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Lesson 9

Lesson 9. Control Break Processing. Detail Reports Exception Reports Summary Reports. Sorting. Reading in sequence Using Logical Files. Figure 15.1 Transaction File. (The sales amount shows ASCII rather than EBCDIC Characters.

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Lesson 9

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  1. Lesson 9

  2. Control Break Processing • Detail Reports • Exception Reports • Summary Reports

  3. Sorting • Reading in sequence • Using Logical Files

  4. Figure 15.1 Transaction File. (The sales amount shows ASCII rather than EBCDIC Characters Acct Salesperson Sales Comm Location RegionNum Amount Pct 000069 BENWAY 023! 10 CHICAGO MIDWEST000100 HUMMER 010’ 05 CHICAGO MIDWEST000101 CLARK 1500 10 TRENTON NORTHEAST000104 CLARK 0500 03 TRENTON NORTHEAST100000 JOHNSON 030# 06 ST. PETERSBURG SOUTHEAST130101 CLARK 3200 20 TRENTON NORTHEAST203000 HAAS 8900 05 ST. LOUIS MIDWEST248545 JOHNSON 0345 14 ST. PETERSBURG SOUTHEAST277333 HAAS 009( 08 ST. LOUIS MIDWEST400000 JOHNSON 070) 08 ST. PETERSBURG SOUTHEAST444333 ADAMS 100% 01 NEW YORK NORTHEAST444444 FEGEN 0100 02 ST. PETERSBURG SOUTHEAST475365 HAAS 0333 05 ST. LOUIS MIDWEST476236 FEGEN 037& 03 ST. PETERSBURG NORTHEAST476530 BENWAY 023% 05 CHICAGO MIDWEST555555 FEGEN 0304 05 ST. PETERSBURG NORTHEAST555666 ADAMS 2003 20 NEW YORK NORTHEAST576235 CLARK 0100 03 TRENTON NORTHEAST583645 KARLSTROM 0145 04 BALTIMORE NORTHEAST649356 HUMMER 0345 05 CHICAGO MIDWEST694446 HUMMER 0904 10 CHICAGO MIDWEST700039 MARCUS 0932 10 BALTIMORE NORTHEAST750020 MARCUS 0305 05 BALTIMORE NORTHEAST800396 KARLSTROM 3030 09 BALTIMORE NORTHEAST878787 JOHNSON 1235 12 ST. PETERSBURG SOURHEAST987654 ADAMS 2005 10 NEW YORK NORTHEAST988888 BENWAY 0450 01 CHICAGO MIDWEST999340 BENWAY 0334 30 CHICAGO MIDWEST

  5. Figure 15.2 One-level Control Break 444333 ADAMS 100% 01555666 ADAMS 2003 20987654 ADAMS 2005 10000069 BENWAY 023! 10476530 BENWAY 023% 05988888 BENWAY 450 01999340 BENWAY 0334 30000101 CLARK 1500 10000104 CLARK 0500 03130101 CLARK 3200 20576235 CLARK 0100 03444444 FEGEN 0100 02476236 FEGEN 037& 03555555 FEGEN 0304 05203000 HAAS 8900 05277333 HAAS 009( 08475365 HAAS 0333 05000100 HUMMER 010’ 05649356 HUMMER 0345 05694446 HUMMER 0904 10100000 JOHNSON 030# 06248545 JOHNSON 0345 14400000 JOHNSON 070) 08878787 JOHNSON 1235 12583645 KARLSTROM 0145 04800396 KARLSTROM 3030 09700039 MARCUS 0932 10750020 MARCUS 0305 05 One-level control break One-level control break SALES ACTIVITY REPORT PAGE 3 SALESPERSON: CLARK ACCOUNT # SALES COMMISSION444333 1,005- 10- 555666 2,003 401 987654 2.005 201 -------- ------- ** SALESPERSON TOTAL $ 3,003 $ 582 SALES ACTIVITY REPORT PAGE 2 SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION444333 1,005- 10- 555666 2,003 401 987654 2.005 201 -------- ------- ** SALESPERSON TOTAL $ 3,003 $ 582 SALES ACTIVITY REPORT PAGE 1 SALESPERSON: ADAMS ACCOUNT # SALES COMMISSION444333 1,005- 10- 555666 2,003 401 987654 2.005 201 -------- ------- ** SALESPERSON TOTAL $ 3,003 $ 582 (a) Sorted Data (by Salesperson) (b) Partial Output

