Login / Register  search  syndication  about

          George Jensen's Blog

George Jensen on Reporting, Business Intelligence, Crystal Reports, Visual Analyzer, and more.

Looking at Stonefield Query for Sage SalesLogix (Part 6)

Again, I have to apologize for the rather long break between posts.  The Minnesota National Guard and I have been seeing quite a lot of each other over the past few months.  Reminds of a post I wrote over a year ago called "Supportive Commitment", what was written in that post is still true today.  This is a great company to work for and they are very supportive of the efforts of U.S. Military Forces. 

Today I want to look at creating a Formula field in Stonefield Query for Sage SalesLogix.  In the Report wizard you find the controls that allow you to create a formula field in Step 2 - Data Selection.  I added the Account Name to the list of fields selected for this report and then changed the table to the Address.

The formula that I am going to write for me demonstration will have address 1 display on the first line and the have the City/State/Zip field display on the second line all with in same formula field.  Under the list of available fields along the left, you will see the "Formula..." button .  Selecting this opens the "Formula Editor" below.

 I added the name for my formula as "Custom Address".  When I left the "Name" field the "Heading" auto populated, the value was still editable so I put a space between the two words. I then selected the button to the left of the formula space which brought up the "Expression Builder" dialog. 

To build my formula I selected the my two fields from the list of available fields for this table.  I then added some VB scripting that inserted a carriage return so the City/State/Zip field would list on teh second line.  I was able to test my syntax on this form which helped alot.  When I was satisfied with my formula I selected the "OK" button which returned me to the "Formula Editor" dialog.  Here I selected the "OK" button which then returned me to the "Report Wizard".   The list of available fields now contained my CustomAddress formula field, I moved the field into the list of Selected fields for this report.  I selected Next and moved to Step three which allows me to establish filters for this report. 

 

As you can see I only want Accounts that start with the letter "A".  I then previewed my report to see the results, here are the first few records.  

 

The one thing I played with is the filtering.  I decided I might want to write the report using other letters so I changed the filter to ask me what letter I wanted to filter by at run time.

When I previewed the report I was provided the following dialog so I could select the letter I wanted to use. 

Pretty quick and easy, real good stuff.

I am going to try and look at graphs in this environment and then we will probably wrap up this series of post.  Until then do good things and keep smiling.

 

 

 

What's This?
  
Bookmark and Share

About George Jensen

   George Jensen is a Senior Developer for Customer FX Corporation.


Related Content
   Fixing the Orphaning of Salesfusion Data when Converting Leads to Contacts in Infor CRM (Saleslogix)
We have had a couple of client recently come to other with the same problem-When you convert a Lead to a
Posted on Sep 19, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Official Infor CRM Acquisition FAQ
What to expect now that Saleslogix is Infor CRM. Like many of you, it will take some time (probably a
Posted on Sep 18, 2014 by Brianna Ojard to The Inbox
 
   ComboFix Kills Saleslogix Sync
ComboFix, a third party malware utility, will alter the Operating system so .qts and .que files will no l
Posted on Sep 12, 2014 by Brianna Ojard to SalesLogix Support
 
   How do I access the new Opportunity that I created in Saleslogix??
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from t
Posted on Sep 04, 2014 by Dale Richter to SalesLogix Questions & Answers
 
   Retrieving Items from a Picklist via Javascript
Saleslogix is very light on how to use client side processes to do things in the Saleslogix web client.&n
Posted on Aug 29, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
Comments

 

Twitter Trackbacks for Looking at Stonefield Query for Sage SalesLogix (Part 6) - George Jensen's Blog [customerfx.com] on Topsy.com said:

Pingback from  Twitter Trackbacks for                 Looking at Stonefield Query for Sage SalesLogix (Part 6) - George Jensen's Blog         [customerfx.com]        on Topsy.com

September 24, 2010 1:03 PM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register