R09 - Advanced Reporting Custom Expressions and Criteria (MCU)
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The document provides an overview of creating custom expressions and defining fixed criteria in report generation. It details the steps for utilizing expressions to calculate cost increases and manipulate date formats, along with practical examples and hands-on exercises. Additionally, it explains how to apply fixed criteria for filtering data in reports, showcasing various scenarios for work order management.
![MC University
Run your newly copied Report and
navigate to the Report Setup
Find the [WO] Requested field in the
Available and add it to the Display fields
Building Custom Expressions: Hands-On (cont’d)](https://image.slidesharecdn.com/r09advancedreportingcustomexpressionsandcriteriamcu-141226170729-conversion-gate02/85/R09-Advanced-Reporting-Custom-Expressions-and-Criteria-MCU-19-320.jpg)
![MC University
Add [WO] UDF Field 10 as the
placeholder field
Select [WO] UDF Field 10 in the Display
fields list and click Edit
Building Custom Expressions: Hands-On (cont’d)](https://image.slidesharecdn.com/r09advancedreportingcustomexpressionsandcriteriamcu-141226170729-conversion-gate02/85/R09-Advanced-Reporting-Custom-Expressions-and-Criteria-MCU-20-320.jpg)
R09 - Advanced Reporting Custom Expressions and Criteria (MCU)
- 1. MC University R09|Advanced Reporting: Custom Expressions and Criteria
- 2. MC University Custom Expressions Defined Fixed Criteria Defined Agenda
- 3. MC University Custom Expressions Overview Calculate Increase in Cost Example Convert Date Field Example Custom Expressions Defined
- 4. MC University Custom Expressions are used to modify format of a field or perform calculations Examples of Custom Expression uses: • Remove time stamp from a date field • Change display case (e.g. all UPPERCASE) • Calculate elapsed time (e.g. days open or time taken to respond) Custom Expressions Overview
- 5. MC University Steps to create Custom Expressions: • Determine which field to base expression on • Select field to use as placeholder • Adjust label for Report column • Select Custom Expression? indicator • Create and enter Custom Expression Custom Expressions Overview (cont’d)
- 6. MC University Custom Expressions are not case sensitive Common Expressions include: • DATEDIFF • GETDATE() • CONVERT Custom Expressions Overview (cont’d)
- 7. MC University Custom Expression Examples: Custom Expressions Overview (cont’d) Description Expression Upper Case a Field Value UPPER(WO.Reason) Days Work Order Open since Requested Date DATEDIFF(day,WO.Reque sted,GETDATE()) Hours to Issue Work Order DATEDIFF(hour,WO.Reque sted,WO.Issued) Date Returned without Time Stamp LEFT(WO.Requested,12) Adding two field values together (e.g., Work Order Labor Cost + Work Order Parts Cost) WO.CostLaborActual+WO. CostPartActual
- 8. MC University In this example an Inventory report will use a Custom Expression to calculate the costs of re-ordering with a 10% increase in cost Calculate Increase in Cost: Example
- 9. MC University Determine field name to base expression on and select placeholder field: Calculate Increase in Cost: Example (cont’d)
- 10. MC University Enter Custom Label for placeholder field and appropriate Field Type: Calculate Increase in Cost: Example (cont’d)
- 11. MC University Set Custom Expression control to Yes and enter expression into Custom Expression Box: Calculate Increase in Cost: Example (cont’d)
- 12. MC University Result on Report will show forecasted price: Calculate Increase in Cost: Example (cont’d)
- 13. MC University In this example an Open Work Order List report will be used to convert the WO.Requested date and time format to only show the date Convert Date Field: Example
- 14. MC University Determine field name to base expression on and appropriate field type: Convert Date Field: Example (cont’d)
- 15. MC University Set Custom Expression control to Yes and enter expression into Custom Expression Box: Convert Date Field: Example (cont’d)
- 16. MC University Result on report will show only the WO.Requested date (no time): Convert Date Field: Example (cont’d)