  6. Figure 15.3 Two-level Control Break 583645 KARLSTROM 0145 04 BALTIMORE 800396 KARLSTROM 3030 09 BALTIMORE 700039 MARCUS 0932 10 BALTIMORE 750020 MARCUS 0305 05 BALTIMORE 000069 BENWAY 023! 10 CHICAGO476530 BENWAY 023% 05 CHICAGO 988888 BENWAY 0450 01 CHICAGO 999340 BENWAY 0334 30 CHICAGO 000100 HUMMER 010’ 05 CHICAGO649356 HUMMER 0345 05 CHICAGO 694446 HUMMER 0904 10 CHICAGO 444333 ADAMS 100% 01 NEW YORK555666 ADAMS 2003 20 NEW YORK 987654 ADAMS 2005 10 NEW YORK 203000 HAAS 8900 05 ST. LOUIS277333 HAAS 009( 08 ST. LOUIS475365 HAAS 0333 05 ST. LOUIS 444444 FEGEN 0100 02 ST. PETERSBURG476236 FEGEN 037& 03 ST. PETERSBURG555555 FEGEN 0304 05 ST. PETERSBURG100000 JOHNSON 030# 06 ST. PETERSBURG248545 JOHNSON 0345 14 ST. PETERSBURG400000 JOHNSON 070) 08 ST. PETERSBURG878787 JOHNSON 1235 12 ST. PETERSBURG000101 CLARK 1500 10 TRENTON000104 CLARK 0500 03 TRENTON130101 CLARK 3200 20 TRENTON576235 CLARK 0100 03 TRENTON One-level control breaks (minor key) Two-level control break (major key) (a) Sorted Data (by Location and Salesperson)

  7. Figure 15.3 Two-level Control Break SALES ACTIVITY REPORT PAGE 3 LOCATION: NEW YORK SALESPERSON: ADAMS ACCOUNT # SALES COMMISSION 583645 145 6 800396 3,030 273 -------- ------- ** SALESPERSON TOTAL $ 3,175 $ 279 SALESPERSON: KARLSTROM ACCOUNT # SALES 583645 145 6 800396 3,030 273 -------- ------- ** SALESPERSON TOTAL $ 3,175 $ 279 SALES ACTIVITY REPORT PAGE 2 LOCATION: CHICAGO SALESPERSON: KARLSTROM ACCOUNT # SALES COMMISSION 583645 145 6 800396 3,030 273 -------- ------- ** SALESPERSON TOTAL $ 3,175 $ 279 SALESPERSON: MARCUS ACCOUNT # SALES COMMISSION 700039 932 93 7500020 305 15 -------- ------- ** SALESPERSON TOTAL $ 1,237 $ 108 **** LOCATION TOTAL $ 4,412 $ 387 SALES ACTIVITY REPORT PAGE 1 LOCATION: BALTIMORE SALESPERSON: KARLSTROM ACCOUNT # SALES COMMISSION 583645 145 6 800396 3,030 273 -------- ------- ** SALESPERSON TOTAL $ 3,175 $ 279 SALESPERSON: MARCUS ACCOUNT # SALES COMMISSION 700039 932 93 7500020 305 15 -------- ------- ** SALESPERSON TOTAL $ 1,237 $ 108 **** LOCATION TOTAL $ 4,412 $ 387 (b) Partial Output

  8. Figure 15.4 Three-level Control Break 000069 BENWAY 023! 10 CHICAGO MIDWEST476530 BENWAY 023% 05 CHICAGO MIDWEST988888 BENWAY 0450 01 CHICAGO MIDWEST999340 BENWAY 0334 30 CHICAGO MIDWEST000100 HUMMER 010’ 05 CHICAGO MIDWEST649356 HUMMER 0345 05 CHICAGO MIDWEST694446 HUMMER 0904 10 CHICAGO MIDWEST203000 HAAS 8900 05 ST. LOUIS MIDWEST277333 HAAS 009( 08 ST. LOUIS MIDWEST475365 HAAS 0333 05 ST. LOUIS MIDWEST583645 KARLSTROM 0145 04 BALTIMORE NORTHEAST00396 KARLSTROM 3030 09 BALTIMORE NORTHEAST 700039 MARCUS 0932 10 BALTIMORE NORTHEAST750020 MARCUS 0305 05 BALTIMORE NORTHEAST444333 ADAMS 100% 01 NEW YORK NORTHEAST555666 ADAMS 2003 20 NEW YORK NORTHEAST 987654 ADAMS 2005 10 NEW YORK NORTHEAST000101 CLARK 1500 10 TRENTON NORTHEAST000104 CLARK 0500 03 TRENTON NORTHEAST130101 CLARK 3200 20 TRENTON NORTHEAST576235 CLARK 0100 03 TRENTON NORTHEAST444444 FEGEN 0100 02 ST. PETERSBURG SOUTHEAST476236 FEGEN 037& 03 ST. PETERSBURG SOUTHEAST555555 FEGEN 0304 05 ST. PETERSBURG SOUTHEAST100000 JOHNSON 030# 06 ST. PETERSBURG SOUTHEAST248545 JOHNSON 0345 14 ST. PETERSBURG SOUTHEAST400000 JOHNSON 070) 08 ST. PETERSBURG SOUTHEAST878787 JOHNSON 1235 12 ST. PETERSBURG SOUTHEAST One-level control breaks (tertiary key) Two-level control breaks (secondary key) Three-level control break (primary key) (a) Sorted Data (by Region, Location, and Salesperson)

