I am trying to write a formula for a report that sums up payments received, both positive and negative amounts.
The issue I am running into is that when I drop the appropriate field as a Summary into the report, it displays a blank field in the details section for each entry that would've appeared if I put that transaction amount field into the report.
Further, I cannot just hide the details and do things in a group section (I tried).
I was wondering if someone could help me with this, I am at my wits end. I can display more information about the fields themselves if necessary
On a similiar note, is there anyway to do a Where clause/command in Crystal formula?
ie sum({x}) where transactioncode = "x"On a similiar note, is there anyway to do a Where clause/command in Crystal formula?
ie sum({x}) where transactioncode = "x"
1. You can create a running total.
Select and add your 'Field to summarize', set the 'type of summaries'.
Evaluate it on the 'Use a formula', click x+2 buton and enter your formula:
transactioncode = "x"
Reset summaries as you need.
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or
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2. create a formula, kind of this one:
if transactioncode = "x" then {x} else 0
then summarize it
About the issue you have, can you post your formula and some example of your desired result, please?
Showing posts with label payments. Show all posts
Showing posts with label payments. Show all posts
Sunday, March 25, 2012
Sunday, March 11, 2012
Crystal Report Group by Formula
Hi,
I am a novice and any help would be much appreciated.
The database I am using is as below:
A/C No. Name Payments
1 Brown 10.00
1 Brown 25.00
1 Brown 40.00
2 Jones 100.00
2 Jones 150.00
2 Jones 175.00
2 Jones 56.00
3 Smith 65.00
I have grouped the report by account number. I have then created a formula that categorises the customer based on their payments. I then wish to group customers by these categories but Crystal will not allow me to do so.
The best I can do at the moment is export the initial report to Excel and then create a new report in Crystal based on this.
Can anyone point me in the right direction?
Thanks
Andyyou can group by using formula
can u write the formula, so that i can check it.
I am a novice and any help would be much appreciated.
The database I am using is as below:
A/C No. Name Payments
1 Brown 10.00
1 Brown 25.00
1 Brown 40.00
2 Jones 100.00
2 Jones 150.00
2 Jones 175.00
2 Jones 56.00
3 Smith 65.00
I have grouped the report by account number. I have then created a formula that categorises the customer based on their payments. I then wish to group customers by these categories but Crystal will not allow me to do so.
The best I can do at the moment is export the initial report to Excel and then create a new report in Crystal based on this.
Can anyone point me in the right direction?
Thanks
Andyyou can group by using formula
can u write the formula, so that i can check it.
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