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McGyver for Dynamic Subtotals/Subfoots

McGyver for Dynamic Subtotals/Subfoots. Presented by David Smith of Brinker International. Biography. David Smith Focus/WebFocus since 1985 VMX, Opcom, Octel, Lucent, Avaya, Verizon, Brinker GL, AR, AP, Payroll, HR, Sales, Mfg, Eng, BI

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McGyver for Dynamic Subtotals/Subfoots

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  1. McGyver for Dynamic Subtotals/Subfoots Presented by David Smith of Brinker International

  2. Biography • David Smith • Focus/WebFocus since 1985 • VMX, Opcom, Octel, Lucent, Avaya, Verizon, Brinker • GL, AR, AP, Payroll, HR, Sales, Mfg, Eng, BI • Brinker International - Chilis, Maggianos, Macaroni Grill, On the Border • 7.6.11 • RPM (Restaurant Performance System) • MRE, Report Caster, Info Assist • Teradata, MS SQL • HTML, PDF, EXCEL, ACTIVE, FLEX McGyver - David Smith

  3. Business Requirement • Our business group needs a purchase report that: • Lists detail values (date, extend cost, qty, etc) grouped by region, vendor, and product type • At each change in vendor, display on one line beneath the detail the total sales tax for all purchases from the vendor for the period selected as free text. • Under the sales tax subtotal line, display a subtotal of the extended cost for each product type purchased from the vendor for the period selected as free text. The number of lines is dynamic and could range from 1 to 100 based on the product types purchased during the period selected. • On one line, under the product type subtotals, display the Total Extended cost for the Vendor for all detail lines as free text. • HTML, PDF, Excel formats • Must be efficient. McGyver - David Smith

  4. Dynamic Subtotals Business Mockup McGyver - David Smith

  5. Problem: • Grouping dynamic ranges of subtotals/subfoots together either at the end of a sort break or end of the report (or even at the top) is not possible using standard WebFocus syntax. McGyver - David Smith

  6. Possible Solutions • Multi-Verb ? • No Way • Join/Match ? • Hard coded subfoot/subtotal values. Needs to be dynamic • Repeat/Loops w/-Includes ? • Too many pre-holds for every sort break • Loop at subhead to –INCLUDE hold file hit wall at 84 loops • McGyver ? • Success! McGyver - David Smith

  7. Solution Report McGyver - David Smith

  8. McGyver Setup -* Set up McGyver master and data file. -* -* Build McGyver MFD FILEDEF MCMAS DISK MCGYV.MAS -RUN -WRITE MCMAS FILENAME=mcgyv, SUFFIX=FIX , $ -WRITE MCMAS SEGMENT=ONE, SEGTYPE=S0, $ -WRITE MCMAS FIELDNAME=CONTROL, USAGE=A1, ACTUAL=A1, $ -WRITE MCMAS SEGMENT=TWO, SEGTYPE=S0, PARENT=ONE, OCCURS=VARIABLE, $ -WRITE MCMAS FIELDNAME=CHAR1, USAGE=A1, ACTUAL=A1, $ -WRITE MCMAS FIELDNAME=CTR, ALIAS=ORDER, USAGE=I4, ACTUAL=I4, $ -* -* Build McGyver FTM FILEDEF MCGYV DISK MCGYV.FTM -RUN -* Control=X: used as Join cross reference target field -* CHAR1=A, CTR=1: display detail -* CHAR1=B, CTR=2: display dynamic subtotals/subfoots -WRITE MCGYV XAB McGyver - David Smith

  9. Join/Define/Set JOIN CONTROL WITH BODYTYPE IN CAR TO UNIQUE CONTROL IN MCGYV AS J2 -* CTR=1 display detail, CTR=2 display subtotals/subfoots. DEFINE FILE CAR CONTROL /A1 WITH BODYTYPE='X'; SUM_CAR /A40 =IF CTR EQ 2 THEN ' ' ELSE CAR; SUM_BY_MODEL /A30 =IF CTR EQ 2 THEN ' ' ELSE MODEL; SUM_SALES_DTL/A15 =IF CTR EQ 2 THEN ' ' ELSE PTOA(SALES,'(P12.2CM)','A15'); SUM_DCOST_DTL/A15 =IF CTR EQ 2 THEN ' ' ELSE PTOA(DEALER_COST,'(P12.2CM)','A15'); BY_CTYCAR /A35 =IF CTR EQ 2 THEN CAR ELSE COUNTRY; SF_SALES /P12.2CM=SALES; SF_DCOST /P12.2CM=DEALER_COST; END -* WebFocus 7.6.11. Remove blank lines above subfoots/subheads. SET DROPBLNKLINE=ON McGyver - David Smith

  10. Table TABLE FILE CAR SUM SUM_CAR AS 'Car' SUM_BY_MODEL AS 'Model' SUM_SALES_DTL AS 'Sales' SUM_DCOST_DTL AS 'Cost' BY COUNTRY NOPRINT BY CTR NOPRINT BY BY_CTYCAR NOPRINT BY SUM_BY_MODEL NOPRINT ON COUNTRY SUBHEAD "</1 Country: <COUNTRY" ON CTR SUBFOOT "Total Dealer Cost: <ST.SF_DCOST" WHEN CTR EQ 1 ON BY_CTYCAR SUBFOOT "Subtotal Sales for <CAR :<ST.SF_SALES" WHEN CTR EQ 2 ON CTR SUBFOOT "Total sales for <COUNTRY :<ST.SF_SALES" WHEN CTR EQ 2 McGyver - David Smith

  11. Table continued WHERE COUNTRY EQ 'ITALY' HEADING "McGyver Technique with Dynamic Subtotals/SubFoots" ON TABLE NOTOTAL ON TABLE SET PAGE NOLEAD ON TABLE SET HTMLCSS OFF ON TABLE PCHOLD FORMAT HTML ON TABLE SET STYLE * GRID=ON,BORDER=OFF,SQUEEZE=ON,SIZE=8,$ TYPE=HEADING,JUSTIFY=CENTER,$ TYPE=TITLE,JUSTIFY=CENTER,$ TYPE=DATA,COLUMN=SUM_SALES_DTL,JUSTIFY=RIGHT,WHEN=CTR EQ 1,$ TYPE=DATA,COLUMN=SUM_DCOST_DTL,JUSTIFY=RIGHT,WHEN=CTR EQ 1,$ -* Pre 7.6.11. Only for PDF/HTML. Uncomment next line and turn HTMLCSS ON. Not perfect. -*TYPE=DATA,SIZE=1,WHEN=CTR EQ 2,$ ENDSTYLE END McGyver - David Smith

  12. Reference User Forum Presentation / 2010-12-16: McGyver Technique http://www.informationbuilders.com/support/developers/presentations?id=388 Tips & Techniques / McGyver Technique Introduction http://techsupport.informationbuilders.com/bestpractices/macgyver/cof_tcn_m00.html Tips & Techniques / McGyver Techniques http://techsupport.informationbuilders.com/bestpractices/macgyver/toc.html Tips & Techniques / McGyver Dynamic Subtotals/SubFootshttp://www.informationbuilders.com/support/developers/McGyverDynamic Contact David Smith: david.smith@brinker.com , dnoelsmith@gmail.com McGyver - David Smith

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