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| ReportEASY & ExportEASY (Utility Menu) |
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| General Purpose: This
reference page covers both the ReportEASY and ExportEASY utility programs.
Both use the same
screens. Each option activates fields and options that fits the process
being performed. Ex: the Modify Report button is made active when
ReportEASY is selected and not when ExportEASY is. Both allows user to
build from database file structures to produce custom reports or export
files. Most any data file used in this product can be exported out into
many different formats. Including Excel, ASCII etc... |
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| Access Menu: (start form
Main Menu Screen) |
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Utility
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ReportEASY
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or
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ExportEASY
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| ExportEASY.... |
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| Custom Export & Report Utility Section |
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| Data File Selection Menu |
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Select Data File for Export or Report.
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Highlight
your selection and press enter key.
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OR Double Click your selection.
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OR Highlight
your selection and press Start.
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Press ESC key to Exit..
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OR press Quit to Exit..
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Note:
Data is loaded into temporary files.
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Note:
Current and History data are loaded.
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| Main Screen (Field Selection Screen) |
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Basic Idea, select fields from the
Data Field List using the Selection Control buttons to add
and remove into the Selected Fields list. Then select Sort
Keys form the Selected Fields. |
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Selecting Fields |
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Control Buttons |
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Highlight
field in the Data Field List and then use the Selection
Control Buttons to add to the Selected Fields. See Right >>>
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> = Add single selection.
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< = Remove single selection.
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<< = Remove All.
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>> = Add All.
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Notes: |
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Selection order controls field order for
Export / Report.
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Any fields used for Filter must be
selected into Selected Fields List.
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Selected Fields / Sort Keys |
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Sort |
Control Buttons |
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Rpt..
Check this ON to include on Export.
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Highlight
the field to add to Sort or Remove from.
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> = Add to Sort.
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< = Remove
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<< = Remove All.
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Notes: |
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Sort Keys table is limited
to five sort keys.
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Header Descriptions: |
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Field: field name.
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TP: field type, C-Character,
N-Numeric, D-Date, L-Logical.
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Len: field length.
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Rpt check allows you to
deselect fields that you need for filter but not on report/export.
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A/D: sort order, allows you to select A - Ascending or D - Descending
order.
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Select this when all fields and Filter has
been set to load data.
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Select this to quit.
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Tip:
make sure to save custom format before quitting.
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Filter Section |
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Edit,
select this to edit the filter commands. |
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Enter FoxPro Filter commands..
learn
more.... |
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Custom Catalog Section |
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You can save and retrieve custom report
and export formats for later use. |
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Retrieve
Button |
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This opens a selection window to retrieve
saved report or export formats.
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Note:
custom reports and export formats are unique for each user.
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As custom report and export formats are
saved, there saved on that users local drive. This makes it unique for
this user. At least for this machine.
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Each data file has it's own catalog of
saved formats.
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The idea is to create custom formats that
can be used over and over again without having to re-create them.
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Report/Export Description |
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Enter a description for this report or
export format.
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Note:
this is displayed during Retrieve above.
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Note:
press enter key to activate save buttons.
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Last Update, last update of this
custom format. |
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SaveID, file ID for this report or
export format. (internal use) |
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Export/Report |
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ON Catalog this as an Export
Format..
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OFF Catalog this as an Report
Format..
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Note:
this is equivalent to selecting ExportEASY or ReportEASY from pull down
menu. In other words; you can change from Export type to Report type
using this option.
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Save Buttons |
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Save
select this to save this custom format..
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Save As
select this to save as, use this to copy a format to another..
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Tip:
be sure to rename the description when you save as..
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| Loaded Data Screen (Browse Data) |
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After selecting the
Load Data button from previous screen. |
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This allows user to browse the data that
will be exported or reported on. |
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Filter Section |
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Edit,
select this to edit the filter commands. |
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Export Section |
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Format Type |
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DBF FoxPro (This Version), DBF
- Excel Version 5, XL5
- Excel Version 2, XLS
- Lotus 123 Version 1a, WKS
- Lotus 123 Version 2x, WK1
- Lotus Symphony Version 1, WRK
- Lotus Symphony Version 1x, WR1
- VisiCalc, DIF
- MS Multiplan Version 4x, MOD
- ASCII Fix Length, SDF
- ASCII Delimited, TXT
- ASCII Delimited with :, TXT
- ASCII Delimited with BLANK, TXT
- ASCII Delimited with TAB, TXT
- Comma Separated Value File, CVS
- Note:
activated when working with ExportEASY..
