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YTD Crystal Reports formula

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MyCrystalBoy

Programmer
Oct 7, 2014
7
US
Hi all,

I am creating a report with Crystal Reports V.11 but I am stuck with the YTD. Anyone can help me how do I have the dynamic YTD on my the report by monthly?

Here is the scenario:
In the database, there are couple fields that I am using on the report. They are:
1. {Year}
2. {period}
3. {Debit}
4. {Credit}

Here are the data from database:
Year Period Debit Credit
2015 01 $100 $500
2015 02 $150 $400
2015 03 $200 $700

To get the profit, I have a formula for called profit = round({credit}-{debit})
So based on above data, my profit in
2015 01 is $400
2015 02 is $250
2015 03 is $500

What I am trying to achieve is, if I run this report on January
I should have this layout with correct YTD amount:
Year Period Profit
2015 01 $400

and if I run the report next month, which is February, I should have this layout with correct YTD amount:
Year Period Profit
2015 02 $650

and...if I run the report on March, I should have this layout with correct YTD amount:
Year Period Profit
2015 03 $1150

so, let' say if I want to re-run the report of February in May, I should get the layout and correct YTD amount like this:
Year Period Profit
2015 02 $650

Anyone can help me to do this YTD? Thank you all
 
I'm assumning the the Period field is month.
First we build year and month fields for comparison:
{@TargetYear} year(CurrentDate)
{@TargetMonth) month(CurrentDate)

Now use these in you select formula:

{table.year} = {@TargetYear} and {table.period} <= {@TargetMonth}

If you don't want to be tied to the current date, then create a date parameter, and modify those first two formulas to use that.
 
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