Imbedding values - One source into groupings of another
Posted: Wed Apr 19, 2017 7:17 pm
Hi, I am a beginner data analyst working for a mortgage company. First time working with Stimulsoft. Basically, we are pulling data from the fields on loan forms we have in our Loan Originating System (LOS). The data base system we use for integrating fields from our LOS and building reports runs on SQL Server. It organizes these integrated fields into "Queries" for use with Stimulsoft - basically a collection of these integrated fields and their values. These queries can either be "Detail" - each row is an individual loan - or "Summary" - each row is a grouping (based off a field) with the other columns being summarized data off the grouping (Sum, Count, Average, etc).
My data base system runs on SQL server, and we use queries as the basis for building reports in Stimulsoft. I almost have everything down, but I am running into the issue briefly mentioned in the title. I group by one Detail Query and base nearly all of the information off of this Detail Query. I created two levels of groupings within Stimulsoft - one by region, the other by branch. I have another Summary Query built that gives summarized region values. I want to inject these summarized region values into the region group footer band with the proper region on the report.
The reason for two Queries: My database system controls user access through defined security measures. I have branch Managers who should only see their data and the Detail Query holds the information they should see as it is restricted by their security access. The Summary Query I created is configured to Bypass this security access, and holds data for every region. I want the users to be able to see their Branch information in detail, but have the Region data as a reference.
What I want to do is add the corresponding Summary Query data for regions into the footer band of the region grouping (region grouping is based off of the Detail Query - does not bypass security). In the group footer band, can I reference the value in the Detail Query Region group (Say the region is named "REGION1") then find which grouping that is within the Summary Query for REGION1 and distribute the summarized data for into the footerband? I don't want to show the rest of the regions, only the region the user resides in.
My data base system runs on SQL server, and we use queries as the basis for building reports in Stimulsoft. I almost have everything down, but I am running into the issue briefly mentioned in the title. I group by one Detail Query and base nearly all of the information off of this Detail Query. I created two levels of groupings within Stimulsoft - one by region, the other by branch. I have another Summary Query built that gives summarized region values. I want to inject these summarized region values into the region group footer band with the proper region on the report.
The reason for two Queries: My database system controls user access through defined security measures. I have branch Managers who should only see their data and the Detail Query holds the information they should see as it is restricted by their security access. The Summary Query I created is configured to Bypass this security access, and holds data for every region. I want the users to be able to see their Branch information in detail, but have the Region data as a reference.
What I want to do is add the corresponding Summary Query data for regions into the footer band of the region grouping (region grouping is based off of the Detail Query - does not bypass security). In the group footer band, can I reference the value in the Detail Query Region group (Say the region is named "REGION1") then find which grouping that is within the Summary Query for REGION1 and distribute the summarized data for into the footerband? I don't want to show the rest of the regions, only the region the user resides in.