Inserting summary field 1

[BLKDAWG]

I'm using crystal 6 with Peoplesoft query and I am trying to summarize a field based on group criteria and field criteria.

My PS query pulls Deptid, Account, Period and Posted Revenue. Here's a small example:

Deptid Account Period Revenue
5800 4302 1 500.00
5800 4305 3 300.00
5800 5202 5 200.00
5800 5300 7 100.00

I'm trying to create a summary field in crystal that summarizes revenue based on deptid and the first character of the account. I've already created a Deptid group. I've tried using the following formulas in my field criteria, but it stills pull all 4000 series and 5000 series accounts and totals them. Here are a couple of different formulas I've tried.Ideas?

//if {FCC_REVEXP.ACCOUNT} startswith "4" then Sum({FCC_REVEXP.POSTED_TOTAL_AMT}, {FCC_REVEXP.DEPTID})

//if Mid ({FCC_REVEXP.ACCOUNT},1 ,1 ) = "4" then Sum ({FCC_REVEXP.POSTED_TOTAL_AMT}, {FCC_REVEXP.DEPTID})

Thanks!

 

[dgillz]

Create a formula field to concatenate the 2 fields as follows:

totext({DeptID})&left(totext({Account}),1)

Then from the design window, right click the {FCC_REVEXP.POSTED_TOTAL_AMT} field, select insert, summary and choose your new formula field as created in step one above.


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[BLKDAWG]

Thanks! That worked perfectly. Only change I made was to replace the "&" with a "+" in the totext formula.