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Much appreciation. I swore I tried the RT with different settings...

Wow that was exactly it. thanks so much LB. If I needed subtotals for the running totals, I would need to create a new running total for them right?

I do not see any nulls values or a change in the name of the field. When using the @Fund2 formula, using the normal summary field brings in the correct data. When adding those fields into the details section, it shows: Year LE Pref Name Carried Interest 2003 RS...

If I put the those formulas in the Details section, my report looks like this: Investor Year @Fund1 @Fund2 RTFund1 RTFund 2 Inv1 2003 - - - - Inv1 2004 - 388 - 388 Inv1 2004 - - - 388 Inv1 2005...

The post from yesterday at 12:51 is how I setup the running totals for the case that is and is not working. I have separate formulas to pull the data back for particular Funds, and then I created running totals based on those formulas. They are Sum running totals set to evaluate based on the...

There are no null fields in the details sections. However in my table, there are rows that have nulls for other columns not relavant in this report. does that make a difference?

Sorry about that, that is just a typo on my part. The data is using roman numerals as well. The report displays the amounts for Fund I perfectly using the running totals.

The table looks good, the dataset looks like this: Inv Invshort Entity Year Amt1 Amt2 Inv1 Fund 1 2000 000 100 Inv1 Fund 1 2001 000 200 Inv1 Fund 1 2002 000 300 Inv1 Fund 1 2003 000 400 Inv1...

Will check the data set when I get in tomorrow morning. thanks so much again for all your help.

Yes, the summary type for the running totals are sums and they are displayed in the group footer for year. The RT for the first formula works fine, however the second and all other formulas are not? Have you ever seen that? I double checked to make sure that the RT's are the same except for the...

I was calculating the fields just using a summary field based on a formula. That was working perfectly without the title logic. Now that the title logic is working it is multiplying the summaries. Using a running total, I am able to get the entries to look right for one column, but not the...

Thanks LB! This resolved the title issue, however it caused another issue within the report. It is multiplying the Dist Amt by the number of positions for that investor. So now the report looks like this: Investor Year Distr Title Inv1 2002 300 Analyst Inv1 2003...

Var Title: whileprintingrecords; stringvar title; if year({Title.Promotion Date}) = tonumber({Carry.Year of GL date (YYYY)}) then title := {Title.Promotion Title} else title := title; I put this formula in the details section within the subreport. Title: whileprintingrecords; stringvar title...

Did not set up the reset formula. Unhiding the details section shows a blank value for it as well.

The formula is still coming up as blank. Any ideas why? everything is within the subreport and being shown in the subreport.

Actually, my data set may have an issue. let me resolve that and retry.

Hi LB, I did as you said and the field is coming up blank. I placed the formula: Var Title: whileprintingrecords; stringvar title; if year({Title.Promotion Date}) = tonumber({Carry.Year of GL date (YYYY)}) then title := {Title.Promote Title} else title := title; in the details section of the...

no takers?

Hi, using Crystal XI release 2 on a SQL database. I have two tables in a subreport that look like this: Table: Carry Investor Inv Short Name Year Distr Inv1 Inv1 2002 100 Inv1 Inv1 2003 100 Inv1 Inv1 2004 100 Inv1...

That is how I had the report before, and that does give me the two rows I expect. But the problem is when the same deal has activity on different dates. It will group them together when I need them broken out. Actually if I add another group based on date and insert the summaries in that...