Solved

Adding subtotal formulas to the excel output from Crystal Reports

Posted on 2008-10-28
6
1,018 Views
Last Modified: 2011-09-20
So far, it doesn't look like you can easily add formulas to the excel output from Crystal Reports.

I have a report that has one column of values, with subtotals throughout. Does anyone know how I can convert those to formulas and not text when I export Crystal Reports to excel?
0
Comment
Question by:tiehaze
[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
  • 2
6 Comments
 
LVL 17

Expert Comment

by:MIKE
ID: 22825535
Can't do it.

Whatever appears in your preview window is what will export to EXCEL. Keep in mind that exporting from one program into another program is a VERY, VERY complicated process. Crystal does a great job as designed.

So tell me exactly what kind of formulas you are needing. What are trying to accomplish...there may be another solution.

Thanks
M
0
 

Author Comment

by:tiehaze
ID: 22825563
The report I am creating is for mutual funds. This report shows all of the securities that a mutual fund invests in, grouping them by security type (i.e. Stocks, Bonds, Government Securities). The first column shows the shares, the second column shows the name of the security, and the 4th column shows the market values.

The 4th column has has subtotals at the bottom of each section, which when exported to excel, I would like it to be the subtotal formulas, not the string value.
0
 
LVL 17

Expert Comment

by:MIKE
ID: 22825640
Does your report ROW counts and ROW positions CHANGE with each run...OR...are they pretty much in the SAME position each time when you export the data.

In the past when I've had this type of requirement, I used an EXCEL SHEET as a EXPORT TEMPLATE....and then  "exported" the data from Crystal into it..I then had my MAIN EXCEL REPORTING FILE SHEET ....."linked" to those cells with in the TEMPLATE. Once the data was exported INTO the template...the MAIN excel sheet was automatically updated.

Again, this works fine for me because my export data rarely if ever changed cell positions.

M
0
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.

 
LVL 17

Expert Comment

by:MIKE
ID: 22825655
so...you could have your main excel sheet formatted with the formulas you wanted and they would auto calcuate any data that comes into the template via the export....
0
 

Author Comment

by:tiehaze
ID: 22825664
Yes, row positions will change (i.e. if securities are sold or bought into the fund).

What are my options since the export data changes cell positions?
0
 
LVL 17

Accepted Solution

by:
MIKE earned 500 total points
ID: 22825725
2 options as far as I can tell...

1. CREATE THE EXACT REPORT including the FORMULAS that you desire WITHIN Crystal itself. I think this is your first BEST option. I'm not understanding yet why you need to change the export from Crystal to Excel....so...why not just use Crystal to create your report EXACTLY as you need it to appear?

2. CHANGE YOUR CRYSTAL REPORT to export the DATA ONLY needed for your calcs into excel. IN essence you would be exporting a data table FOR USE within EXCEL. You could then...AGAIN,...use Excel to manipulate that data anyway you need, formula wise.

I think option 1 is the easiest.
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

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

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 …
This video Micro Tutorial shows how to password-protect PDF files with free software. Many software products can do this, such as Adobe Acrobat (but not Adobe Reader), Nuance PaperPort, and Nuance Power PDF, but they are not free products. This vide…
If you're a developer or IT admin, you’re probably tasked with managing multiple websites, servers, applications, and levels of security on a daily basis. While this can be extremely time consuming, it can also be frustrating when systems aren't wor…

724 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