Year to date and Month to date

[jjkremlin]

I am new to crystal and need some advice. It seems pretty easy to do.

I want to create a report showing Month to date Totals as well as Year to date Totals.
However, I only know to choose the date range by using the Select Expert option. It only allows me to choose one date range in the report. How can I do this?

 

[synapsevampire]

Crystal will return only one rowset, so your methodolgy is to select year to date, and derive the month to date from the returned rowset.

If you're just showing totals, you can use a Running Total which has a Evaluate->Use a formula with {table.Datefield} in monthtodate.

Then you can limit the rows in the entire report using the Report->Edit Record Selection->Record (which is the result of using the select expert):

{table.Datefield} in yeartodate

So all totals (Insert Summary->sum) will always be the yeartodate, and you can build the monthtodate totals as required.

You might also build a Group based on the date for every month, and use Insert Summary->sum (or whatever) to demonstrate totals for every month.

-k

http://www.informeddatadecisions.com

kai@informeddatadecisions.com

 

[pelajhia]

There might be other ways to do this, but if you create one mtd report, save it under two different names. Open one, and import the other as a subreport, you should be able to change the select expert in the sub to show ytd.
just a thought.

 

[synapsevampire]

Much less effecient, Paljha.

The main report already contains the month to date data, why query the database twice?

-k

http://www.informeddatadecisions.com

kai@informeddatadecisions.com