http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/23682.aspxFri, 17 Oct 2014 17:50:22 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:23682Method_Inderdeep0http://forums.method.me/cs/forums/thread/23682.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=23682<p><span id="mce_0_start" style="overflow:hidden;">Hello Wavetec,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span><span id="mce_2_start" style="overflow:hidden;">Sorry for the late reply.</span>&nbsp;You can definitely achieve what you just mentioned above. If your tables are correctly linked, you can create a <span id="mce_3_start" style="overflow:hidden;">report based&nbsp;</span>on Customer table and in Detail table option you can add Contacs and Surgeons. But if you are not getting the desired result, can you provide me some details on how you have linked your surgeon table and Conatcts table to Customer table.<span id="mce_4_start" style="overflow:hidden;"> And what is the workflow &nbsp;of adding surgeons to your account.</span></p> <p></p> <p>-Inder</p>http://forums.method.me/cs/forums/thread/23609.aspxTue, 14 Oct 2014 18:29:14 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:23609Wavetec0http://forums.method.me/cs/forums/thread/23609.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=23609<p>I have a question about retrieving <span style="overflow:hidden;" id="mce_0_start">information from </span>multiple tables with multiple entries all linked to one customer<span style="overflow:hidden;" id="mce_1_start"> and reporting it in Excel.</span></p> <p>Situation:<span style="overflow:hidden;" id="mce_4_start">&nbsp; We are a Medical Device company and each Customer has Separate CONTACTS; SURGEONS; DEVICE INFO.</span></p> <p>Customer Table with basic customer info.<span style="overflow:hidden;" id="mce_5_start">&nbsp; (Name; Address; Rep; etc.)</span></p> <p>A Contacts table has been linked to the Customer table. (Each Customer has multiple Contacts with Name; Phone; Email; etc.)</p> <p>A Surgeon table has been linked to the Customer Table. (Each Customer has multiple Surgeons with Name; Phone; Email; etc. <span style="overflow:hidden;" id="mce_2_start">)</span>(These are separate from Contacts but linked on the same page)<span style="overflow:hidden;" id="mce_3_start"></span><span style="overflow:hidden;" id="mce_6_start"></span></p> <p></p> <p>Currently, I can pull a<span style="overflow:hidden;" id="mce_12_start">n Excel</span> report from Contacts that has multiple lines of the Same Customer with each Contact for that Customer.&nbsp;</p> <p>I.E. <span style="overflow:hidden;" id="mce_14_start"><span style="overflow:hidden;" id="mce_15_start"></span></span>customer1<span style="overflow:hidden;" id="mce_7_start">&nbsp; Contact 1 info<span style="overflow:hidden;" id="mce_8_start"></span>...</span></p> <p><span style="overflow:hidden;" id="mce_7_start"></span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer1&nbsp; Contact 2 info...</p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer1&nbsp; Contact <span style="overflow:hidden;" id="mce_9_start">3</span><span style="overflow:hidden;" id="mce_9_end"></span> info...<span style="overflow:hidden;" id="mce_10_start"></span></p> <p><span style="overflow:hidden;" id="mce_10_start"></span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer2&nbsp; Contact 1 info...</p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer2&nbsp; Contact 2 info...<span style="overflow:hidden;" id="mce_14_end"><span style="overflow:hidden;" id="mce_15_end"></span></span>&nbsp;&nbsp;&nbsp; etc...</p> <p>This works fine.</p> <p>I also can pull the same information from the Surgeon Table.&nbsp; It works fine.&nbsp; Everyone is happy.</p> <p></p> <p>Here is what is being requested now...</p> <p>One Single Report that <span style="overflow:hidden;" id="mce_11_start">has both Contact and Surgeon info (so they don&#39;t have to do Vlookups and link 2 separate XLS sheets)</span><span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_31_start"><span style="overflow:hidden;" id="mce_33_start"><span style="overflow:hidden;" id="mce_34_start"></span></span><span style="overflow:hidden;" id="mce_33_end"><span style="overflow:hidden;" id="mce_34_end"></span></span><span style="overflow:hidden;" id="mce_32_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></span></p> <p><span style="overflow:hidden;" id="mce_13_start"></span>I.E. <span style="overflow:hidden;" id="mce_16_start"></span><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_14_start"><span style="overflow:hidden;" id="mce_15_start"></span></span>customer1<span style="overflow:hidden;" id="mce_7_start">&nbsp; Contact 1 info<span style="overflow:hidden;" id="mce_8_start"></span>...</span></span></p> <p><span style="overflow:hidden;" id="mce_7_start"></span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer1&nbsp; Contact 2 info...</p> <p><span style="overflow:hidden;"></span></p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer1&nbsp; Contact <span style="overflow:hidden;" id="mce_9_start">3</span><span style="overflow:hidden;" id="mce_9_end"></span> info...