Tag: Views

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Leveling out Users Data.

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 […]

Writing the User – Quota vs Actual Crystal Report.

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 databaseselecting […]

Gathering the Actual Numbers for Reporting Comparison

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 […]

Gathering User Quotas for Reporting

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 […]

Using Microsoft Excel as a delivery method for reporting

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 […]

Flattening Out SalesLogix Data To Combine Multiple Rows into a Single String using SQL

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,...

The Absolute Best Way to Sync Views Out to Remotes

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.

Sync Views out To Remotes

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 […]

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