Tag: Views

There are many benefits to using database views in Creatio. It can make operations that would require several expensive reads simplified using joins. It can make what would be complex or impossible aggregates simple. The end result is that the view can be used in Creatio just like any object. They can be used in Entity Schema Queries or...

I am four posts into building a drill down report using Sage SalesLogix Visual Analyzer and Dashboard as a my guide.  This series of post starts with a post labeled "Updating the Managed Quota Area for Sage SalesLogix" , if you follow the links on each post you will eventually end up back on this post. In the last post we started building...

Over the last three posts we have updated the Quota's are of Sage SalesLogix, we have built SQL views to collect both the Quota data and the Actual Numbers for comparison.  Now we will start writing our report.  I am not going into to much detail on layout.  My goal is to walk you through the common steps: connecting to the database selecting our tables and views establishing...

I have just started writing a series of posts that will lead the reader of this blog through the creation of a report with the same kind of data break down as you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board.  In the first week I provided a method to effectively establishing quotas ( or goals) for your...

If you read last weeks post, you will know I am setting up to build a user based report that will give the reader a lot of the same data you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board.  Last week I provided you the ability to effectively set goals for your users by updating the Manage Quota...

There are many ways to get your data into a Microsoft Excel spread sheet for reporting purposes. Business Objects Crystal and Sage SalesLogix both offer an option to kick out report data to an Excel spread sheet.  Last week I worked with a client who wanted exactly that, a set of data exported to Excel so the users could...

A question came up from a person attending our current Report Writing class about how to flatten out data that exists as multiple rows in the database to a single string in a report. There is a really cool trick you can do in SQL to accomplish this which I previously outlined in a post on my personal blog where I outline a technique that can be used to make a query append each value from the rows in the query to a variable. Without using cursors, you will end up with a variable that has the values appended to it as one single string which can easily be used in reporting.

I wrote about this topic just prior to The Crystal Report Writing class. During the class the question was asked "What about using the Execute SQL tool in the SalesLogix Administrator for syncing out SQL views to remotes?" As a development team we have looked at this before and always found that it just did not work. But we had not tested it in quite a while so we decided to try it again, and this time it worked.

The scenario is you have created a SQL view for use in a Crystal Report.  Your end users are excited about the report but then you started getting phone calls from your remote users that the report will not run.  You realize that the view you used to help organize your data did not synchronize out to your remote...