How to modify Data Report or Export to Excel in Different Format

[bstafford21]

Hi,
I have been trying to create a report but not having a lot of success. Here are the details:

Crystal Reports X for reporting. My VB experience is limited. I have created a report with 3 Group Headers:

Customer (Group)
Date (Group)
Part No. (Group)

The detail data is as follows from left to right column display:

Date Due - Part Description -Customer No.- Qty Del- Total Sales
05/07/2011 - BB-5x1x349mm - 123456789 - 1,200 - £100.01
25/07/2011 - BB-5x1x349mm - 123456789 - 1,200 - £100.01

06/07/2011 - BB-6x2x349mm - 234567891 - 1,234 - £110.02
26/07/2011 - BB-6x2x349mm - 234567891 - 1,234 - £110.02

07/07/2011 - BB-7x3x349mm - 345678912 - 1,345 - £100.03
27/07/2011 - BB-7x3x349mm - 345678912 - 1,345 - £100.03

08/07/2011 - BB-8x4x349mm - 456789123 - 1,678 - £100.04
28/07/2011 - BB-8x4x349mm - 456789123 - 1,678 - £100.04

09/07/2011 - BB-9x5x349mm - 567891234 - 1,123 - £100.05
29/07/2011 - BB-9x5x349mm - 567891234 - 1,123 - £100.05


Then I have a Total Sum under the Total Sales Column £1,020.32

This is all fine as the way it works, but my problem I am trying to solve is taking this data that I show, there are 5 different part numbers, each part number here in this example is sold two times in this month. My sales team want the same part no to show only once for that month, with only each header showing once with, then only total qty and total sales for the month to show.

They don't want the same part no to be shown each due date and each qty. They only want the total cumulative value. Because in Crystal it tends to default into each single item and in groups.

How can I get this into excel (export I know) but to show each part no, going across in the excel spreadsheet, all details showing only once for each part and the Sum total of qty and sales?

I appreciate any help anyone can provide. I only have a few days to build this before they manually input the data the way they want it in Excel.

Please can anyone help and let me know what additional info you need.

I have uploaded the Excel File that Sales want the data format to resemble, and also uploaded to MediFire the crystal report I have created that has the information data.

Thanks! Bill

 

[hilfy]

You can't export in a different format from what's on your report. However, you can build a report that will give you this format.

1. Group by Part Number.
2. In the group add sum of qty and sum of total sales for the part number group.
3. Suppress the details section.

-Dell

A computer only does what you actually told it to do - not what you thought you told it to do.

 

[bstafford21]

Hi Dell,

I have done the Grouping and understand I can't export differently than what I already have, done that and tried to look at a way to give Sales what they wanted.

Where you able to look at the 2 reports, Excel export report and the crystal report? Do you understand what I am trying to accomplish?

I do appreciate your comments and advice, still trying to give a try for this.

Bill