Hi Brian,
I think I haven't done a good job of explaining the situation. I sent
them a file of customers, and they chose a random 90% and sent the file
back to me. Using the "90% file," which contains a field which
uniquely identifies it and is in common with one on the master file, I
want to locate each record in the master file and create a child record
in another panel.
I do import merges all the time. What I want to do is a merge with
report parameters (find the matching record, create a record through a
link, store RV into fields, save record, etc.) Those are all report
functions, but I need to accomplish those actions while matching
records from an outside file.
Perplexing.
Perhaps if I added a special field that I could place a marker in when
I do a merge, then run a report based on that marker. A two-step
process.
What do you think?
Charlie
Brian Hancock wrote:
Hi Charles,
Do you have to import the file they
gave you? CTRL-F5 import?
Does this "import" data have a field
that uniquely identifies it as belonging to a record in your
application? eg same Primary Key? or combination of data fields?
Can you import the data into its
only panel, and then do all your processing through virtual links?
Brian
----- Original Message -----
Sent:
Friday, January 11, 2008 3:14 AM
Subject:
Re: [Dataperf] Can this be done?
Hi Brian,
Actually, I sent them a file of my names, and they randomly chose 90%
of them and sent me the file back. Both files have a matching field in
the parent record (the Customer Number). I must find the proper parent
record first, then create a record through the panel link to record the
mailing because each record's unique ID number (not the customer
number) must be carried through the link. An auto-increment field is
also at work here when each mailing transaction is created. I'm not
sure that what you described will work.
Thanks.
Charlie
Brian Hancock wrote:
G'day Chucky,
I presume you have some way of
reliably identifying which customers received it? If so then there are
numerous ways you might be able to approach it.
On a report based on the Parent
panel, create a subreport to loop through the child records until you
find the one you want and then store some data away into a report
variable, (when looping through child field initialise the variable to
nothing in the report and not in the subreport header, and either only
write data into the variable if the variable is empty (eg assign RV99
with the formula: IF Rv99 = "" then blah blah ELSE RV99), or you might
be able to use formulas to set flags such as RV99 = RV99 OR
(FieldX=value) or alternatively set a flag and and then stop the
subreport when the appropriate record has been found. Just remember
to always initialise the flags before running the subreport.
Then when you exit the subreport
you are back to the main panel with information about the data you
found, or checking that the flag has been set, so you can populate the
field you want to update, eg set RV98 = IF RV99 THEN [value]
ELSE [oldfieldvalue] END, and save that variable to the field
Regards
Brian
-----
Original Message -----
Sent:
Wednesday, January 09, 2008 3:42 AM
Subject:
[Dataperf] Can this be done?
Hi Everybody, and Happy New Year!
I'm wondering if the following can be done.
My customer list in DP has a child panel in which I record what and
when I mail the customer promotional literature, catalogs, etc. I'm
currently involved in a test marketing program where I sent in a file
with a list of customers who were eligible to receive catalogs, and a
random 90% of those names were selected to receive a catalog. Now, I
want to record that mailing in my database.
There is a common data field. I
can't do it directly to the child panel, but must do it through the
main panel because a unique record ID is pulled through the link and a
transaction number is created. Can
this be using a merge/replace feature on in import where I then create
a record through the link?
Your thoughts are appreciated.
Thanks!
Charles Wolf
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