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Drive:\Path\Filename |
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Enter the drive path and filename of the
export file using MS DOS 8 character format.
- Note:
the system will automatically add the proper extension
to your filename.
- Ex: Format Excel
Version 5 extension is XL5, you only need to make up a
8 character filename, the system will add the XL5 extension. (MyExport
will become MyExport.XL5)
- Tip:
keep path and filename simple using DOS naming conventions. (8
character format)
- Note:
using XP long name conventions will cause saving errors.
- Note:
activated when working with ExportEASY..
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Grid Style Report |
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ON to use the default grid style
report form for this report. (default)
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OFF to use the
Modify Report utility to design
this report.
- Note:
you must SAVE to Custom Catalog before this option is
activated.
- Note:
requires some knowledge of FoxPro report writer.
- Note:
activated when working with ReportEASY..
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| Command Buttons |
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Save |
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Select this to save to named export file.
- Note:
after saving, locate that export file using the software product
that can read the format it's exported to.
- Note:
activated when working with ExportEASY..
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Modify Report |
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Select this to modify the custom report
using the FoxPro report writer.
- Note:
requires some knowledge of FoxPro report writer.
- Note:
activated when working with ExportEASY and only after saving
custom catalog..
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Print |
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Select this to print this custom report.
- Note:
activated when working with ReportEASY..
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Done |
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Select this to return back to the main
Field Selection screen.
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FoxPro Filter Commands |
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You can use these basic FoxPro commands
with functions to filter the type of data you wish to Export or Report on. |
| Basic Commands
and Functions |
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Function/Description |
Usage
Format |
| SUBSTR() -
select portion of string value |
SUBSTR(ChrField1,
start position, length) |
| .AND. - this and
that |
ChrField1 =
'ABC' .AND. NumField2 = 3 |
| .OR. - this or
that |
ChrField1 =
'ABC' .OR. NumField2 = 3 |
| .NOT. - not that |
.NOT.
ChrField1 = 'ABC' .AND.
NumField2 = 3 |
| < - less than
sign |
NumField1 < 3 or DateField1 <
DATE() |
| > - greater than
sign |
NumField1 > 3 |
| <> - not equal
to sign |
NumField1 <> 3 |
| = - equal to
sign |
NumField1 = 3 |
| <= - less than
or equal to sign |
NumField1 <= 3 |
| >= - greater
than or equal to sign |
NumField1 >= 3 |
| $ - equal to.. |
ChrField1 $
"ABC" "A" $ "ABC" IF letter A = A or B or C..
statement is true. |
| DELETED() |
returns TRUE if
record is deleted |
| UPPER() |
UPPER(ChrField1)
forces all upper case |
| LOWER() |
LOWER(ChrField1)
forces all lower case |
| LTRIM() |
LTRIM(ChrField1)
forces left trim |
| RTRIM() |
RTRIM(ChrField1)
forces right trim |
| ALLTRIM() |
ALLTRIM(hrField1) forces all trim |
| DTOC()
- Date To Character |
DTOC(DateField1)
converts date to character |
| CTOD()
- Character To Date |
CTOD(ChrField1)
converts character to date |
| STR() |
STR(NumField1,
Length, Decimals) converts a Numeric field to a character. |
| DATE() |
Today's date in
date format. |
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| Data Types |
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| C = Character |
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| N = Numeric |
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| D = Date |
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| L = Logical |
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| RULES... |
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Cannot MIX data types in comparing.. |
.. compare Chr to Chr, Date to Date etc... |
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Character Strings must be in quotation
marks |
.. Single or Double but not mixed. |
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Characters are CASE Sensitive... |
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Include .NOT. DELETED() if you do not want
deleted records. |
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| Examples: |
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Comparing date format fields. |
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DateField1 <= CTOD('05/10/2006') |
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DateField1 (D) = database field name
- converting a given
character date to date format.
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Tip: compare using date format when possible.
- Filter: all records
that the DateField1 is less than or equal to 05/10/2006
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DateField1 = CTOD('05/10/2006') |
- comparing to this single
date.
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DateField1 >= CTOD('05/10/2006') .AND.
DateField1 <= CTOD('05/20/2006')
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- Filter: all records
within the date range of 05/10/2006 and 05/20/2006.
