ABOUT YTD

[raghu55]

Hello All,
i have a database fields like guu_date, loan_stat,disb-amount, and parameter fields from_date,to_date.


my selection criteria.
1)select guu_date with in ytd and from-date and to-date.
but this field not appear on report.(only selection)

2)dib_amt(sum if loan_stat in (sf,su,sl,pl)for
current ytd ending on to-date.(this field appears on report
as "ytd_amt")

if i run the report, it should give total disb_amt from year starting date to end 0f previous month.

EX:if i run the report, on jan-2-2006, it should give toatal disb_amt from jan-1-2005 to dec-31-2005.


THANK YOU.

reports runs for monthly.
iam using crystalreports9.

 

[synapsevampire]

Post the actual selection criteria, what you've posted couldn't work.

So you want it to ALWAYS pull year to date, and pull dates according to start and end dates???

A means to get what you later state are the requirements of year to date through end of last complete month, try:

(
{table.date} >= minimum(yeartodate)
and
{table.date} <= maximum(lastfullmonth)
)

-k

 

[raghu55]

thats ok.

but when i run the report on jan-2-2006,
it should give the total disb_amt from jan-1-2005 to
dec-31-2005.

disb_amt is a database field.

i want total disb_amount.
ex:if i run the report today, it should give total disb_amount from jan_1-2006 to mar-30-2006.

if i run the report next month in may,
it should give total disb_amount for last 4 months
from jan-1-2006 to apr-31-2006.


i have selection criteria for this ,
sum (if loan-stat in (sf,su,cl,pl)for current ytd ending on to-date.

loan-stat is a deatabase field.

 

[synapsevampire]

Ahh. OK, use:

if month(currentdate) <> 1 then
(
{table.date} >= minimum(yeartodate)
and
{table.date} <= maximum(lastfullmonth)
)
else
(
{table.date} >= dateserial(year(currentdate)-1,1,1)
and
{table.date} <= maximum(lastfullmonth)
)

Your selection criteria doesn't make sense:

"sum (if loan-stat in (sf,su,cl,pl)for current ytd ending on to-date"

What are you summing? That formula wouldn't produce anything but errors.

If you want to limit a sum to specific loan_stat types, palce a Running Total in the report footer and in the evaluate->use a formula place:

{table.loan-stat} in ["sf","su","cl","pl"]

-k

 

[raghu55]

iam summing disb_amt,for each group.
ok

 

[synapsevampire]

Oh, good then.

-k

 

[raghu55]

how can i place above formula to get total disb_amt.

condition: sum
loan_type(sf,su,pl,cl)for current ytd ending on to date.

 

[synapsevampire]

I already explained this:

If you want to limit a sum to specific loan_stat types, palce a Running Total in the report footer and in the evaluate->use a formula place:

{table.loan-stat} in ["sf","su","cl","pl"]

-k

 

[raghu55]

thank you.

 

[raghu55]

hello

iam giveing my selection criteria.please have a check on that.

Parameters: from-date, to-date (begin/end dates of previous business
month)
Group by: doe_institution.institution_id
Sort by: Total Amt YTD Originated (descending)

Report Columns source Selection/Derivation


loan.gurantee_date Select if Within YTD &
from-date & to-date

Lender Code doe_institution.institution_id

Lender Name Doe_institution.name

Total Amt YTD
Originated Disbursements.disb_amount
Sum if loan.loan_type in (SF, SU,
SL, PL)current YTD
ending on to-date

Total Amt
Originated Disbursements.disb_amount Sum if loan.loan_type in (SF, SU,
SL, PL)
for previous
month

Unsubsidized Disbursements.disb_amount Sum if loan.loan_type = SF

Subsidized Disbursements.disb_amount Sum if loan.loan_type = SU

Plus Disbursements.disb_amount Sum if loan.loan_type = PL

Consolidated Disbursements.disb_amount Sum if loan.loan_type = CL

Grand Totals Per sample report






in this "total amt ytd originated" field its not giveing
correct results.

ex:if i put above formula in the recordselection formula
iam getting wrong results.

if i run the report in march it should give the total for jan+feb months.
if i run the report in feb, it should give total for jan month.

please help me..

 

[raghu55]

Hello
I am using crystal 9.

I have problem with formula. See the above selection criteria.

I need total disb_amt for the months jan,feb
when i run the report in the march.

i need total disb_amt for the last year from jan to dec
when i run the report on jan 2 of currunt year.

i have parameters startdate,end date.

selection condition for this.
sum if loan_type in (sf,su,cl,pl) for current ytd ending
on to-date.

i was created fromula as

if loan_type in["sf","su","cl","pl"] and

(if month(currentdate) <> 1 then
(

{LOAN.GUARANTEE_DATE} >= minimum(yeartodate)
and
{LOAN.GUARANTEE_DATE} <= maximum(lastfullmonth)
)
else
(
{LOAN.GUARANTEE_DATE} >= dateserial(year(currentdate)-1,1,1)
and
{LOAN.GUARANTEE_DATE} <= maximum(lastfullmonth)))

then
disb_amt

i place this formula field in running total as summmury field evalute for each record reset for each group.

its giveing disb_amt for jan month, but its not working for feb month.

its not working