Assistance with Field Results

[mtahmasian]

We need to concatenate data in our report. Attached is our raw data. We are able to group by the “Policy Account Rep Name” just fine. However, our secondary grouping needs to be the first “Customer Name First Letter” concatenated with the last “Customer Name First Letter” for each “Policy Account Rep Name”. We are looking for our end result to be this:

REP NAME CUSTOMER FIRST LETTER
Faircloth, Margot A-O
Fields, Norma F
Richardson, Kyle I-N

Thank you,

Matthew Tahmasian

[HighAley]

Hello, Matthew.

You could use expression like next:

Code: Select all

{Customers.CompanyName.Substring(0, 1)+Customers.CompanyName.Substring(Customers.CompanyName.Length-1, 1)}

You could find a sample at the Reports with Groups - Simple Group sample report of our Demo.

Thank you.

[mtahmasian]

Hi Aleksey,

I know that the response you provided is a SQL expression however, we currently have the grouping for the Name in the report designer and are looking for a way to do this grouping inside of the designer/summary page.

Thanks,

Matthew Tahmasian

[HighAley]

Hello, Matthew.

This is an expression that you could use in the Grouping condition.
You could see the same expression at the Reports with Groups - Simple Group sample report of our Demo.
Please, look carefully at our Demo report.
If this is not not you need, please, describe your issue more detailed.

Thank you.

[mtahmasian]

Attached is my updated .mrt which is closer to what we wanted. It currently groups by Rep Name and then by Customer First Letter. I also uploaded a second document that has a hand written expression of what we are looking for.

How can I group A & B together and total the premium and commission for the two letters. I than want to continue with the alphabet and combine them based on how our workload is divided.

Thanks,

[HighAley]

Hello.

As a way you could create a function that will return necessary for grouping values. For instance, if first letter A-B this function will return 1, if C-D it will return 2, E-G -- 3 and so on.
This function will help you to create necessary groups.

Thank you.