| Custom Lookups in GP Reports Viewer
How and why to create a custom lookup in GP Reports Viewer |
 GP Reports Viewer includes a number of pre-installed lookups for some frequently used parameters on reports, such as Customer ID, Vendor ID or Inventory Item Number. If you have one of these as a parameter on your Crystal Report, you can simply pick it from the list of lookups when setting up your reports in GP Reports Viewer. But what if your report uses a parameter that is not available or is a static parameter, like months of the year? To handle this you can create an unlimited number of custom lookups in GP Reports Viewer. The detailed steps to create lookups are in Chapter 3 of the GP Reports Viewer User Guide, but here are the basics:
- Go to Tools > GP Reports Viewer > Lookups
- Enter a Lookup Name
- Choose if the Lookup is Static or Dynamic (static is a list you provide, dynamic is something linked to a SQL table, view or stored procedure)
- Define the column headings and types (up to 3 columns are available)
- For a Static Lookup, enter the values available
- For a Dynamic Lookup you can choose whether to use a SQL table (or view) or stored procedure for the data and whether the data is in the database the user is running the report against or another database, enter up to 3 columns of data and an optional SQL WHERE clause
- Click Save or Test Lookup to immediately test the lookup and see what it will look like for users
The custom lookup is now available to use with any of your reports.
|
Running Totals
How to get a total that's not quite a subtotal |
 Running totals are a great way to show totals that have a different calculation than a subtotal without having to write additional formulas.
Here is an example: You have a list of unapplied vendor transactions grouped and subtotaled by vendor class. For each vendor class you also want to show the total credit limit. The credit limit is stored at the vendor level and because you could have more than one transaction per vendor in your details, you cannot simply subtotal the credit limits for all the detail lines. Here are the steps to create a running total for the credit limit by vendor class:
- Right click on the credit limit field in the detail section
- Choose Insert > Running Total
- Choose a name for the running total
- Change the Evaluate setting to 'On change of field' and enter the vendor ID field (example: PM00200.VENDORID)
- Change the Reset setting to 'On change of group' and choose the vendor class group (example: Group #1: PM00200.VNDCLSID)
- Click OK
- Go to Report > Record Sort Expert and make sure that your details are sorted by the vendor class group, then by Vendor ID
- Click OK
Now your running total will add the credit limit for each vendor only once and show the total on the vendor class group footer. |
| This Month in IT History
By: Joseph Puntasecca |
 In October of 1993 the Great Plains Help Desk was officially opened and in two days took on the monstrous task of responding to 1,043 calls surrounding hardware, software, network and telecommunications questions and problems.
Then in 1997 the first Great Plains Accounting Message Center person was hired and the Message Center was decentralized to the various support teams. |
