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Crystal Formula to "conditionally count/sum"

Posted on 2016-11-28
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Last Modified: 2016-11-28
Gurus,

I created a series of reports that include "conditional count/sum" formulas like this:

if {TBL_HISTORYTYPE.NAME} = "Client Visit Completed" then 1 else 0

Unfortunately, I recently found out that some of the records are repeating because of another table that's tied to the History table.  (CONTACT -> HISTORY -> HISTORYTYPE) (My counts are incorrect if multiple contacts are included).

I'm trying to avoid rebuilding all of these reports by adding subreports for the contact information.

Is there a way to incorporate the HISTORY.HISTORYID field (string) in the formula to only sum if the HISTORYID has changed?

Also, my "totals" have to appear in the Report Header - so I don't think a "running total" will work.

I appreciate any ideas!  Thanks in advance
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Question by:SStroz
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Accepted Solution

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mlmcc earned 500 total points
ID: 41904828
You are correct that a running total won't work.

Try this

if {TBL_HISTORYTYPE.NAME} = "Client Visit Completed" then 
    {HISTORY.HISTORYID}

Open in new window


Do a distinct count on that field.

mlmcc
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LVL 7

Author Closing Comment

by:SStroz
ID: 41904870
Shoot - I closed this too soon.

I should have mentioned that I have 3 formulas like this:

if {TBL_HISTORYTYPE.NAME} = "Client Visit Completed" then {HISTORY.HISTORYID}
if {TBL_HISTORYTYPE.NAME} = "Prospect Visit Completed" then {HISTORY.HISTORYID}
if {TBL_HISTORYTYPE.NAME} = "Trial Visit Completed" then {HISTORY.HISTORYID}

It doesn't look like it's counting correctly.  

It looks like Crystal is counting a "1" where there should be a "0".  ??


Any ideas?
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LVL 100

Expert Comment

by:mlmcc
ID: 41905141
I was afraid that might happen.

It is counting the ones that don't match as 1 since the return is not null

Try it this way

Create a formula
Name - NULL
Formula is nothing just save an empty formula

Change the formula above to

if {TBL_HISTORYTYPE.NAME} = "Client Visit Completed" then 
    {HISTORY.HISTORYID}
Else
    {@NULL}

Open in new window


That will result in NULL for the non-matching and DistinctCount will ignore the NULLs

mlmcc
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