Tuesday, July 10, 2018

Stonefield Query SDK Version 7.1

We are pleased to announce the release of version 7.1 of the Stonefield Query SDK. This is mainly a maintenance release but there are a few new features.

  • The Stonefield Query SDK is now available with two license types: Ultimate and Pro. Ultimate is the full-featured version of the SDK and is designed for developers creating reporting solutions for their customers while Pro is a less expensive license intended for consultants, IT staff, or technical people creating a reporting solution for internal use or a single customer.

  • The new Content setting for fields allows you to specify the type of content for a field, which determines how it's rendered in a report.

  • You can now open multiple instances of Stonefield Query Studio.

  • The new BusinessDays function returns the number of business days between the two specified dates, skipping Saturday and Sunday and optionally holidays.

  • There are new This Calendar Year and This Fiscal Year choices for the Is operator for filter conditions on date fields.

  • Grand totals for subreports no longer appear at end of the main report since they are rarely wanted.

  • All dialogs have help buttons so help is even easier to access than before.

  • The Scheduled Tasks dialog now automatically refreshes itself every five seconds while a schedule is being run, saving you having to manually click the Refresh button periodically to see if the task finished.

  • You can no longer change the Data group or table for an existing formula since doing that causes the formula to fail. If you need to change the table, recreate the formula in the correct table.

  • The cross-tab and label field properties dialogs now have an Enclose negative values in parentheses option.

Friday, July 6, 2018

Stonefield Query Enterprise Version 4.0

We are pleased to announce the release of version 4.0 of Stonefield Query Enterprise. There are lots of new features in this release.

  • A new linked report type, Side By Side, is now available. When this is used, you can preview a parent and child report beside each other.

  • You can specify an optional display expression for report fields. If specified, the value of the expression will be displayed in place of the field value, but sorting will be preserved.

  • If enabled for the project, users can click the Forgot password? link on the login page to receive a password reset email and change their password.

  • You can now export a report (File, FTP, Email) directly without previewing it first from the Export Options dialog.

  • The new Templates menu item under the Tools menu will take you to a template management window, where you can copy, delete, or edit your templates.

  • A new Expression Builder dialog is available for filter condition expressions, display expressions, and conditional format expressions.

  • A warning now appears when refreshing collections since all users will be logged out.

  • Browser password managers such as Chrome Smart Lock are now supported in the Login page.

  • A new setting in the Options dialog allows you to impose a limit on how much system memory is occupied when a query is split and joined in memory.

  • The new Training function in the Help menu allows you to launch an in-app training program that covers the use of the main Reports Explorer.

  • The Export Options dialog now has settings organized into groups. Groups are collapsed by default unless any settings in that group have been changed.

  • When you click the button for a filter condition, existing values for the condition are now pre-selected in the list.

  • You can now search the values list when you click the button for a field or filter condition.

  • Previewing a batch report now opens the report in a new preview tab. To export a batch report, use the Export Options dialog.

  • The Schedule Wizard no longer displays tags that don't contain any reports.

  • If you have Tenant support enabled, Administrator users will see the Tenant and Last Modified User in the report list. This will make reports with similar names easier to manage in multi-tenant installations.

  • The output of a quick report to the data only formats such as XLSX has been improved.
  • You can now show percentage values for the point labels in Pie, Doughnut, and FullStacked charts.

  • We now do a better job calculating the column width of columns in a cross-tab.

  • The output of a cross-tab report to the data only formats such as XLSX has been improved.

  • A new function, GetConditionValue, allows you to retrieve filter values for a running report and use the values in a formula expression.

  • The list of available functions no longer includes duplicates or obsolete functions.

  • You can now use LIKE as a comparison operator in database expressions.

  • If a report has the same filter conditions as a group formula on that report, the values from the report will be used. Note that this only affects non ask-at-runtime filter conditions. You will continue to be prompted if ask-at-runtime is toggled on.

  • A list of commonly used expressions is now available.

  • You no longer need to manage the fields included in an expression. If you insert (or type in manually) a field in TableName.FieldName syntax in an expression, the appropriate fields are added automatically.

  • There is improved support for ntext type fields in formula expressions.

  • You can now search the available field list when editing a formula expression.

  • Date functions can now be used with database columns that may have null values.

  • Date fields formatted as Date (using {0:d}) now appear with the same format in Excel output.

  • You can now specify a Reply To email address in email settings.

  • The loading performance for reports, formulas, and schedules has been improved.

  • You can now show the name of the current database in the report header.

  • You no longer have to restart the server after making changes to licenses.

  • More kinds of SQL Statements are now supported when creating a SQL Passthrough report, and there's no longer a length limit on the SQL Statement.

  • You can now output reports to an XML document format.

Wednesday, June 6, 2018

Stonefield Query for ALERE 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for ALERE. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Stonefield Query for HEAT Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for HEAT. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Wednesday, May 30, 2018

Stonefield Query for AccountMate 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for AccountMate. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Wednesday, May 23, 2018

Stonefield Query for GoldMine Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for GoldMine. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Thursday, May 3, 2018

Reporting4Act! Version 7.0.6696

Note that as of version 7.0, Stonefield Query for Act! is now known as Reporting4Act! - Powered by Stonefield Query.

