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Crystal Reports SubTotals , YTD Sales, MTD Sale and Week Sales on the same report

Posted on 2014-04-28
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Last Modified: 2014-04-28
Dear all,

I'm curious about how to achieve what I thought was a simple report showing Sales Year to Date, Month to Date and Week to Date.
All displayed on one Group Footer.

The best way to explain what I'm trying to achieve is attached below in the image.

I've been working with the Crystal Formula. e.g.
 Sum({Sales in GBP},{@Sales Month})

Open in new window


I guess need to create the following groups:

Group 1 =  Customer
Group 2 =  Sales Year
Group 3 =  Sales Month

Then using the today() formula I can work out how make a record selection for Year(SalesDate) = Year(Today())
Year to day Sales Total is quite easy.

But then how do I put on the same group footer the Month to Date total?
Then finally the Week to Date total on the same group footer?

I need some pointer in case I'm going about his in completely the wrong way.
Should I be using Running totals?

Thanks
mchallinor
Report-Layout.png
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Question by:Mchallinor
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2 Comments
 
LVL 101

Accepted Solution

by:
mlmcc earned 2000 total points
ID: 40027185
Crystal has prebuilt date range functions

YTD

If {SalesDate} IN YearToDate then
     {SalesAmount}
Else
    0


MTD
If {SalesDate} IN MonthToDate then
     {SalesAmount}
Else
    0


WTD
If {SalesDate} IN WeekToDateFromSun then
     {SalesAmount}
Else
    0

You can also use
LastFullWeek
Last7Days

The above formulas can be used in summary functions to get the total

mlmcc
0
 

Author Comment

by:Mchallinor
ID: 40027242
Wow,  How have I not used this formula before!   Thank you so much.
I thought it would be easy, but that is crazy simple.

Cheers
mchallinor
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