Applying Selections or Filters to a Chart ONLY

[jpalmer150]

I'm trying to apply a filter using the Select Expert to a chart within my report but I don't want to apply it to the whole report. Just the Chart. I see where you can use "Top N" separately in a chart but how do you filter a chart separately?

Anyone know?

 

[lbass]

You could either click on the "On change of" field and use topN within the chart and uncheck "Include others," (if you want to base your chart on topN) or click on the "On change of" field and choose "order"->specified order, and after you have entered the groups, another tab will appear, "Others." If you choose "discard all others," you will have limited your chart to selected data.

Another option would be to create a subreport for the chart where you can use the record select to limit the records, but subreports will slow your report.

-LB

 

[jpalmer150]

That's good advice. I have previously built the subreports and they slowed my report incredibly as you suggested. The report was already slow to begin with because of some complicated querying.

Unfortunately I can't use Top or Bottom N because the number of values in the chart veries within each group.

And, I could enter a specified order however bar shows General Ledger accounts and I'd have to enter a few hundred of them.

I've searched everywhere and it seems like there is no real way to do this. Seems like this a limitation of Crystal's charting abilities.

 

[lbass]

On the other hand, those few hundred GL accounts would be available to you in the specified order dropdown list, so it would be a matter of a few hundred clicks, which might be worth the effort if the subset of accounts you want to view on the chart are always the same.

It would be interesting to know about your overall report and how this issue arises. Maybe you could take an entirely different approach and filter the report at the record selection level, and bring in the excluded accounts through a subreport, for example.

-LB

 

[jpalmer150]

That may be a good approach to consider. I'll see where that leads me. Thanks

I'm hopfull that some sort of "Sub-Selection" ability is available in future versions of Crystal.

 

[jpalmer150]

I think I found the best approach.

I handled the issue by creating two formulas that filter both the group names and the amount.

Example:

IF [ACCOUNT] = [OTHER EXPENSES] THEN "" ELSE [ACCOUNT]

IF [ACCOUNT] = [OTHER EXPENSES] THEN 0 ELSE [AMOUNT]

I then used these two formula fields to create the chart!