January 12, 2008
Charles, I may be wrong, but I'm not sure DP is the easy way to put
things together the way you want.
My assumption: your problem is that there is a piece of information in
the master panel that is not available in the 90% file you get back.
If that is wrong, if all the necessary information for your child panel
except the auto-increment field is present, you don't have to worry
about creating a child from each master record. Simply prepare a merge
file for the child panel, leaving the auto-increment field blank. Merge
it in and DP will automatically link each record to its master record,
and will do the auto-increment on the fly while importing the merge file.
If I am right that you need to supply missing info from your master
panel, my suggestion is that you resolve your problem in WP, not DP.
1. Export a report from your master panel in merge format, which
contains the information necessary to identify the records in your 90%
file, and which contains the fields that are missing in the 90% file.
2. Format your 90% file as a WP merge file with the fields in the
right order to import, including blank fields for the missing info
3. Open the reformatted 90% file and the exported master file and no
others in WP.
4. Write a WP macro which will
a. go to the first record in the 90% file,
b. find the identifying information, select and copy it,
c. switch documents,
d. go to the top of the DP export file,
e. search for that information,
f. after finding it select and copy the missing data
g. Switch documents
h. Move to the right field and paste the info needed
i. Then move to the next record and repeat the process.
5. The resultant file you can import into your child panel
Such a macro is fairly easy to record or write, once the structure of
the two files is known. If need be, I or others can help you with that.
Given the likelihood of making an error at some point, back up the
database, before importing anything !!!
Don Codling
WP 12.0.0.602
DP 2.6x
Windows XP home, SP2
512 MBytes RAM
Charles G. Wolf wrote:
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 -----
*From:* Charles G. Wolf <mailto:[EMAIL PROTECTED]>
*To:* Dataperfect Users Discussion Group
<mailto:[email protected]>
*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 -----
*From:* Charles G. Wolf <mailto:[EMAIL PROTECTED]>
*To:* DataPerfect Users Discussion Group
<mailto:[email protected]>
*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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