Sales Report & Timesheet - InfoPath Dev
in

InfoPath Dev

Sales Report & Timesheet

Last post 02-19-2008 04:16 PM by DellM. 4 replies.
Page 1 of 1 (5 items)
Sort Posts: Previous Next
  • 02-16-2008 12:38 PM

    • DellM
    • Not Ranked
    • Joined on 02-16-2008
    • Posts 10

    Sales Report & Timesheet

    I am new to InfoPath and Sharepoint. I have built a form that is a Sales Report and Time Reporting combined for our sales team. The form contains individual repeating sections for new customers, exisitng customer and customers that buy in mulitple areas. What is need to do is calculate the # of customers input into each section to provide a count of ,for example, how many new customers signed contracts. I can get a count of the number of rows presented in the repeating section but I need it to count only the rows that are populated with information. I've tried conditional formatting and rules to try and have the default value of a separate count field set to 0 unless it is populated but I can't get it to work.  I can easily get it to count every row, populated or not, Any ideas on how a can produce a field in a repeating section that counts the populated rows.

     

  • 02-18-2008 11:25 AM In reply to

    Re: Sales Report & Timesheet

    Look into using filters.

    When selecting the records to count use the filter button in the lower left to set a filter [customer = 1]  you may need to look at the preceding sibling function to count unique customers, etc.  It will be a bit complex but can be done.

    Search here on preceding or sibling for more examples.

  • 02-19-2008 11:46 AM In reply to

    • DellM
    • Not Ranked
    • Joined on 02-16-2008
    • Posts 10

    Re: Sales Report & Timesheet

    Where do I see the filter option?

  • 02-19-2008 12:06 PM In reply to

    Re: Sales Report & Timesheet

    When selecting a field in Formula Builder there will be a button in the lower left of the window.

  • 02-19-2008 04:16 PM In reply to

    • DellM
    • Not Ranked
    • Joined on 02-16-2008
    • Posts 10

    Re: Sales Report & Timesheet

    I'm completely lost. Do I set this filter when I'm building the form, creating a view or where? I don't see anything call Formula Builder.

Page 1 of 1 (5 items)
Copyright © 2003-2019 Qdabra Software. All rights reserved.
View our Terms of Use.