- 17. MC University Now let’s practice creating a test Report and adding a Custom expression to show how many days a Work Order has been open since the Requested Date! Building Custom Expressions: Hands-On
- 18. MC University Access the Reporter and copy the Open Work Order List Enter a unique Report Name • Example: “Open Work Order List with Custom Expression – Initials – Date” Building Custom Expressions: Hands-On (cont’d)
- 19. MC University Run your newly copied Report and navigate to the Report Setup Find the [WO] Requested field in the Available and add it to the Display fields Building Custom Expressions: Hands-On (cont’d)
- 20. MC University Add [WO] UDF Field 10 as the placeholder field Select [WO] UDF Field 10 in the Display fields list and click Edit Building Custom Expressions: Hands-On (cont’d)
- 21. MC University Enter Days Open into the Field Label (Custom) prompt Select Numeric from the Field Type (Custom) dropdown Building Custom Expressions: Hands-On (cont’d)
- 22. MC University Click the Yes control in the Custom Expression? Field prompt Enter the following expression: • DATEDIFF(DAY,WO.REQUESTED,GETDATE()) Building Custom Expressions: Hands-On (cont’d)
- 23. MC University Apply all changes Report will appear similar to the following: Building Custom Expressions: Hands-On (cont’d)
- 24. MC University You have now succesfully completed creating a test Report and adding a Custom Expression! Building Custom Expressions: Hands-On (cont’d)
- 25. MC University Fixed Criteria Overview Work Order Completion Date Example Common Fixed Criteria Fixed Criteria Defined
- 26. MC University Fixed Criteria uses: • Criteria can be hidden from end users • Meaningful filters are placed on data • Complex data relationships can be specified Fixed Criteria Overview
- 27. MC University Defined Fixed Criteria appears at top of Report Criteria Dialog: Fixed Criteria Overview (cont’d)
- 28. MC University Additional Fixed Criteria added from Advanced tab of Report Setup • Added to Where (SQL) field Fixed Criteria Overview (cont’d)
- 29. MC University Description Expression On an open work order report, show only work orders that are overdue. WO.IsOpen=1 and WO.TargetDate<Getdate() On a closed work order report, show only work orders that took more than 10 days to complete. WO.IsOpen=0 and DATEDIFF(DAY,WO.Requested,WO. Complete)>10 On a closed work order report, show all work orders that have no value in the “Problem” field. WO.IsOpen=0 and ProblemID is null On a closed work order labor report, show only “actual” labor hours (exclude any estimated labor hours). Actual labor records are recorded with a WOLabor.RecordType of “2”. WO.IsOpen=0 and WOLabor.RecordType=2 Common Fixed Criteria
- 30. MC University In this example a Closed Work Order List report is used to show Work Orders that have taken greater than 10 days to complete Work Order Completion Date: Example
- 31. MC University Logical field(s) are added to Display for clarity of data presented: Work Order Completion Date: Example (cont’d)
- 32. MC University Expression is entered into the Where (SQL) field: Work Order Completion Date: Example (cont’d)
- 33. MC University Requested and Complete fields help double-check report data once report is run: Work Order Completion Date: Example (cont’d)
- 34. MC University Now let’s practice utilizing Fixed Criteria to create an Open AND Closed Work Order Report! Utilizing Fixed Criteria: Hands-On
- 35. MC University Select the Open Work Order List and copy this base report Enter a unique Report Name • Example: “Open AND Closed Work Order List using Fixed Criteria – Initials – Date” Utilizing Fixed Criteria: Hands-On (cont’d)
- 36. MC University Navigate to the Report Setup Select the Advanced tab SQL Structure sub-tab Utilizing Fixed Criteria: Hands-On (cont’d)
- 37. MC University Remove WO.IsOpen=1 from the Where SQL Utilizing Fixed Criteria: Hands-On (cont’d)
- 38. MC University Apply changes Both open and closed Work Orders will appear on the report: Utilizing Fixed Criteria: Hands-On (cont’d)
- 39. MC University You have now succesfully completed creating an Open and Closed Work Order Report using Fixed Criteria! Utilizing Fixed Criteria: Hands-On (cont’d)