<span style="overflow:hidden;" id="mce_18_start"></span></p> <p><span style="overflow:hidden;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="overflow:hidden;" id="mce_14_start"><span style="overflow:hidden;" id="mce_15_start"></span></span>customer1<span style="overflow:hidden;" id="mce_7_start">&nbsp; <span style="overflow:hidden;" id="mce_19_start">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style="overflow:hidden;" id="mce_20_start">Surgeon</span><span style="overflow:hidden;" id="mce_20_end"></span> 1 info<span style="overflow:hidden;" id="mce_8_start"></span>...</span></span></p> <p><span style="overflow:hidden;" id="mce_7_start"></span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer1&nbsp; <span style="overflow:hidden;" id="mce_21_start">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <span style="overflow:hidden;" id="mce_22_start">Surgeon</span></span><span style="overflow:hidden;" id="mce_22_end"></span> 2 info...</p> <p><span style="overflow:hidden;"></span></p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer1&nbsp; <span style="overflow:hidden;" id="mce_23_start">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style="overflow:hidden;" id="mce_24_start">Surgeon</span><span style="overflow:hidden;" id="mce_24_end"></span> <span style="overflow:hidden;" id="mce_9_start">3</span><span style="overflow:hidden;" id="mce_9_end"></span> info...<span style="overflow:hidden;" id="mce_10_start"></span></p> <p><span style="overflow:hidden;"></span></p> <p><span style="overflow:hidden;" id="mce_10_start"></span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer2&nbsp; Contact 1 info...</p> <p><span style="overflow:hidden;"></span></p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer2&nbsp; Contact 2 info...<span style="overflow:hidden;" id="mce_14_end"><span style="overflow:hidden;" id="mce_15_end"></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_25_start"></span></span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer<span style="overflow:hidden;" id="mce_17_start"></span>2<span style="overflow:hidden;" id="mce_17_end"></span>&nbsp; <span style="overflow:hidden;" id="mce_26_start">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style="overflow:hidden;" id="mce_27_start">Surgeon</span><span style="overflow:hidden;" id="mce_27_end"></span> 1 info...</p> <p><span style="overflow:hidden;"></span></p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; customer2&nbsp; <span style="overflow:hidden;" id="mce_28_start">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><span style="overflow:hidden;" id="mce_29_start">Surgeon</span><span style="overflow:hidden;" id="mce_29_end"></span> 2 info...<span style="overflow:hidden;" id="mce_30_start">&nbsp; etc...</span><span style="overflow:hidden;" id="mce_14_end"><span style="overflow:hidden;" id="mce_15_end"></span></span></p> <p><span style="overflow:hidden;" id="mce_16_end"></span><span style="overflow:hidden;" id="mce_35_start"><span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_31_start"><span style="overflow:hidden;" id="mce_33_start"><span style="overflow:hidden;" id="mce_34_start"></span></span> (Truly they would like Device info too but I figure if I can link 2 tables to 1 customer I can figure out how to do 3 tables.)<span style="overflow:hidden;" id="mce_33_end"><span style="overflow:hidden;" id="mce_34_end"></span></span></span></span></span></p> <p><span style="overflow:hidden;" id="mce_35_start"></span>So I have linked all the tables together.&nbsp; In report designer I&#39;ve been able to create a report with Customer as the main table and Contacts and Surgeons as sub tables but when I run the report I only get:</p> <p><span style="overflow:hidden;" id="mce_39_start"></span>Customer1&nbsp;<span style="overflow:hidden;" id="mce_36_start">info... &nbsp;</span> Contact1 info... <span style="overflow:hidden;" id="mce_37_start">&nbsp; </span>Surgeon1 info...<span style="overflow:hidden;" id="mce_38_start"><span style="overflow:hidden;" id="mce_39_end"></span></span></p> <p><span style="overflow:hidden;" id="mce_38_start"></span><span style="overflow:hidden;" id="mce_40_start"></span><span style="overflow:hidden;" id="mce_40_end"><span style="overflow:hidden;" id="mce_39_start"></span>Customer<span style="overflow:hidden;" id="mce_41_start">2 </span><span style="overflow:hidden;" id="mce_36_start">info... &nbsp;</span> Contact1 info... <span style="overflow:hidden;" id="mce_37_start">&nbsp; </span>Surgeon1 info...<span style="overflow:hidden;" id="mce_38_start"><span style="overflow:hidden;" id="mce_39_end"></span></span></span><span style="overflow:hidden;" id="mce_42_start">&nbsp; etc...</span></p> <p>I can&#39;t pull mutiple contacts or surgeons.</p> <p></p> <p>I have set up other reports with multiple &quot;detail bands&quot; that pull everything from a sub table but that was for a PDF not XLS.&nbsp; Will that work for Excel also?&nbsp; I need regular columns that are searchable and filterable etc.&nbsp; Not just a list like a PDF.</p> <p></p> <p>Thanks,</p> <p>WaveTec</p> <p></p>