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How to create more powerful Chris21 reports using complex selections

Your Chris21 reports will only be as good as the selections you make. Selections tell the report designer what to include in the report output. If your selections are wrong, your report will be wrong.

In many cases, the selections are quite simple. For instance, creating a report to show all employees who started after a specific date.

Of course, not all Chris21 reports are this straightforward. Some can be complex and it can take some thought to make the correct selections.

There are just three connections that can be used in your report selections, AND, OR and BOR. Let’s have a look at a few examples of how and when to use each.

Use the AND connection when two or more conditions must met:

If you want to include employees who are males and who are under 35 years of age:

Gender    Equals          Male      AND

Age        Less Than     35

Output: All males who are under 35

Use the OR connection when either of two or more conditions must be met:

If you want to include employees who are males or who are under 35 years of age:

Gender    Equals          Male      OR

Age        Less Than     35

Output: All males, plus all females who are under 35

Use a combination of AND and OR when the first two or more conditions must be met (if connected with AND) or the subsequent conditions must be met:

If you want to include employees who are males and who started after 31/12/1998 and are under 35 years of age, along with employees who are female:

Gender    Equals              Male                  AND

Joined     Greater Than     31/12/1998         AND

Age        Less Than         35                     OR

Gender    Equals              Female

Output: All males who started after 31/12/1998 and are under 35, plus all females.

BOR is essentially a bracketed OR. Use the BOR connection when some conditions must be met and there is a choice between other conditions:

If you want to include employees who are males and who are under 45 years of age or over 59 years old, the following conditions appear to describe the task:

Gender    Equals              Male      AND

Age        Less Than         45         OR

Age        Greater Than     59

Output: All males who are under 45, plus all employees who are over 59.

The output is incorrect. With these conditions the report will show all males who are under 45, but will also show all employees, male or female, who are over 59. This is clearly wrong as the requirement is for males only.

If you want to include employees who are males and who are under 45 years of age or over 59 years of age:

Gender    Equals              Male      AND

Age        Less Than         45         BOR

Age        Greater Than     59

Output: All males who are under 45 or over 59.

The output is now correct. The BOR tells the report to select only males but those males must be either under 45 or over 59.

Let’s look at a more complex example:

For budgeting purposes, the Finance Director needs to know how many male employees are in higher classifications in one of his areas of responsibility. The report must show all male employees who work in the following Business Units: Financial Reporting (FCB), Financial Management (FCC) or Financial Services (FCD). Of these employees, only those in Classification ASO6 or greater should be shown.

Chris21 Reports Using Complex Selections

This would be written in your Report Designer selections as:

Gender            Equals             Male      AND

Classification    Greater Than    ASO5    AND

Bus Unit          Equals              FCB      BOR

Bus Unit          Equals              FCC      BOR

Bus Unit          Equals              FCD

You can see how BOR can be used to great effect to produce quite complex Chris21 reports with minimal selections. I would be interested to hear if you have any other examples where you have used BOR to good effect.