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Hi LB Thanks for that, however, would the insertion of the group mean that only stocks that have been sold will be displayed for the whole report, as this would not work for other totals that I need to display?

I am building a high level report, showing total figures per client for all stocks. I need help to show the total of profits on disposals. My Excel spreadsheet is as follows: Client Details Stock Net Charges Smith Purchase AAA 10000.00 Smith Sold AAA -15000.00 Smith Purchase BBB...

I have 6 formulas in my Details section. I have a Summary on each formula in my Footer section. I now need a Sum of 4 of the formulas and another Sum of the remaining 2 formulas. However, when I try to Insert a Summary I can only select one field to Summarise, not four. Is there a...

Tell me about it! I will have a look for spaces. Thanks Debbie

Hi synapsevampire Adding a zero in the first row, as you suggested, has resolved this problem, however, it still sees it as a string so I cannot sum it. I think I can use ToNumber to read it as a number. many thanks for your help. Regards Debbie

Hi everyone I am using Crystal Reports XI, and my database is an Excel spreadsheet. I am able to pick up data from all columns, except one. In Excel it contains the numerical value of 'Interest Received'. However, CR is identifying it as a string data type, instead of a number, and when I...

Hi lbass This is perfect, and thanks for such a quick response! Happy New Year. Deb100

Hello Can I start by thanking all of you for your help and support in 2006 and wish you well in 2007. I am using Crystal XI and am using an excel spreadsheet as my database. I am creating a high level report to show totals. It is grouped by Client. Each row on the spreadsheet has various...

Hi lbass I understand what I have done wrong now. Thank you so much for your help. Regards Deb100

Hi lbass Thanks for your response. What do you mean by "maximum of ["purchase","Sold"] is "Sold""? I don't really understand how 'maximum' works. Deb100

How do I get data from two Excel worksheets I need the curr_price from tblPrice when a record is selected from tblDay. I have linked them in the Database Editor with the field 'Stock' which is on both worksheets. I am using the following formula to pick up the current price: if...

I am getting the majority of my data from one worksheet, however, I need 1 field from another worksheet. My data is grouped by Client ({tbl.Client}&", "&{tbl.Initials}) then by Stock {tbl.Stock}. The data looks like this in the report: Bloggs,J Date______Stock_____________Holding____Price...

Thanks, Synapsevampire, will have a go. Deb100

I am getting the majority of my data from one worksheet, however, I need 1 field from another worksheet. My data is grouped by Client ({tbl.Client}&", "&{tbl.Initials}) then by Stock {tbl.Stock}. The data looks like this in the report: Bloggs,J Date______Stock_____________Holding____Price...

LB, I can't thank you enough - this has been driving me nuts! It works perfectly now. Thank you. Deb100

Yes, the example data is at detail level. Net+/-Charges is NOT a summary. Deb100

Hi, here is the additional info, as requested. Thanks in advance. Example Data DATE......CLIENT..INITIALS..DETAILS...STOCK................HOLDING..PRICE..NET +/- CHARGES 05/04/05..Smith...A............Purchase..ABC Investments...24200.......0.83....20315.48...

Hi, I have tried this formula : if sum({table.Net +/- Chges},{table.Stock}) = 0 then 0 else sum({table.Net +/- Chges},{table.Stock}) % sum({table.Net +/- Chges},{@Group Sort Client and Initials}) where '@Group Sort Client and Initials' is {table.Client}&", "&{table.Initials} My Selection...

Dear All I need your help. My source is an Excel spreadsheet and am using Crystal Reports XI. My report is grouped as follows: Group 1: client name Group 2: stock I have set up a formula field to sum the Net+/-Charges for each group of Stock for each client (@SubTotal Net +/- Charges)...

This question was answered by lbass, as follows: First insert a group on {table.stock}. Then use the following record selection formula (report->selection formula->record: {table.details} in ["Sold","Purchase"] Then go to report->selection formula->GROUP and enter...