The crosstab report will display up to 12 limits but to display multiple regulatory limits in a crosstab or other report that supports them, you must first setup a regulatory limit group and then add the limits you require to this group. When creating groups, we recommend naming your group in a way you can identify it as a group such as using an “_” (underscore character) in front of the name to differentiate a single limit from a group.
Form more information also see the FAQ on Why are my regulatory limits not showing up in reports?
In order for regulatory limits to be displayed:
- You must have created regulatory limits.
- The limits must be of the same sample matrix as the samples being checked.
- Each parameter must have Parameter Units set.
- You should have Unit Conversion checked the Yes or Ask box for Unit Conversion so that for the same parameter all units will match.
- You also must have selected there regulatory limits you want to compare in the Selected Limit dropdown and checked the Yes or Ask box to Display Limits? on the DISPLAY OPTIONS form.
- When linits are to be displayed in the Crosstab Export, you must have checked Display Reg Limits box and made other selections on how they are to be displayed.
Parameter Units can be setup from Manage Lookups in the EDITOR and selecting Parameters. Adding these is as easy as clicking the drop down in the Unknown Matrix box and selecting the correct Matrix and the corresponding Parameter Units.
Regulatory Limits let you compare the incoming data to one or more currently selected regulatory limits to see if any of your data exceed regulatory standards. Of course, you will have to have entered (or imported) the regulatory limits that you want to compare to. Depending on the report, you may apply up to 12 regulatory limits to your data. Where you wish to compare one of more set of limits, you have to setup Regulatory Limit groups for the limits you have entered.
In Enviro Data you can enter the limits into the program, or import them from a spreadsheet file, which may be easier, especially if you have them in digital form.
There are two parts to setting up the limits - creating the limit types and entering the limits.
From the EDITOR, click on Manage Lookups in the Setup group and click on Reg. Limit Types.
This will bring up the REGULATORY LIMIT TYPES form where you can add the regulatory limit type that you will be adding limits for. You can also set several options for how the limit will be displayed when a limit is exceeded. These include any permit options, whether you wish to display an exceedance when the result is at or exceeding the regulatory limit, the report order that will be used for various limit types, the background color when a limit is exceeded and various font options.
For example, you could enter “FA” for the Reg. Limit Type Code, and “Factory” for the Regulatory Limit Type. Then click on Close. Fill out the ACTIVITY LOG and click on Done. Close the MANAGE LOOKUPS form.
Now that we have entered the limit type we can import the limits.
Enviro Data comes with spreadsheet files that make it easy to import your limits. ImportRegLimits.xls is an empty file in this format, and ImportRegLimitsExample8.xls contains some example data. Fields in red font are required fields. Of course, the RegTypeCode and RegType must be the same as you entered above.
Open the ImportRegLimits8.xls file and enter some limit data. Save the file under a new name, and close Excel.
Select Import Data from the EDITOR Import / Edit section. This will open the form seen below.
Select “Reg Limits Import” from the dropdown box under File type and format. Use the Select button to browse for and select the file you created.
The remaining options in the Import Wizard apply only to analytical data import, so we don’t need to go through them.
Click on Finish to proceed with the import, then OK. You will see a popup telling you how many limits were imported.
You don’t have to import the limits before you import your samples and analyses. In fact, you don’t need limits at all unless you want to use them in your retrievals.
For a better understanding of Regulatory Limits and Regulatory Limit Groups we recommend you see the section on Regulatory Limits in Appendix B - Import Formats of the Documentation.
Sometimes you might want a specific report to compare your results to limits from different regulatory limit types. For example, you might need to compare metals to Federal drinking water standards, but organics to State standards. Or you might want to compare each result to multiple limit types. Regulatory limit groups help you do this.
When creating Regulatory Limit Group names, be aware that both the Limit and the Limit Group are selected for reporting from the same place, Selected Limit combo box in the DISPLAY OPTIONS form, so make sure you choose names that will distinguish between limit types and limit groups. We recommend that when creating Reg. Limit Groups that you give them a distinctive name, so you will recognize that you are choosing a group. An underline character “_” at the beginning of the group name will help with that. Again, limit names should be kept short, so they do not exceed the combo box and make it difficult to distinguish one name from another.
To enter or edit regulatory limit groups, click on Reg. Limit Groups on the MANAGE LOOKUPS form. You can advance through the groups using the Access controls at the bottom left of the form. The REGULATORY LIMIT GROUPS form is shown in the figure below.
To create a new group, navigate to a new blank record using the Record control in the bottom left. At the top of the form enter the name for the group. If you need to add Reg. Limit Type, use the Setup By Type button and add them one at a time. The Setup By Type button lets you take all of the limits for a particular regulatory limit type and assign them to a regulatory limit group.
This can be useful if you want a group to have most of the limits from one type, and then a few from a different type, or make a group that has all the limits for several types.Then for each type, enter as many limits as you wish by selecting from the combo box.