Adding YTD summary to Month range crosstab 1

[lazyacres]

I know this has to be common, but can't find exactly what I need in the forum or faq searches...
I'm using CR XI and developing a cross-tab pool report that will generally be used, via a date range parameter, to view funding source data for a given month. It's important for managers to also know where they are at YTD for each monthly report.
A pointer to either the right section of The Complete Reference or some other resource would be great--but I'll certainly take a custom answer! How do I add YTD summaries to a date-range crosstab?

Thanks!

 

[lbass]

Please show your record selection formula and also explain your current crosstab set up--row, column, and summary fields.

-LB

 

[dgillz]

I assume you have a record selection formula similar to:

{InvoiceDate} in MonthToDate

You would need to change it to:

{InvoiceDate} in YearToDate

Your database field in the cross tab should now show year to date figures. To show month to date, write a formula like this:

If {InvoiceDate} in Monthtodate the {SalesAmount} else 0

Place this formula field in the crosstab, and you now have both year and month to date totals.

If this is not your issue, please explain fully what you are trying to do.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?

 

[lazyacres]

lbass & dgillz:

Thanks for the quick reply to my problem.

I'm using a user parameter called "DateRange" to allow users to set whatever range they want--although it will be a month range 90+% of the time. I'd figured on using the Maximum parameter value for a YTD function, somehow--or use the Year() function to extract the year and build a formula.

But I haven't figured out how to insert another column for YTD totals in the CrossTab design.

Rows: Town/sub Drivers/sub Trips...Miles...Miles % of total...Hours...Hours % of total

Columns: About a half dozen funding sources.

It's a pool billing report that breaks down driver time by area and fund source and calculates percentages and totals.

I don't think the selection formula would be much use to you, but:
not ({dar.SERVICEARE} like ["Ferry County", "PO County", "Stevens County"]) and
{dar.DRIVER} like ["Blakely, Don", "Downen, Jack", "Erickson, Sharon", "Mahugh, Connie", "Williams, Paul"] and
not ({dar.FUNDNAME} like "Community Services") and
{dar.TRIPS} > 0.00

 

[dgillz]

If the user chooses a month range, what is your record selection formula? If you have this parameter tied to the record selection formula, you are in trouble. If not, and you do not create a formula like the one I mentioned, you are still in trouble.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?

 

[lazyacres]

dgillz:

Thanks for pointing me in the right direction!