Resorting a report after grouping for totals...

[zman7]

This is really simple and I cant remember how to do it. I havent done any Crystal in about 3 years and am relearning how to ride the bike. I didnt think I would be so brain dead.

I have a simple sales report to create with the following columns using a sales table and a customer name table:

Cust# Custname MTD Sales YTD Sales
123 XYZ Corp 1000 3300
456 ABC Corp 5000 6700

Totals 6000 10000


The main grouping is by customer number and will have to be grouped specially using specified order to get totals for a customer (2 or 3 companies total under 1 company). The name of some those groups will have to be changed to reflect the group as a whole. Once the totals are arrived at the whole report needs to be sorted in customer name order.

My main questions:

1) What is the best way to go about this?.

2) Best way to change the names. If then else hard coding?

3) After I get the totals by company number how do I sort the whole thing and print in customer name order?

I have pretty much gotten to step 3 but just want to be setting the whole thing up the best way! For the life of me I cant remember how to do step 3. Have done searches on the existing questions and have looked in reference manuals. We are on Version 7. Can't believe how many simple things I've forgotten!

Thank You

Mark in Denver

 

[kenhamady]

If you want the details grouped one way, and then a summary grouped another way, you might consider a cross-tab to do the summary. Otherwise you would need a subreport to get the records again.

There are advantages to using if-thens to combine groups (instead of specified order). Criteria can involve more than one field and it can be shut off and then reactivated later simply by regrouping on the formula field. A formula, however, will have to be sort in ascending or descending order. Ken Hamady

http://www.kenhamady.com/

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