	…	…	…	…	…
German Sales	…	…	…	…	…	…	…
EMEA Web Sales	…	…	…	…	…	…	…