  9. SALES ACTIVITY REPORT PAGE 3REGION: SOUTHEAST LOCATION: ST. PETERSBURG SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION 000069 231- 23- 476530 235- 12- 988888 450 5 999340 334 100 -------- ------- ** SALESPERSON TOTAL $ 318 $ 70 SALESPERSON: HUMMER ACCOUNT # SALES COMMISSION 000100 107- 5- 649356 345 17 694446 904 90 -------- ------- ** SALESPERSON TOTAL $ 1,142 $ 102 **** LOCATION TOTAL $ 1,460 $ 172 LOCATION: ST. LOUIS SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION 203000 8,900 445 277333 98- 8- 475365 333 17 -------- ------- ** SALESPERSON TOTAL $ 9,135 $ 454 **** LOCATION TOTAL $ 9,135 $ 454 ****** REGION TOTAL $ 10,595 $ 626 SALES ACTIVITY REPORT PAGE 2REGION: NORTHEAST LOCATION: BALTIMORE SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION 000069 231- 23- 476530 235- 12- 988888 450 5 999340 334 100 -------- ------- ** SALESPERSON TOTAL $ 318 $ 70 SALESPERSON: HUMMER ACCOUNT # SALES COMMISSION 000100 107- 5- 649356 345 17 694446 904 90 -------- ------- ** SALESPERSON TOTAL $ 1,142 $ 102 **** LOCATION TOTAL $ 1,460 $ 172 LOCATION: ST. LOUIS SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION 203000 8,900 445 277333 98- 8- 475365 333 17 -------- ------- ** SALESPERSON TOTAL $ 9,135 $ 454 **** LOCATION TOTAL $ 9,135 $ 454 ****** REGION TOTAL $ 10,595 $ 626\ SALES ACTIVITY REPORT PAGE 1REGION: MIDWEST LOCATION: CHICAGO SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION 000069 231- 23- 476530 235- 12- 988888 450 5 999340 334 100 -------- ------- ** SALESPERSON TOTAL $ 318 $ 70 SALESPERSON: HUMMER ACCOUNT # SALES COMMISSION 000100 107- 5- 649356 345 17 694446 904 90 -------- ------- ** SALESPERSON TOTAL $ 1,142 $ 102 **** LOCATION TOTAL $ 1,460 $ 172 LOCATION: ST. LOUIS SALESPERSON: BENWAY ACCOUNT # SALES COMMISSION 203000 8,900 445 277333 98- 8- 475365 333 17 -------- ------- ** SALESPERSON TOTAL $ 9,135 $ 454 **** LOCATION TOTAL $ 9,135 $ 454 ****** REGION TOTAL $ 10,595 $ 626 (b) Partial Output

  10. PREPARESALESREPORT SORTTRANSACTIONFILE READSORTEDSALES-FILE PROCESSONESALESPERSON WRITECOMPANYTOTAL INITIALIZESALESPERSON WRITESALESPERSONHEADING PROCESSONETRANSACTION WRITESALESPERSONTOTAL INCREMENT LOCATIONTOTAL CALCULATE COMISSION WRITE DETAIL LINE INCREMENT SALESPERSON TOTAL READ SORTED SALES-FILE Figure 15.5 One-level Algorithm (a) Hierarchy Chart (Use Keyed/Logical Files to read in sequence)

  11. Sort transaction file on location, salespersonOpen sorted-file, print-fileRead first recordPERFORM UNTIL no more data Initialize salesperson totals MOVE SR-NAME to PREVIOUS-NAME Write salesperson headings PERFORM UNTIL SR-NAME NOT EQUAL PREVIOUS-NAME or no more data Calculate commission Write detail line Increment salesperson totals Read next record END PERFORM Write Salesperson totals Increment company totals by salesperson totals END PERFORMWrite company totalsClose filesStop run Figure 15.5 One-level Algorithm (b) Pseudocode

