Break out a total depending on category 1

[Kallen]

Hi all,

I have a field that is numeric (currency). What I would like to do is create a summary field to show the breakout depending on type. I cannot do this at the group level as I already have a group in my report and want my report to look as clean as posible without a lot of groups. Example

Right now this is what my report looks like

Division Name Total Amt
Division A $100,000
Division B $200,000
Division C $300,000

This is what I would like my report to do

Division Name Total New Amt Total Increase Amt Total amt
Division A $50,000 $50,000 $100,000
Division B $150,000 $50,000 $200,000
Division C $150,000 $150,000 $300,000

Basically my total new amt is new dollars coming in and my Total Increase Amt is increasing dollars coming in. My total amount would still remain the same as it is the total of the two.

It is grouped by division. I would like my breakout of total amount to be in columns and not rows.

Any suggestions would be greatly appreciated.

THANKS!!

 

[synapsevampire]

Hard to know exactly how to help...I must be missing something...it looks like you should just add the additional fields and sum them.

Place the fields in the details, right click them, select insert summary.

Perhaps this is derived information based on some field left unexplained?

As in:

(Total New Amt Total Increase)

-k

http://www.informeddatadecisions.com

kai@informeddatadecisions.com

 

[Kallen]

Sorry,

I knew it sounded confusing when I posted it. I will try and explain it a little better.

I have three fields that would be used in this section of my report . The first is "division" and I already have that as a group so I don't need it for this formula.

The other two fields are called "Total Amt" which is the total dollars we get and the other field is called type (this is where I have the New Amt or Inc Amt). So basically if you looked at it from a table level, it would look like this

Division TotalAmt TypeAmt
Div A $50,000 IncAmt
Div A $50,000 NewAmt
Div B $30,000 NewAmt
Div B $40,000 IncAmt
Div C $60,000 IncAmt
Div C $45,000 NewAmt

OK, so now I have my report grouped by division and I want to break out my total amount depending what the value is in my TypeAmt field.

I am hoping that I can use a formula to break out my Total amount depending on whether what IncAmt it is

I hope I explained it. I have a hard enough time thinking of it in my head let alone posted it in hopes of some help.

 

[IdoMillet]

Simplest approach is to Insert a CrossTab.

If that doesn't work for you, please explain why and we'll dump 3 other options on you... )

Cheers,
- Ido CUT, Visual CUT, and DataLink Viewer:
view, e-mail, export, burst, distribute, and schedule Crystal Reports.

http://www.MilletSoftware.com

 

[Kallen]

I have thought about a cross-tab, but I don't want one for this particular section of the report. My reason for this is because it is going to have breakouts of other totals. The one that I want more of a breakout on is the one that I am posting about. I think if I used a cross-tab, it would get too messy looking. Also, I have a bunch of other cross-tabs in this report and don't want this portion of my report to stand out.

I was just going through my Crystal Reports 8.5 book and saw this formula in the formulas section of the book.

Sum({Orders.Order Amount}, {Orders.Order Date}, "weekly&quot

I think I can use this in my situation.

Can this be a way or this there a better formula? Sorry for all of the questions, I have been using Crystal for about 6 months and LOVE it, but am still a newbie when it comes to some formulas.

 

[Kallen]

Doh,

What I meant to say is that I WANT this section of the report to stick out!

On another note, how do you go back and re-edit a post (blushing). )

 

[IdoMillet]

Is TotalAmt a result of a total in Crystal or is it raw data from your database?

- Ido CUT, Visual CUT, and DataLink Viewer:
view, e-mail, export, burst, distribute, and schedule Crystal Reports.

http://www.MilletSoftware.com

 

[Kallen]

TotalAmt is a sum that I did in crystal. Now what I want to do is break out the total amount even further depending on another value in a different field.

 

[IdoMillet]

One approach:

Create a formula at the detail level (no sums involved):
------------------------------------------
IF {TypeAmt} = "incAmt" Then {Your_Amount_Field} ELSE 0
------------------------------------------

Sum that formula at any level (Grand or by Division)
to give you the total for that Type.

Repeat the process above for any other TypeAmt categories.

Cheers,
- Ido CUT, Visual CUT, and DataLink Viewer:
view, e-mail, export, burst, distribute, and schedule Crystal Reports.

http://www.MilletSoftware.com

 

[Kallen]

Thanks IdoMillet, that worked like a charm. I knew it was something simple, but just couldn't figure it out.