Grouping Data

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R_Scott_(Guest)
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Joined: Tue Oct 10, 2017 12:44 pm

Grouping Data

Post by R_Scott_(Guest) » Fri Jun 11, 2010 9:50 pm

Is there a calculated field or something I could do to merge / group data within a field that^s already grouped? For instance, I have a report grouped by client account number. But recently we had a change in our account numbers and everyone was issued a new account number. So now each client has two account numbers. Is there a way to align the display of both numbers for each client? Even if it^s a calculated field for each client?____We only have 20 clients and that is not expected to change anytime soon. I have no capacity to modify or create new account numbers.____Thx

kfleming
Posts: 5795
Joined: Tue Oct 10, 2017 12:44 pm

=> RE: Grouping Data

Post by kfleming » Mon Jun 14, 2010 9:53 pm

You could create a calculated field (I would use the CASE() function) and have it return the old account number based on evaluating the new account number.__The exact way to do this depends on how your data is stored.____Kathleen__R&R Support

JosephKnoth
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Joined: Tue Mar 27, 2018 8:26 pm

==> RE: Grouping Data

Post by JosephKnoth » Tue Jun 15, 2010 8:42 pm

The field name for the account numbers is RC. For example, one client started with an account number of 1202, and now it^s 1302. All I hope to do is combine the activities for both account numbers, perferably all under the 1302 code.

kfleming
Posts: 5795
Joined: Tue Oct 10, 2017 12:44 pm

===> RE: Grouping Data

Post by kfleming » Tue Jun 15, 2010 8:49 pm

Here is an example:__If RC is a character field you could create a calculated field called NEWRC with the expression:____Case(RC,"1202","1302","1203","1303","1204","1304",RC)____This tells R&R to evaluate the field RC.__If RC is 1202, return 1302__If RC is 1203, return 1303__If RC is 1204, return 1304__otherwise__return the value of RC____You would then use NEWRC as your sort and group field.__The syntax for CASE() is described in the help file.____Kathleen__R&R Support

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