Creating a new field based on conditions
I have a database that tracks insurance information for our various vendors.
Each insurance type has 2 fields - a requirement field (yes/no), and an
effective field (some show an expiration date, some are yes/no). I have
created a query that will return only the records for which insurance is
required but is expired/missing. My problem is that I want to create a new
field that is calculated based on the values in the other two fields in order
to make the resulting report more user-friendly.
For example, if GLRequired is True and GLExpiration is <Now(), I want the
new field to say...parsing a date and time field #2
I am having trouble parsing the date and time in a field. I download
data from a data base and the date and time come together in one
field. I want to seperate the two. The date and time comes across as
the following: "2/1/2009 14:37" in the cell. When I parse it, it
seperates into three columns as follows: "2/1/2009", 2:37 AM", and
"PM" I can see what is going on but I would like to get two columns
with one as the date and the other as the correct time. are they any
ideas on how to address this?
Try using the TimeValue and DateValue functions.
First format ...Excel, how do I change the column headings from letters to number
I have a spreadsheet that has numbered columns as opposed to the standard
letters. How can I change this back to letters?
Go to the Tools menu, choose Options, then the General tab.
There, uncheck the R1C1 reference style setting.
Microsoft MVP - Excel
Pearson Software Consulting, LLC
"lazybee" <firstname.lastname@example.org> wrote in message
>I have a spreadsheet that has numbered columns as opposed to the
> letters. How can I change this ...Report.SalesPlusTax
I don't know if you guys have ever try to show the total tax sale on the z
report, but when i make the modified on the z report it came out that the
total tax is 0. It didn't show me anything, i don't know if the script is
wrong or the script is not working for RMS V1.3?? Has anyone ever tried
<ROW> "Taxable Sales|" Report.SalesPlusTax </ROW>
...Use Form to prompt for report criteria
I have a form that I am using to prompt for report criteria. When I run the
query outside of the form, it works fine - prompting me for both criteria.
However when I run from the form, I get #Error#. Can you see what I am doing
wrong? Thanks in advance.
I have two combo boxes that I have put in my underlying query. In the
fields of the query are:
[Forms]![frmSelection Criteria Form]![OfficeNumber]
[Forms]![frmSelection Criteria Form]![Manager]
On the OnClick event is the following:
Private Sub Command6_Click()
On Error GoTo Err_command6_Click
Dim stDocName As String
Is it possible in 3.0 to have one set of screens appear for one group of
users and another set for another group. For instance, could our
service people only see the service screens while our sales people only
see the sales screens? I know I can restrict access to different areas,
but we want to have a totally different look and feel for each group...
Sorry - I dont believe this can be done
"Matt Harvey" <email@example.com> wrote in message
> Is it possible in 3.0 to have one set of screens appear for one group of
>...Report CRM 3.0
I would need to find out the detailed procedure (step by step) to customize
Could anybody inform about any links or documents concerning this issue?
I'm not sure if it's detailed enough, but the technical training manual has
a section on creating and customizing reports. You can find it here:
Jeffry van de Vuurst
"Marco Rocca" <Marco Rocca@discussions.microsoft.com> wrote in message
news:CEF80683-EC26-456C-82C...too many "inherited" custome headers and footers
It seems that somehow I have "inherited" custom headers
and footers from someone else's workbook. They have
filled up almost all the allocated spaces in the drop-down
selection list and pre-empt me from adding more than two
custom headers/footers of my own. I need to add at least
four new custom headers to the list.
Is there some way to delete all the "inherited" custom
headers and footers?
...Extract text from field
If you have a filed that contatins the following data:LastName, FirstNameWhere LastName has varing lengths. Can you run an update query to obtain just the LastName part of the field? If so, what would be the command?Many, many thanks in advance. On Tue, 6 Mar 2007 14:09:45 -0500, "Mary M" <none@no_email.com> wrote:>If you have a filed that contatins the following data:>>LastName, FirstName>>Where LastName has varing lengths. Can you run an update query to obtain >just the LastName part of the field? If so, what would be the command?>>Many, many thanks in...CRM 4.0 Custom Report Filter Problem
I am using the Report Wizard to create a simple report.
Report is using Quotes and Quote Products
I have a custom field in Quote Products which is a bit field Yes-No
When I use that field as a filter for report output, I get all records. The
filter criteria appears to be ignored
Is this an inherent problem with Report Wizard or Am I doing something
depends on your business logic and what you want to see.
If you have three quotes:
Quote-1 has three products, all with the custom field set to Yes
Q2 has three products, two set to Yes, 1 to No
Q3 has three products, all set...stock variance report
Is there any way to edit that stock variance report at HQ? There are no $$
values and this is quite important at HQ.
How do others work with this?
Create a custom report using the Quantity Discrepancy List as a template,
add the SnapShotCost, SnapShotLastCost and/or SnapShotReplacementCost column
from the ItemDynamic table times the qty difference.
"Ivan Brebner" <firstname.lastname@example.org> wrote in message
Is there any way to edit that stock variance report at HQ? There are no ...Customizing Excel's Border Defaults
I'm working with Excel 2000 and use Borders frequently.
The preset default border is a thin line, yet I prefer
and always change it to the thick line. How can I change
the Excel default to the thick line rather than the thin
line? I know it's a small problem, but it's driving me
crazy changing it all the time. In WORD, I know how to
easily "add style default to template", but can't figure
it out in Excel. Any help is greatly appreciated!
...Can you create custom activities? MSCRM 3.0
Is there a way to create a new custom activity instead of customising an
existing one? I have created a custom entity called 'Chat' utilising an
IFRAME. All works well but this entity really should be an activity
considering it's properties.
In fact I've just been introduced to MS-CRM 3.0 and don't really understand
what the difference is between an entity and activity. Would anyone shed the
light for me?