We are pleased to announce the release of version 7.0.6696 of Reporting4Act!. This release includes all the previous version 7.0 features, including compatibility with Act! version 20.1. There are lots of new features on the list.

Version 7.0.6696

  • A new Displaying Rich Text sample report was added, demonstrating how formatted text can be included in report output.

  • Several "Details" and "Note" field captions have been updated to "Details (Text Only)" and "Note (Text Only)", to clarify their behavior as compared to the existing "Details (With Formatting)" and "Note (With Formatting)" fields.

  • Several documentation topics have been updated.

Version 7.0.6687

  • Several new sample reports have been added, and all sample reports using the Act! 2010+ data provider have been refreshed.

  • A new "My Record Header" template has been added, demonstrating how to include your My Record information in a report layout.

  • A utility for rebuilding the Act! database views (KQCRebuildOLEDB.exe) is now distributed in the Utilities folder.

  • "Multi" fields for reporting on Act! multi-select picklist fields are now supported for Act! custom tables.

  • Several items involving direct communication with Act! through a plugin now run more quickly than they did previously.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Version 7.0

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

Tuesday, April 24, 2018

Stonefield Query for Legrand CRM Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for Legrand CRM. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Stonefield Query for Sage Pro ERP Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for Sage Pro ERP. There are lots of new features in this release.

  • If you are using FoxPro data, you can now tell Stonefield Query to use an UNC path rather than a drive mapping (which often causes problems because drive mappings aren't supported in scheduled reports) by adding a section in Data.ini that maps the drive letter to the UNC path.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Stonefield Query for Sage 300 Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for Sage 300. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

  • There are now relationships between the Tax Tracking (TXAUDH) and the Tax Authorities (TXAUTH) tables, the Sales Orders (OEORDH) and Ship-To Locations (ARCSP) tables, and the Shipment Day End Details (OESHTD) and Shipments Day End (OESHTH) tables.

Thursday, April 19, 2018

Stonefield Query SDK Version 7.0

We are pleased to announce the release of version 7.0 of the Stonefield Query SDK. There are lots of new features in this release.

Report Designer

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Stonefield Query Studio

  • The DataEngine object has a new UserCancelled property that contains True if the user clicked Cancel when prompted for a parameter value. It also has a new CancelReport method you can call from script code that stops the run of a report if, for example, the user clicks Cancel when GetValueForField or GetValueForParameter is called.

  • The User object has a new CanCreateReports property that indicates whether the user can create reports or not.

  • The Application object has new License and BatchReportRunning properties. Also, changing the value of CanEditReports is ignored if the user has a Basic license.

Friday, April 6, 2018

Grouping Values Together

Sometimes, you want values grouped together. For example, rather than displaying individual ages, such as 25, 26, 27, and so on, you want them grouped, such as "Under 20," "20 - 29," "30 - 39," and so on. To do that, create a formula using an ICASE statement that determines what to display if the value falls into a certain group. For example:

ICASE(Student.Age < 20, " Under 20",
Student.Age < 30, "20 - 29",
Student.Age < 40, "30 - 39",
"40 +")

Note the space at the start of " Under 20"; this ensures it sorts before "20 - 29". Because the expression checks for the numbers from lowest to highest, it doesn’t have to check for ranges such as BETWEEN(Student.Age, 20, 29); the earlier comparison eliminated lesser values. Also notice there is no final condition: that means “any other values”, which is displayed as “40+”.

Here's another example: this groups car manufacturer by country:

ICASE(INLIST(Auto.Make, "Ford", "GM"), "U.S.",
INLIST(Auto.Make, "BMW", "Volkswagen"), "Germany",
"Other")

Note that if there are a lot of groups or a lot of values in each group, the expression may be longer than 255 characters, which is the maximum length of an expression. In that case, create a function that does the work and call the function from the formula. For example, here is the expression for a formula handling age groups:

GetAgeGroup(Student.Age)

Here is the code for that function:

lparameters tnAge
do case
    case tnAge < 20
        return " Under 20"
    case tnAge < 30
        return "20 - 29"
    case tnAge < 40
        return "30 - 39"
    case tnAge < 50
        return "40 - 49"
    case tnAge < 60
        return "50 - 59"
     case tnAge < 70
        return "60 - 69"
    case tnAge < 80
        return "70 - 79"
    case tnAge < 90
        return "80 - 89"
    otherwise
        return "90+"
endcase

Thursday, March 15, 2018

Stonefield Query for Act! Becomes Reporting4Act!

Stonefield Software is pleased to announce a deal with Keystroke Quality Computing: effective March 15, 2018, Keystroke is the exclusive worldwide distributor of our Act! reporting solution. “Stonefield Query for Act!” has been rebranded to “Reporting4Act! - Powered by Stonefield Query” and is available in three new tiers: Pro, Premium, and Ultimate, designed to fit all budgets. All tiers of Reporting4Act! include hundreds of built-in Act! reporting templates and support the custom tables in the new Act! Premium Plus 20.1 right out of the box.

