qtr report display problem 1

[Durango122]

Hi All
cr 9
ms sql
I have a report that is giving some problem

i have 2 parameter call {?Start_Date} and {?End_Date}
and is link like this
{transaction.posting_date} in [{?Start_Date}to {?End_Date}]

my report design looks like this
it has boxes
****************** Jan 2006 Feb 2006
******************-------------------|----------------
Territory|Sales Dir| MF|529|VIT|TOTAL|MF|529|VIT|TOTAL
Central |Summers |2 | 1 | 1 | 4 |1 | 2 | 5 | 8

Base on date selected i need to report by month:
ex:
{?Start_Date} = 01/01/2006
{?End_Date} = 03/01/2006
i must show my report like example above
header Jan 2006 and Feb 2006
from the {?Start_Date}{?End_Date} year month and day value
Can some one please point me in the direction and soem examples how to
like formula to used etc....
Thank'a a million







Durango122
if it moves and should not used Duck Tape
if does not move and should used WD-40

 

[lbass]

Insert a crosstab and use {transaction.posting_date} as your column #1, and then use whatever field results in "MF", "529", and "Vit" as your column #2. Use territory as your row #1, and sales director as your row #2, or concatenate the two fields and use that as your row. Not sure what you are summarizing.

-LB

 

[Durango122]

hi -LB
I trid your advide
and it works but i get the data backwart

instead of jan 2007 feb 2007
i get feb 2007 and jan 2007
i need my column to be the first jan 2007 and then feb 2007

Thanks




Durango122
if it moves and should not used Duck Tape
if does not move and should used WD-40

 

[lbass]

Did you use the date field? If it's an actual date type, then when you select group options you should be choosing on change of month, with the group in ascending order.

-LB

 

[Durango122]

Hi -LB

Got it to work but there something wrong
i did this
Insert a crosstab and use {transaction.posting_date} as column #1, and then use funds product_type in "MF", "529", and "Vit" as your column #2. then se terri1_description as row #1, and uni_useras as row #2,
-------------------------------
Now i created this formula
@Amount_S
if
{FUNDS.PRODUCT_TYPE} = "Mutual Fund" and
{TRANSACTION_HISTORY.TRADE_CLASS} = 'S'
then
({TRANSACTION_HISTORY.GROSS_AMOUNT}/1000)
else if
{FUNDS.PRODUCT_TYPE} = "529" and
{TRANSACTION_HISTORY.TRADE_CLASS} = 'S'
then
({TRANSACTION_HISTORY.GROSS_AMOUNT}/1000)
else if
{FUNDS.PRODUCT_TYPE} = "VIT" and
{TRANSACTION_HISTORY.TRADE_CLASS} = 'S'
then
({TRANSACTION_HISTORY.GROSS_AMOUNT}/1000)
--------------------------------
I need to summarize this formula base on the uni_user

the criteria is transaction_history. trade _class = 's'
thay means a sale

but right now i have 3 rep and the have the same sales value assigned
and
funds product_type in "MF", "529", and "Vit" as your column #2. only shows 529 collumn heading not all 3 as i set in the group selection specific order



Durango122
if it moves and should not used Duck Tape
if does not move and should used WD-40

 

[lbass]

{funds product_type} should be your column field, NOT a boolean formula.


-LB

 

[Durango122]

Hi -LB
i have product type as column heading 2 and have it specified what order to display
mutual funds, 529 and vit and discard the others
in my 2 rows i have
1. definition
2. uni_user

i need to sum the transaction_amount base on the uni_user
something like this
sum(transaction_history.amount,uni_user)
i cant select the group from the rows where the group is uni_user

here is a sample of my report layout

****************** Jan 2006 Feb 2006
******************-------------------|----------------
Definition|UserName| MF|529|VIT|TOTAL|MF|529|VIT|TOTAL
Central |Summers |2 | 1 | 1 | 4 |1 | 2 | 5 | 8

Central is my row 1
Summers is my row 2
under the MF there the transaction_history amount i inserted it to summarize window i need to summarize base on
uni_user witch is my row #2
i can get it to
thanks


Durango122
if it moves and should not used Duck Tape
if does not move and should used WD-40

 

[lbass]

I don't understand what the problem is.

-LB