Hi Brian,
Other priorities took over for a while, and I'm back to this issue,
now. Thinking about what both Don and you suggested, and seeing that I
might need to do this on a regular basis, I think I will set up a new
panel with which to do this job. However, instead of deleting the
panel, I will delete the records, in preparation for the next mailing,
which would be a different group of customers.
The confusion about what to do came from the fact that you cannot
create a child record in an import, but rather, only merge. I kept
thinking I could create a child record when importing. One must run a
report to do that, but DP can't look to an outside file in determining
which parent record must be used to create a new child record.
Thanks to both of you!
Charles
Brian Hancock wrote:
Hi Charles,
Yes, I am a little lost. Perhaps
Don's suggestion is more on track???
Even though I am lost, I will try
making this suggestion.It is a multistage stage process.
1. Create a new temporary panel that
reflects the field contents of the external file, this sounds like it
will be similar if not the same as the existing customer master panel.
2. Import the external data into
this temporary panel
3. run a report which matches the
relevant records of data in the import panel to the master panel, and
do whatever record creates, RV store's, saves etc. that are necessary
4. Remove the temporary panel
Regards
Brian
-----
Original Message -----
Sent:
Sunday, January 13, 2008 12:07 PM
Subject:
Re: [Dataperf] Can this be done?
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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