How do I create a summary on a formula field? It doesn't seem to let you sum on that
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Conditional sum in Crystal
I am trying to do a conditional sum of premiums where the isnew field =1. When I try the formula below I get the following error: "The summary/running total field could not be created"
Sum ({qryPendingCAPoliciesForR
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Answers
I always use running totals for these
http://support.businessobj
Name - PremiumTotal
Type - Sum
Field - {qryPendingCAPoliciesForRe
Execute - Use a formula
Formula
{qryPendingCAPoliciesForRe
Reset - Never
I am not that familiar with the SUM function and no reference material. You might try
Sum ({qryPendingCAPoliciesForR
mlmcc
If you create the summary off of the formula I provided, you will be able to create a summary from it.
If you use certain functions in your formulas, Crystal will not allow you to create a summary off of that formula. Functions like SUM, COUNT, or any other aggregate summary function will not allow you to create a summary based upon that formula.
One advantage of using a simple formula and inserting a summary off of it is that you can have that total available to you at the beginning of the group or report.
A running total is calculated as the records are printed so it is not accurate until the end of the group or report.
I use the formula-summary method as much as I can because it allows me to be more flexible in my report design, and it is less work when I have multiple groupings, all of which need their subtotal of the same data.
I can create one formula, then insert a summary off of it once, at any level, then copy and paste the summary field into the otehr groups that need it.
If I used running totals, I would need to create a new running total for each level.
Running totals have their places, they are just lower on the priority order for me.
Sorry for the long winded talk there, just thought it was important to explain why I use one mthod over the other.
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by: bdreed35Posted on 2005-01-26 at 11:22:52ID: 13145535
You need to do this in a 2 step process:
Create a formula that returns the field or 0:
if {qryPendingCAPoliciesForRe
{qryPendingCAPoliciesForRe
else
0
You can noiw insert a summary for any grouping or for the overall report total.
You can also do a running total, but if you need to do totals at more than one level, you will need a new running total for each level.