This document discusses custom expressions and fixed criteria in advanced reporting. It provides examples of using custom expressions to modify field formats, perform calculations, and examples of common fixed criteria expressions. It demonstrates how to create a custom expression to calculate a 10% cost increase and convert a date field to only show the date. It also shows an example of a fixed criteria expression to filter a work order report to only show orders that took over 10 days to complete.

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R09|Advanced Reporting: Custom Expressions and Criteria

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Custom Expressions
Fixed Criteria
Agenda

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Custom Expressions Overview
Custom Expression Example 1
Custom Expression Example 2
Custom Expressions

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Custom Expressions are used to
• Modify format of a field
• Perform field specific calculations
Examples of Custom Expression uses:
• Remove time stamp from a date field
• Change display CASE
• Calculate elapsed time
Custom Expressions Overview

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Steps to create Custom Expressions:
• Determine on which field to base expression
• Select field to use as placeholder
• Adjust label for Report column
• Set Custom Expression? Indicator to Yes
• Create and enter Custom Expression
Custom Expressions Overview (cont’d)

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Custom Expressions are not case
sensitive
Common Expressions include:
• DATEDIFF
• GETDATE()
• CONVERT
Custom Expressions Overview (cont’d)

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Custom Expression Examples:
Custom Expressions Overview (cont’d)
Description Expression
Upper Case a Field Value UPPER(WO.Reason)
Days since Requested Date DATEDIFF(day,WO.Requested,GETDATE())
Hours to Issue Work Order DATEDIFF(hour,WO.Requested,WO.Issued)
Date without Time Stamp LEFT(WO.Requested,12)
Adding Two Fields Together WO.CostLaborActual+WO.CostPartActual

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(Example): Inventory Report using
Custom Expression to calculate cost of
re-ordering with 10% increase in cost
Custom Expressions Example 1

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Determine field name to base
expression on and select placeholder
field:
Custom Expression Example 1 (cont’d)

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Enter Custom Label for placeholder field
and appropriate Field Type:
Custom Expression Example 1 (cont’d)

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Set Custom Expression control to Yes
Enter expression into box
Custom Expression Example 1 (cont’d)

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Result on Report shows forecasted price:
Custom Expression Example 1 (cont’d)

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R09 – Create Custom Expression –
Calculate 10 Percent Increase in Cost

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(Example): Open Work Order List Report
used to convert WO.Requested date
and time format to only show date
Custom Expression Example 2

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Determine field name to base
expression on and appropriate field
type:
Custom Expression Example 2 (cont’d)

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Set Custom Expression control to Yes
and enter expression into Custom
Expression Box:
Custom Expression Example 2 (cont’d)

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Result on Report will show only the
WO.Requested date (no time):
Custom Expression Example 2 (cont’d)

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R09 – Create Custom Expression – Days
Open Since Requested

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Fixed Criteria Overview
Common Fixed Criteria
Work Order Completion Date Example
Fixed Criteria

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Fixed Criteria uses:
• Criteria can be hidden from end users
• Meaningful filters are placed on data
• Complex data relationships can be specified
Fixed Criteria Overview

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Defined Fixed Criteria appears at top of
Report Criteria Dialog:
Fixed Criteria Overview (cont’d)

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Additional Fixed Criteria added from
Advanced tab of Report Setup
• Added to Where (SQL) field
Fixed Criteria Overview (cont’d)

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Description Expression
On an open work order report, show only
work orders that are overdue.
WO.IsOpen = 1 and WO.TargetDate <
Getdate()
On a closed work order report, show only
work orders that took more than 10 days to
complete.
WO.IsOpen = 0 and DATEDIFF(DAY,
WO.Requested, WO.Complete) > 10
On a closed work order report, show all
work orders that have no value in the
“Problem” field.
WO.IsOpen = 0 and ProblemID is null
On a closed work order labor report, show
only “actual” labor hours (exclude any
estimated labor hours). Actual labor
records are recorded with a
WOLabor.RecordType of “2”.
WO.IsOpen = 0 and
WOLabor.RecordType=2
Common Fixed Criteria

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(Example): Closed Work Order List
Report used to show Work Orders that
have taken > 10 days to complete
Fixed Criteria Example

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Logical field(s) are added to Display for
clarity of presented data:
Fixed Criteria Example (cont’d)

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Expression is entered into the Where
(SQL) field:
Fixed Criteria Example (cont’d)

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Requested and Complete fields help
double-check Report data once Report
is run:
Fixed Criteria Example (cont’d)

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R09 – Using Fixed Criteria

29. Thank You for
Attending!