Adding subtotal formulas to the excel output from Crystal Reports

Posted on 2008-10-28
Medium Priority
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?
Question by:tiehaze
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LVL 17

Expert Comment

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.


Author Comment

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.
LVL 17

Expert Comment

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.

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LVL 17

Expert Comment

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....

Author Comment

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?
LVL 17

Accepted Solution

MIKE earned 2000 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.

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