In Crystal Reports, creating a manual running total based on specific conditions (e.g., next or previous records) involves using variables and formulas. Here’s an example: Scenario: You want to calculate a manual running total for sales, but only for records where the sale amount is greater than a certain threshold, say $1000. Steps: 1. Create…
Year: 2024
Case Study: Automating Funds Disbursement Reporting for a Casino Client
Case Study: Automating Funds Disbursement Reporting for a Casino Client Client Challenge Our client, a prominent casino operator, faced a complex reporting requirement for their funds disbursement transactions. They were required to submit detailed reports to FINTRAC and other regulatory bodies, documenting each financial transaction made by customers. This reporting structure was particularly intricate because…
Case Study: Automated Reporting System for Healthcare Pharmacy Client
Background Our team was approached by a healthcare client in the pharmacy sector who faced challenges with their existing reporting system. The client’s management relied heavily on reports developed in Excel to track pharmacy performance metrics, such as year-over-year and month-over-month pharmacy revenues, as well as a matrix comparing performance by physician. Additionally, they wanted…
Case Study: Leveraging Business Intelligence to Streamline Disability Case Costing in Healthcare
Case Study: Leveraging Business Intelligence to Streamline Disability Case Costing in Healthcare Client Challenge A healthcare company specializing in disability case management approached us with a significant problem: despite careful case costing efforts, the actual costs were consistently exceeding estimates. This company had a contract with a major client, managing disability cases at a fixed…
Business Case Study: Transforming S&B Textiles with Business Intelligence (BI)
Background S&B Textiles, a garments manufacturing company with in-house Knitting, Dyeing, and Garments manufacturing units, was acquired by new management while operating at a loss. Dyeing, the most critical and cost-intensive unit, consumed large amounts of electricity, gas, dyes, and chemicals, accounting for a significant portion of production costs. In particular, dyes and chemicals, which…
Enhancing Medact HIPAA Client Software for Customizable Reporting Solutions
A healthcare client using Medact HIPAA-compliant software approached us with a need to streamline and enhance their reporting capabilities. They relied on a set of pre-built, or “canned,” reports generated through SAP Crystal Reports, but these standard reports only provided limited data views, primarily focused on sales figures. The client required more dynamic, customizable reports…
How to Enable “Show Items with No Data” in Power BI for Complete Time-Based Reporting
How to Enable “Show Items with No Data” in Power BI for Complete Time-Based Reporting In Power BI, many companies and end-users want to see all months in a report, regardless of whether data is available for each one. For instance, management may require insights across a full fiscal year, even for months with no…
Maximizing the Power of Visual Calculations in Power BI
Visual calculations in Power BI are invaluable, especially when traditional DAX formulas make seemingly simple calculations overly complex. Leveraging visual calculations simplifies the data transformation process, allowing users to drive insights without excessive code. Recently, I faced a scenario where I needed to split a total forecast by month into separate USD and CAD forecasts….
How to Re-include an Excluded Column or Row in Power BI Matrix: A Simple Guide
How to Re-include an Excluded Column or Row in Power BI Matrix: A Simple Guide In Power BI, filters are a powerful feature that help customize your visuals. Sometimes, you may accidentally exclude a column or row from a visual, such as a Power BI matrix. This exclusion can happen when you manually apply filters…
Advantages of Temporary Tables Over Common Table Expressions (CTEs) in SQL
In SQL, temporary tables and Common Table Expressions (CTEs) both handle complex queries, but temporary tables have advantages in scenarios requiring multi-step processing or performance optimization in certain conditions. Here are some complexities where temp tables are typically more effective than CTEs: