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Conditional Grouping

eagles396
eagles396 asked
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Last Modified: 2012-05-05
Hi

I've created a report in Crystal XI which lists the number of clients expecting or achieved payments for the selected financial year.  The report is grouped by a development worker.

I'm having problems creating a group/drilldown so I can see exactly which clients are expecting or achieved payments during each month.

The only way I have managed to get the report working is by creating 2 reports exactly the same but 1 of the reports will drilldown to view the expected payments and the other report will drilldown to view the achieved payments.

Is it possible to do this with only 1 report ?

I tried doing this with 1 report but if a client was expected to receive a payment on 13/06/2007 but they achieved the payment on 10/07/2007 then the report would put the client into the 'Milestone Expected Payments' group and not into the 'Milestone Achieved Payments' group.

Below is the formula that I used:

if {L_FUNDING.Product_Ref}='00002' and {L_FUNDING.ExpectedDate}>= Date (int({?Year}),04, 01) and  {L_FUNDING.ExpectedDate}<= Date(int({?Year}+1), 03, 31) then "Milestone Expected Payments "
or

if {L_FUNDING.Product_Ref}='00002' and {L_FUNDING.AchievedDate}>= Date (int({?Year}),04, 01) and  {L_FUNDING.AchievedDate}<= Date(int({?Year}+1), 03, 31) then "Milestone Achieved Payments "

Tables Used:
--------------
Learners(Learner_ID,Advisor_ID,ContractNumber,FirstName,LastName)
Funding(Learner_ID,Product_Ref,ExpectedDate,AchievedDate,Cost)
Advisor(Advsior_ID,FirstName,LastName)
--------------------------------
Parameters Used:

Year:
Development Worker
------------------------
Report Design

You can see from below that they are 5 payments expecting in April. What I am hoping to achive is to be able to drilldown and view exactly which clients are expected payments in April and all the other 11 months.

                     April  May  June  July  August  September  October  
Value Expected           500
Value Achieved           300
Volume Expected          5
Volume Achieved          3

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MIKESoftware Solutions Consultant
CERTIFIED EXPERT
Top Expert 2006

Commented:
Please DEFINE what these 2 groups are:

MILESTONE EXPECTED PAYMENTS


MILESTONE ACHIEVED PAYMENTS

What criteria are you using to define each. I know you've posted the formula, but I would like to hear your explanation.

I think there is an easier way.

MikeV

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