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How do I select a customer

Jet Reports Historic Posts

August 06, 2014 13:45

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Hello,

I’ve checked the forum but didn’t found information.
I’m doing a basic drill down, just to select a customer. I don’t have the OK button on the GRID drilldown, the list of customer are ok but no possibility to select.
Is this normal?

NAV: 5.1
JET Essentials 14.0.133337.0

Thanks and have a nice day
John

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6 comments

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  Jet Reports Historic Posts August 06, 2014 15:04

  Hi John,
  
  I am not sure what you are trying to do.
  
  When you have a report and you drill down on a data-item, you will see the record in a Jet-datagrid or the related form in Navision.
  <OK> and <Cancel> sounds more like a confirmation in a lookupform in the report options.
  
  Please clarify what you exactly want to do. Perhaps add your report if this helps.
  
  Regards,
  Gerard

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  Jet Reports Historic Posts August 07, 2014 06:09

  I have one sheet per customer and on this I want to be able to select a related project. I have a customer table with the Customer N° and Project N°.
  I have donne a lookup =NL("Lookup";"Project";{"Project N°";"Description"};"Customer No.";D3) so all project related are listed.
  
  It's opening properly the grid drilldown, but I can't select a project. I would like to be able to choose and get the project N° in excel.
  
  Does it make sens ?
  
  thanks for your help.

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  Jet Reports Historic Posts August 07, 2014 06:52

  Hi John,
  
  I think I understand what you would like to do, but I am afraid this is not possible.
  
  Just when refreshing the report, you can enter filters using the option-fields (supported with lookup formulas like yours). However as soons as the report has been refreshed (in your case with a sheet replicator on customers), it is not possible to enter an additional filter per sheet on project.
  Don't know if it is an option to include the project filter in the options (like your customer filter) and run the report per customer/project?
  
  Regards,
  Gerard

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  Jet Reports Historic Posts August 07, 2014 07:04

  So it is not possible to select data with a lookup? even if I don't use customer by sheet ?
  The only way would be to use option fields ?

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  Jet Reports Historic Posts August 07, 2014 07:16

  Hi John,
  
  Only when refreshing a report, it is possible to enter filter values used to retreive data from the datasource(s), not after.
  You can drill-down to data (using Jet datagrid or Navision) but that's not what you mean.
  
  Don't know how much data you will have to retreive? If this is fairly limited, you could think of creating a data sheet in which all data is retreived (using NL rows/table). Then use a pivot-table to further analyze the data…
  Just a suggestion, no idea if this will work in this specific case?
  
  Regards,
  Gerard

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  Jet Reports Historic Posts August 07, 2014 07:50

  I think the option will be the best solution for my case and do the analysis by customer. I don't have to follow 150 projects so it's ok :) .
  
  Thanks for your help!