BTW, I think 3.0 looks great. Gotta admit it's improved.
In my experience, you cannot create custom activities. In fact, I have been
dire...reading and displaying memo fields
I got an ODBC database with a memo field. Now I use a CRecordSet in
VC6 to read the database with CLongBinary for the memo field. After
reading 18 fields he's out of memory.
Is there a way to use CString instead of CLongBinary, cause it's only
text in the memo fields (I already tried, but then I get an error
message that the database could not be read)? Or is there a way to
read all other fields first and only read the memo field when the user
choose a specific item in the database?
Thank you for helping me!
...IM error ADO field is nothing
I am trying to do an import for manual payroll checks. I have used the same
set up as is used in the sample but I recieve the above error. It also says
0 integrations failed.
I can't find anything in knowledgebase.
Thanks for any help.
Open IM, select your integration, double-click on Mappings. Click on the
Transactions collection, then click on the Options tab. You will want to make
sure the Record Source option rule is set to Use Source Recordset and that
the Source is set to your source query.
If the above is defined properly, then you will want to make sure you a...Reminder Time vs Due By Field
I'm using O2003. For a contact, there is the Due by Field. There is
also a Reminder Time field. If you update the Due By field, it updates
the Reminder Time field. However, if you update the Reminder Time
field, it does not update the Due By field. By default for a contact,
you have access to the Due By field. The Reminder field is avaialble,
but you have to manually add it.
In Tasks, it seems to work the same in that if you update the Due By
field, it updates the Reminder Time field. However, if you update the
Reminder Time field, it does not update the Due By field.
However, you have a...Report Filter focus
I am experiencing an issue with the report filters in RMS. It is not a
show stopper, but annoying.
When I launch a report in SO Manager on a win XP machine, RMS version
1.3, the report filter is there, but the correct field is not selected
and the filter under Filters is not selected. When this happens and I
want to change the filter, I first need to click on the Filter itself
in the bottom box and then select the correct field out of the Fields
list, then change the Value. Is there anything I can do to fix this?
To use a real report as an example, When I run the Detailed Sales
rep...Field mapping for Appointments in filtered views
I’ve been looking at this for ages but cannot find the field for Contact for
an Appointment in the filtered views.
Regarding is dbo_FilteredAppointment.regardingobjectidname and is also in
dbo_FilteredActivityPointer.regardingobjectidname with a foreign key of
Optional seems to come from dbo_FilteredActivityParty.partyidname with a
foreign key of dbo_FilteredAppointment.activityid
Does any one know where the Contact for the Appointment get stored?
Also a link to a ER diagram for 3.0 or a mapping resource would help me from
unnecessary trawling throu...Excel number formatting #2
I receive spreadsheets with separate columns of numbers
and text. The problem is that the numbers column is not in
number or general format (when sorting behaves like text).
Is there a way to turn those columns into numbers (except
stepping into each one separately)? When I just highlight
the number in the cell and hit enter, the cell
automatically becomes numeric (I'm looking for a more
You can do this:
1. Type 1 (the number 1) into a blank cell. Highlight this, select Edit,
Copy. Now highlight entire column(s) that you want changed to numeric, and
sel...Outlook reports OLE registration error
I have Office 2000 running in Windows Me on a Dell
Dimension XPS D266 with 64 meg ram. Outlook stopped
working so I ran Repair from Office 2000 CD and then Re-
install Office from same source. Both times Outlook says"
An OLE registration error occured. Program is not
correctly installed. Run Setup again."
Doesn't seem to be much sense in running it again. What
Reinstall Outlook Express.
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact. Due to
the (insert latest virus name here) virus, all mail sent to my personal
acco...Easy way to copy fields?
I have made a lot of customizations to the Leads form by
adding a lot of fields. Now I want to add most of those
fields to the Contacts form so that when I promote a Lead
the info carries forward. Is there an easy way to copy
and then link these fields or do I have to manually
create them all all over again as Contact fields and then
You need to create the exact same fields in contacts then create mappings
betweek leads and contacts in the deployment manager-schema manager.
Have a look at the tool and see if it makes sense. As always I recommend you
test this out on your tes...Object error when trying to print custom reports
I am getting an [object error] message when trying to print custom reports
or modified versions of canned reports. They display just fine within CRM,
we just can't print them. I have already tried deleting the ActiveX to
force a reload and manually reinstalling it using
http://crmserver/viewer/activexviewer/en/npviewer.exe with no luck. This is
occuring on systems regardless of whether Crystal Designer is loaded.
Open the reports in Crystal that you are having problems with and make sure
that the "Save data with reports" option is not checked. (In Crystal...Exchange server reporting tool
Could someone recommend an exchange server reporting tool other than
promodag? I will really appreciate the help.
=?Utf-8?B?c2xhd2Fs?= <email@example.com> wrote in
> Could someone recommend an exchange server reporting tool other than
> promodag? I will really appreciate the help.
Quest messagestats is good stuff.
i second that...
Susan Conkey [MVP]
"Arlo Clizer" <firstname.lastname@example.org...Paying customers commissions
The next release should provide the ability to pay customers a commission
without having to create a vendor card for them in payables management. My
company currently has thousands of customers that we pay a commission to and
it gets quite frustrating considering all the redundant data we have to
store since our customers have to be setup as vendors also.
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the b...Report sorting 03-16-10
I have a continious form that displays four fields for each records of a
table. On the form I have a sort button for each of the four fields which
sorts the records based on the field selected. I also have a report button
that prints a report that produces one page per record. My problem is that I
want the report to be in the same order that the records appear on the screen
which is based on the sort selected.
How do I get my report to print in the same order as the records appear on
Your help would be appreciated.
I would use some code to extract...