Solved

Crystal report question - running total?  Variable?

Posted on 2007-04-06
7
344 Views
Last Modified: 2010-05-18
Crystal Report 8.5.  I need a report that shows sales data based on customer join date and purchase activity.  Let's say there are 2 tables one containing contact info and the other purchase history joined by contact_id.  I need to show the count of contacts who made purchases within the first year of them becoming a customer, second year, third year etc.  I tried using a running total using and evaluate using a formula that with a datediff calculation and the numbers does not look right.  
0
Comment
Question by:nkuo
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 4
  • 3
7 Comments
 
LVL 100

Expert Comment

by:mlmcc
ID: 18864616
Are you looking for the first purchase or do you need all purchases accounted for?
By that i mean if i signed up in July 2004.  Purchases in Oct 2004, Aug 2005, and Dec 2006  
Do you count
   1st year - 1  
   2nd year - 1
   3rd year -1

mlmcc
0
 
LVL 100

Expert Comment

by:mlmcc
ID: 18864618
Can you show how you are counting and the results along with sample data?

mlmcc
0
 

Author Comment

by:nkuo
ID: 18865126
only first purchase.  
Sample data would be something like below
contact table
contact_id      Join_date
1      1/1/2004
2      12/23/2005
3      2/29/2007
4      4/2/2006

Order table
order_id      order_date      order_contact_id
1      6/23/2006      1
2      1/21/2007      1
3      12/1/2006      2
4      2/29/2007      3
5      4/5/2006      4

I created an 'purchased within one year'  distinct count running total evaluating
DateDiff ("d", {Contact.Join_Date},Minimum ({Order.Order_Date}, {Contact.Contact_Id}) )  < 365  
would this work?  What is the best way to create the report I want?


0
Enroll in May's Course of the Month

May’s Course of the Month is now available! Experts Exchange’s Premium Members and Team Accounts have access to a complimentary course each month as part of their membership—an extra way to increase training and boost professional development.

 

Author Comment

by:nkuo
ID: 18865162
report can look something like

      Less than 1year      2 years      after_2year
Total      2                           1       1            
0
 
LVL 100

Accepted Solution

by:
mlmcc earned 125 total points
ID: 18865598
Try this idea

In the report header add a formula
Add a fromula
Name - DeclVars
WhilePrintingRecords;
Global NumberVar Less1Year := 0;
Global NumberVar TwoYear := 0;
Global NumberVar After2Year := 0;

Add a group to the report - group on Contact_ID
Sort the report on SALE DATE

Add a formula to the group header
Name - WaitTime
WhilePrintingRecords;
Global NumberVar Less1Year;
Global NumberVar TwoYear;
Global NumberVar After2Year;
Local NumberVar WaitTime;

WaitTime := Datediff("yyyy",{qry_contact_orders.Join_Date},{qry_contact_orders.order_date});

if WaitTime = 0 then
   Less1Year := Less1Year + 1
else if WaitTime = 1 then
    TwoYear := TwoYear + 1
else
    After2Year := After2Year + 1;
""

Add formulas to the report footer
Name - Disp1Year
WhilePrintingRecords;
Global NumberVar Less1Year;
Less1Year

Name - Disp2Year
WhilePrintingRecords;
Global NumberVar TwoYear;
TwoYear

Name - DispAfter2Year
WhilePrintingRecords;
Global NumberVar After2Year;
After2Year

You can add text or labels as necessary

mlmcc
0
 
LVL 100

Expert Comment

by:mlmcc
ID: 18867237
Glad i could help

mlmcc
0
 

Author Comment

by:nkuo
ID: 18867266
Mlmcc. Thank you very much for your help.  
0

Featured Post

Free Tool: SSL Checker

Scans your site and returns information about your SSL implementation and certificate. Helpful for debugging and validating your SSL configuration.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Conditional Text in Crystal 4 69
A string is required here error 20 33
Crystal Reports - Logos 2 33
Help with a Crystal Formula 6 42
Crystal Reports: 5 Tests for Top Performance It is complete, your masterpiece report.  Not only does it meet your customer’s expectations, it blows them out the water, all they want is beautifully summarised and displayed in a myriad of ways. …
There have always been a lot of questions related to when Crystal Reports evaluates report components (such as formulas, summaries, cross-tabs, charts, to name a few examples). Crystal Reports uses a two-pass reporting process to provide greater …
In an interesting question (https://www.experts-exchange.com/questions/29008360/) here at Experts Exchange, a member asked how to split a single image into multiple images. The primary usage for this is to place many photographs on a flatbed scanner…
I've attached the XLSM Excel spreadsheet I used in the video and also text files containing the macros used below. https://filedb.experts-exchange.com/incoming/2017/03_w12/1151775/Permutations.txt https://filedb.experts-exchange.com/incoming/201…
Suggested Courses

732 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question