This partnership combines the distribution reach of the world’s #1 Act! Reseller with the technology of the best Act! reporting software on the market, and completes Keystroke’s suite of CRM add-on products including reporting, database design, and workflow automation. For more details, see Keystroke's blog post.

Here are answers to some common questions about this deal.

What happens to my Stonefield Query for Act!?

Nothing: you can continue to use it as you did before. When you upgrade to a new version, you’ll be upgrading to Reporting4Act!, as it replaces Stonefield Query for Act!. Speaking of which, you’ll want to upgrade to version 7.0, because it adds a lot of new features, including support for custom tables added in Act Premium Plus version 20.1 and later.

How does support work?

The same as it did before: Stonefield Software continues to provide support for both Stonefield Query for Act! and Reporting4Act!. You continue to request support by creating a support ticket on our web site.

How does software maintenance work?

If you purchased Stonefield Query for Act! from Stonefield Software, we will contact you when your software maintenance is due for renewal as we did before. If you purchased Reporting4Act! from Keystroke, they will contact you. Software maintenance works the same regardless who you purchase it from: you continue to receive updates, technical support, and use of subscription licenses as long as your software maintenance is current.

Why did Stonefield do this?

Keystroke is a world-renowned Act! reseller with a much bigger global reach than Stonefield. They also have a larger marketing and sales team. As a result, they can reach more resellers and end-users than Stonefield could ever hope to. We feel that this partnership makes both companies better and allows us to put our reporting solution into the hands of more people than ever.

Tuesday, January 30, 2018

Calculating Profit Margin and Other Expressions with Division

An expression that does division, such as calculating profit margin, is trickier than it looks. The problem is how do you calculate a group or end-of-report value?

For example, you can create a formula to calculate the profit margin of an item using something like "(SaleAmount - Cost)/SaleAmount * 100." That expression works correctly for detail items but not for groups. Suppose an invoice has one item sold for $2.00 that you paid $1.00 for (a 50% margin) and another item for $20.00 that you paid $15.00 for (a 25% margin). The total sale amount for the invoice is $22.00 and the total cost of the items is $16.00 for an overall margin of 27%. For a group footer for that invoice, you clearly can't sum the margins (25 + 50 = 75%), nor can you average them ((25 + 50)/2 = 37.5%). What you really need the report to do is to total the sales amounts, total the cost amounts, and then calculate the margin at the group level from those totals.

Fortunately, Stonefield Query has a way to do that: formulas with group level recalculation. See the help topic for “Creating Your Own Formulas” for a discussion of how to use that feature.

If you’re doing the calculations manually in the Advanced Report Designer rather than with formulas, you need to calculate the margin with variables. In the Advanced Report Designer, choose Variables from the Report menu, click Add, enter a name such as GroupPrice, and use these settings:

Value to store: the name of the field containing the price, such as EXTPRICE
Initial value: 0
Reset value: choose which group to restart the calculation on
Calculation type: Sum

This tells Stonefield Query to sum up the price field at the group level. Create another variable named TotalPrice with the same settings but Reset Value should be Report so it sums the price field for the whole report.

Create two more variables, GroupCost and TotalCost, that are similar but use the name of the cost field instead.

Finally, use these variables in fields in the Group Footer band and Summary band to display the overall margin. For example, for the one in the Group Footer band, use:

iif(GroupPrice = 0, 0, (GroupPrice - GroupCost) / GroupPrice * 100)

That way, the calculation is done the same way you'd do it by hand: total up the price, total up the cost, and do the calculation on the totals.

Monday, January 22, 2018

ClickBase Competitive Upgrade

With the ending of support for ClickBase for AccountMate, finding a replacement may be difficult. Stonefield Query is that replacement.

Stonefield Query for AccountMate provides a step-by-step method to create professional business reports from information stored in AccountMate. Anyone can create detailed reports, high level overview, drill-down, charts/graphs, pivot tables, and more in minutes rather than hours. Stonefield Query for AccountMate works with the latest version of AccountMate SQL and earlier versions.

Stonefield Software is offering AccountMate users a 50% off competitive upgrade from ClickBase to Stonefield Query for AccountMate until June 30, 2018.  That includes one Report Designer license and five Report Viewer Subscription licenses. Contact sales@stonefieldquery.com for more details.

Thursday, January 11, 2018

Stonefield Query for AccountMate webinars

Stonefield is presenting a webinar for AccountMate Business Partners on Stonefield Query for AccountMate and our new ClickBase competitive upgrade on Wednesday, January 17, 2018 at 1:00 Eastern. Register today on the AccountMate Business Partner web site.

We are also presenting a webinar for AccountMate users on Stonefield Query for AccountMate and our new ClickBase competitive upgrade on Wednesday, February 7, 2018 at 1:00 Eastern. Register today at https://www.accountmate.com/education/webcasts.asp