P&L Formula

[Croaks]

Hi

Im trying to create a simple formula from two tables that deducts one catagory total from another but i cant get it working, thjis is what ive come up with so far but i think im well off

Sum ({SandPTransactions.NETAMOUNT}, {NominalCodes.TYPE}, "Sales") - ({SandPTransactions.NETAMOUNT}, {NominalCodes.TYPE}, "Purchase")

help please

Croaks

 

[Madawc]

What Crystal? In 8.5, I'd create running totals and then subtract one running total from the other.

Madawc Williams (East Anglia)

 

[lbass]

The "condition" clause in group summary functions is only for dates, so that you can specify daily, monthly, etc. If you don't have duplicate data, you could create two formulas:

//{@sales}:
if {NominalCodes.TYPE} = "Sales" then {SandPTransactions.NETAMOUNT}

//{@Purchases}:
if {NominalCodes.TYPE} = "Purchases" then {SandPTransactions.NETAMOUNT}

You can then right click on each of these and insert a summary (sum). To get the difference, use:

sum({@sales}) - sum({@purchases})

If you are using a group, e.g., on Account ID, then use:

sum({@sales},{table.acctID}) - sum({@purchases},{table.acctID})

-LB