daily appointment totals

Support for our integrated Contact Manager, Calendar, and Project Tracker.
Posts: 6
Joined: Wed Sep 24, 2008 1:12 pm
PostPosted: Wed Sep 24, 2008 1:18 pm
Hi, John,

I'm carefully trying to understand some of this amazing programming in the Calendar Complete. I feel like such a luddite!

Is there a way to show a total number of appointments for each day?...a summary of how many appointments one has, and would this be easy to have it show up on the horizontal schedule view, so that an appointment that is carried on over multiple days will still be part of each daily total?

Thanks a lot.

Sincerely,
Buff
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Thu Sep 25, 2008 9:15 am
Hi Buff,

Some summaries are easier than others.

To count all the appointments on the daily view, create a new calc in Filter like this...

count ( CalDailyAppointments::_c_CommonOne )

...and make sure it is defined from the context of CalendarDaily. Then just add this to the daily view.

To do this for every day (or time increment) on the horizontal schedule is as easy, you just have to make more fields.

Define a similar calc in Filters like this...

Count ( ResourceChartAppts01::_c_CommonOne )

...making sure its defined from the context of ResourceChartFilters. This will count the first column, be it set to a whole day or a 5 minute increment. You'll need a separate calc for each of the 14 columns, each incrementing the relationship being counted. So here is the calc for the second column:

Count ( ResourceChartAppts02::_c_CommonOne )

And the third, etc.

Count ( ResourceChartAppts03::_c_CommonOne )

Place these anywhere in the header or trailing grant summary of the horizontal layout and you'll be all set.
John Sindelar
SeedCode
Posts: 6
Joined: Wed Sep 24, 2008 1:12 pm
PostPosted: Fri Sep 26, 2008 12:28 am
Perfect! Thanks so much, John.
Posts: 6
Joined: Wed Sep 24, 2008 1:12 pm
PostPosted: Sun Sep 28, 2008 10:02 pm
John, That subtotal for the number of appointments in a day was perfect.

I was wondering if you have two appointments in the same day in the horizontal schedule view, is there a way the view can automatically spread out a bit, so that they are not overlapping each other, but one will show above the other?

Thanks,

Buff
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Mon Sep 29, 2008 5:53 am
Hi Bluff,

Unfortunately, there really is no good way to do this as we can't show one portal inside another. As you probably know, the tool tips on this layout will show you all the appointments which are happening for that resource on that day.

The only other thing I could suggest is that you could add a button to the day at the top of each column which would a) set the focus on that day, and then b) set the scale for the horizontal view to 1 hour. This would let you kind of zoom in on a day.

To do this, set CalFilterDateGlob to the date you wish and then call the script "Set Hours Scale ( Increment )" with a script parameter "Increment = hour".

Hope that gets you closer.
John Sindelar
SeedCode
Posts: 6
Joined: Wed Sep 24, 2008 1:12 pm
PostPosted: Thu Oct 02, 2008 7:25 pm
Hi, John,

Thanks again for your quick reply.

I had forgotten that that was a portal, so of course it can show only one record at a time.

But you're right, the tooltip shows all the info, so with just a tiny bit of mouse effort, the information is quickly shown.

Thanks again.

Buff

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