selecting data

[busi1]

Hi,

I have a report in this format

jan feb mar apr may june july

Committed Funds

Invoice Amount

Accrual(committed-invoice)



For every committed fund there are some invoices.
Eg: If i have a committed fund opened in Jan and it has two Invoices against it ( one in jan and other in may) then i want the 2 invoices to be shown in jan for that Committed fund. I have a column called invoice date in my invoice table where the invoice date for the 2 invoices are in jan and may.
If i use the invoice date as the criteria its not working as it is bringing the invoices seperately in jan and may, as i don't want that way.

I am using Oracle 10g and Crystal Reports 10.0


Help is appreciated,

Thanks

 

[Turkbear]

Hi,
Your request:

two Invoices against it ( one in jan and other in may) then i want the 2 invoices to be shown in jan for that Committed fund

is asking the data to 'lie' to you...an Invoice from May cannot logically be shown as being in Jan.

You can group your report on
Committed Funds and place the
Invoice Data in the details for that group,
but there is really no way to show a May invoice as being in Jan..


Perhaps I misunderstand your need, if so, please give an example of what you want the report to look like..






To Paraphrase:"The Help you get is proportional to the Help you give.."

 

[busi1]

Thanks Turkbear for the reply,

for example: i have a committed fund for 1000$ in january and i have a one invoice paid against it for 400$ in january and the second invoice against the same committed fund paid in may for 400$. Now the two invoices should be added and placed under january for that committed fund.

As you said if i do grouping. i have a parameter called Investment Account Number, for each investment account i have multiple committed funds. Is grouping gonna work with multiple committed funds.

Thanks,

 

[Turkbear]

Hi,
If you group by Investment Account and then by Committed Fund, and place the invoice data in that group's details, you can insert a summary ( SUM) of the Invoice Amount for the Committed Fund and/or The Investment Account.

NOTE: It still cannot by 'shown' ( whatever that means) in Jan. since one of them did not happen in Jan.







To Paraphrase:"The Help you get is proportional to the Help you give.."

 

[lbass]

You could use the opened date for your crosstab, and then all invoice dates would fall within the month the funds were committed. Or if you really want to use the first invoice date, you could use a command to return the minimum invoice date per fund and use that in your crosstab.

-LB

 

[busi1]

Hi,

i will do the grouping as you suggested, but i have question whether i can still display the committed funds and invoices by monthly wise.

My design of report looks like this.

Jan Feb Mar Apr May June July

Committed Funds

Invoices

Accruals


Thanks