  12. READ SORTED/LGL SALES-FILE Figure 15.7 Two-level Algorithm(a) Hierarchy Chart PREPARESALESREPORT READSORTED/LGLSALES-FILE PROCESSONELOCATION WRITECOMPANYTOTAL INITIALIZELOCATION WRITELOCATIONHEADING PROCESS ONESALESPERSON WRITELOCATIONTOTAL INCREMENTREGIONTOTAL INITIALIZESALESPERSON WRITESALESPERSONHEADING PROCESSONETRANSACTION WRITESALESPERSONTOTAL INCREMENT LOCATIONTOTAL CALCULATE COMISSION WRITE DETAIL LINE INCREMENT SALESPERSON TOTAL

  13. Sort transaction file on location, salespersonOpen sorted-file, print-fileRead first recordPERFORM UNTIL no more data Initialize location totals MOVE SR-LOCATION to PREVIOUS-LOCATION Write location headings PERFORM UNTIL SR-LOCATION NOT EQUAL PREVIOUS-LOCATION or no more data Initialize salesperson totals MOVE SR-NAME to PREVIOUS-NAME Write salesperson headings PERFORM UNTIL SR-NAME NOT EQUAL PREVIOUS-NAME or SR-LOCATION NOT EQUAL PREVIOUS-LOCATION or no more data Calculate commission Write detail line (if any) Increment salesperson totals Read next record END PERFORM Write Salesperson totals Increment location totals END PERFORM Write location totals Increment company totalsEND PERFORMWrite company totalsClose filesStop run Figure 15.7 Two-level Algorithm (b) Pseudocode

  14. PREPARESALESREPORT SORTTRANSACTIONFILE READSORTEDSALES-FILE PROCESSONEREGION WRITECOMPANYTOTAL INITIALIZEREGION WRITEREGIONHEADINGS PROCESSONELOCATION WRITEREGIONTOTAL INCREMENTCOMPANYTOTAL INITIALIZELOCATION WRITELOCATIONHEADING PROCESS ONESALESPERSON WRITELOCATIONTOTAL INCREMENTREGIONTOTAL INITIALIZESALESPERSON WRITESALESPERSONHEADING PROCESSONETRANSACTION WRITESALESPERSONTOTAL INCREMENT LOCATIONTOTAL CALCULATE COMISSION WRITE DETAIL LINE INCREMENT SALESPERSON TOTAL READ SORTED SALES-FILE Figure 15.9 Three-level AlgorithmHierarchy Chart

  15. Figure 15.9 Three-level Algorithm (b) Pseudocode Sort transaction file on region, location, salespersonOpen sorted-file, print-fileRead first recordPERFORM UNTIL no more data Initialize location totals MOVE SR-REGION to PREVIOUS-REGION Write region headings PERFORM UNTIL SR-REGION NOT EQUAL PREVIOUS-REGION or no more data Initialize location totals MOVE SR-LOCATION to PREVIOUS-LOCATION Write location headings PERFORM UNTIL SR-LOCATION NOT EQUAL PREVIOUS-LOCATION or SR-REGION NOT EQUAL PREVIOUS-REGION or no more data Initialize salesperson totals MOVE SR-NAME to PREVIOUS-NAME Write salesperson headings PERFORM UNTIL SR-NAME NOT EQUAL PREVIOUS-NAME or SR-LOCATION NOT EQUAL PREVIOUS-LOCATION or SR-REGION NOT EQUAL PREVIOUS-REGION or no more data Calculate commission Write detail line (if any) Increment salesperson totals Read next record END PERFORM Write Salesperson totals Increment location totals END PERFORM Write location totals Increment region totals END PERFORM Write region totals Increment company totals by region totalsEND PERFORMWrite company totalsClose filesStop run

  16. How to Write a Control Break Program P R O G R A M M I N G T I P The algorithm for one-, two-, and three-level control breaks follows a general pattern that can be adopted for any control break application and/or any number of levels. We suggest, therefore, that you review the hierarchy chart, pseudocode, and/or COBOL programs that were developed in this chapter and see how those examples fit a general pattern. Start by determining the number of levels in the application, their relative importance (sort order), and corresponding field names. Identify the field names that will be used to detect a control break at each level -- for example, SR-REGION, SR-LOCATION, and SR-NAME in the three-level example used in the text. Modify the hierarchy chart, pseudocode, and COBOL listings from the chapter to accommodate your specific application. Begin with the highest (most important) level and do the following for every level: 1. Initialize the control totals for this level 2. Initialize the field name to detect a control break at this level with the previous value 3. Write the heading for this level (if any) 4. Process this level until the field name at this level is not equal to the previous value OR the field name at a higher level is not equal to the previous value OR no data remains 5. Write this level’s total (if any) 6. Increment the next higher level’s total (rolling totals) At the lowest (transaction) level : 1. Perform the necessary calculations (if any) 2. Write a detail line (if any) 3. Increment the lowest level’s total (running total) 4. Read the next record

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