Group Header in Crystal Reports

Hi Experts,

Sure this is an easy question... But I need a Group Header to show


Annual
YTD

I have no detail fields that specifically say Annual or YTD...I do have detail of {InvoiceSales}

How can I create a subtotal of {InvoiceSales} and show summary for either Annual or YTD..
Michael KatzAsked:
Who is Participating?

Improve company productivity with a Business Account.Sign Up

x
 
mlmccConnect With a Mentor Commented:
So what you want is a report that looks at the last x years of data and shows

The annual totals for the past years with the annual and YTD for current tyear the same.
You also want to show YTD or the past years.

Are you able to get any of that data?

Have you considered a cross tab?

To get the years you can create formulas like

Y2011
If Year({InvoiceDate) = 2011 then
   {SalesField}

Y2012
If Year({InvoiceDate) = 2012 then
   {SalesField}

Y2013
If Year({InvoiceDate) = 2013 then
   {SalesField}


Similarly to get the YTDs
Last Year
If {InvoiceDate} IN LastYearToDate then
   {SalesField}

2yearagoYTD
If DateAdd("yyyy", 1, {InvoiceDate}) in LastYearToDate then
   {SalesField}

This YTD just use the year formula or
If {InvoiceDate} IN YearToDate then
   {SalesField}

You can then summarize those over the group

Do you want to be able to get a rolling X year look?
If so the formulas can be changed to be generic using the Year(CurrentYear)

mlmcc
0
 
mlmccCommented:
I assume you have records where the date is outside the YTD or Annual.

BY annual do you mean in this year as in 2013

Try this

If {InvoiceSalesDateField} IN YearToDate then
    {INvoiceSalesAmountField}
Else
    0

You can summarize that for the YTD.  A similar formula can be used for the annual total

mlmcc
0
 
Michael KatzAuthor Commented:
Maybe I wasn't clear...not a big surprise..


I need the report to look like this... How do I Get the Group to be with the words Annual and YTD??

                                                             2011       2012       2013
GH1a Annual                                        999.99    1213.12   2132.12
GH1b YTD                                             899.99     1151.12   2132.12
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.