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Note: the .AND. clause is used here.
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DateField1 > CTOD('05/09/2006') .AND.
DateField1 < CTOD('05/21/2006')
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- Filter: all records
within the date range of 05/10/2006 and 05/20/2006.
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Note: same as above, except the = sign is
removed. The dates are adjusted so the 10th and 20th would
be included.
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DateField1 <= DATE() |
- Filter: all records
that the DateField1 is less than or equal to today's
date.
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Comparing character format fields. |
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ChrField1 = 'ABCD' |
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ChrField1 (C) = database field name
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ChrField1 is 4 bytes in length
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Note: must be in quotations.
- Filter: all records
that ChrField1 is equal to 'ABCD' (exactly)
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SUBSTR(ChrField1,2,1) = 'B' |
- comparing the 2nd byte of
ChrField1
- Filter: all records
that the 2nd character of ChrField1 is equal to 'B'
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SUBSTR(ChrField1,2,3) = 'BCD' |
- comparing the 2nd,3rd and
4th bytes
- Filter: all records
that the last 3 characters is equal to 'BCD'
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SUBSTR(ChrField1,1,2) = 'AB' |
- comparing the 1st and 2nd
bytes
- Filter: all records
that the 1st two characters is equal to 'AB'
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ALLTRIM(ChrField1) = 'ABCD' |
- Filter: all records
that ChrField1 is equal to 'ABCD' (exactly)
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SUBSTR(ChrField1,1,2) = 'AB' .AND.
DateField1 >= CTOD('05/10/2006') .AND.
DateField1 <= CTOD('05/20/2006') |
- Filter: all records
that the 1st two characters of ChrField1 is equal to 'AB' AND
the DateField1 is
within the date range of 05/10/2006 and 05/20/2006.
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Comparing numeric format fields. |
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NumField1 >= 50.00 |
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NumField1 (N) = database field name
- Filter: all records
that NumField1 is equal to or greater than 50.00
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NumField1 <> 0.00 |
- Filter: all records
that NumField1 is not equal to 0.00
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Note: quotations are not necessary for numeric
type.
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.NOT. NumField1 = 0.00 |
- Filter: all records
that NumField1 is not equal to 0.00 (same as above)
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NumField1 >= 50.00 .AND.
SUBSTR(ChrField1,1,2) = 'AB' .AND.
DateField1 >= CTOD('05/10/2006') .AND.
DateField1 <= CTOD('05/20/2006') |
- Filter: all records
that NumField1 is greater than or equal to 50.00 AND
the 1st two characters of ChrField1 is equal to 'AB' AND
DateField1 is
within the date range of 05/10/2006 and 05/20/2006.
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Comparing logical format fields.
True or False |
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LogField1 = .t. |
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LogField1 (L) = database field name
- Filter: all records
that LogField1 is true
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LogField1 = .f. |
- Filter: all records
that LogField1 is false
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.NOT. LogField1 = .t. |
- Filter: all records
that LogField1 is false
- same as above...
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.NOT. LogField1 = .f. |
- Filter: all records
that LogField1 is true
- same as (LogField1 = .t.)
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LogField1 = .t. .AND.
NumField1 >= 50.00 .AND.
SUBSTR(ChrField1,1,2) = 'AB' .AND.
DateField1 >= CTOD('05/10/2006') .AND.
DateField1 <= CTOD('05/20/2006')
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- Filter: all records
that LogField1 is true AND NumField1 is greater
than or equal to 50.00 AND the 1st two characters of
ChrField1
is equal to 'AB' AND DateField1 is
within the date range of 05/10/2006 and 05/20/2006.
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More examples... |
statcode = 'P' .AND.
pdate >= CTOD('01/01/2005') .AND.
pdate <= CTOD('12/31/2005') .AND.
salesmn = 'KEB' |
- Filter: all records
that the Status field (statcode) is equal to 'P' (posted)
and the Post Date field (pdate) is within the year of 2005
and the Salesman Code (salesmn) is equal to KEB.
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salesmn = 'KEB' .AND. ytdsls >
4999.99 |
- Say you wanted to export a
customer list for a certain salesman of all customers with
sales greater than $5,000.
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salesmn = 'KEB' .AND. ytdsls >
4999.99
.AND. ldate <= DATE()-60 |
- (same as above) but
- No sales in the last two
months
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Note: DATE()-60 is Today's date minus 60 days.
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