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Group Header in Crystal Reports

Posted on 2013-11-14
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Last Modified: 2013-12-16
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..
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Question by:Mikeyman_01
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3 Comments
 
LVL 101

Expert Comment

by:mlmcc
ID: 39649434
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
 

Author Comment

by:Mikeyman_01
ID: 39649696
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
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LVL 101

Accepted Solution

by:
mlmcc earned 2000 total points
ID: 39650194
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
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