I am still rather new to Crystal Reports and have what feels like a pretty basic question. I work at a school, and part of my duties are to help with donation reporting. My boss wants a report that gives her biographical(irrelevant to this) information about donors that gave 500 or more to our Booster fund(relevant).
The kicker is this: After using record select to sort for donors who have given more than 500 to this fund, I need to show how much they have given to other funds as well. The way I've tried to do it has given Crystal parameters to only display the data if giving exceeds 500 to booster fund. Here's the record select:
{gift.fiscal_yr} = 2015 and
{gift.campaign} = "Booster" and
{gift.amount} >= 500
After it runs through that, when I put {gift.campaign} on the actual report, it only shows "Booster", and not any others. I want it to show me the giving amount of all funds only if the donor has given 500 or more to Booster.
Thanks in advance for your help! This community is a life saver!
Off the top of my head try this:
Take booster out of selection formula as suggested.
I assume you are grouped on donor?
Create a formula #findboosterdonor
if {gift.campaign} = "Booster" then 1 else 0
Go to Report-Selection-Formula-Group
enter this with your field names
sum(#findboosterdonor,{donor}) > 0
Related
I have a formula which calculates the commission earned by a salesperson. We store our invoices under each salesperson, so it's easy to separate them. I need a way to summarize this formula, and I can't use either a running total or a summary because each customer has a different commission rate per pound sold. Currently, the formula to calculate what rate the commission should be applied something like this:
if {cust.custnum} = "101010" then .0250*sum(#metal lbs, {invoice.invoicenum})
else if etc.
where {#metal lbs} is a formula that has to be used as an intermediary to get the weight of the metal on the invoice, and looks like this:
IF {INVOICELINEDETAIL.GLCode} = "METAL " THEN
{INVOICELINE.Wt}
ELSE
0
Sorry for the lengthy post, but I'm trying to give as many pertinent details as possible.
If you group by customer and then also group by invoice number then you could put your summary in the customer footer, would that work for you?
Another thought is I believe in running total you can set a formula for the evaluation so maybe you could use the nested if there and achieve what you need?
Ok, simple question to anyone who has experience with crystal (which I do not) ,
but I have a report that is pulling in open orders, items ordered, qty ordered, and qty on hand. I am grouping by order # and would like to filter out all the orders that have any items with insufficient qty on hand for any item on the order to ship. I tried a simple formula of {qty_on_ord} < {qty_on_hand} then {Ord_no}, and inserted this into the group header, but it didn't work. My end result basically wanted is: if an item has insufficient qty, then don't display the order at all, and could also go vice-versa and show the orders that are short, with a simple change of <>. Im sure this is simple, but I have no experience in crystal reports and have spent more time than I wanted searching the web.
Any help is greatly appreciated.
Insert your formula at the Detail(Record) Level.
Go To Report > Selection Formulas > Record
There Enter your formula by selecting Fields from the "Report Fields"
This way you can just select the order Numbers you want and wont have to worry about the sum or totals at the bottom.
I have this concern using Crystal Report which I am not really familiar with. Here's my scenario:
I have an existing report to update, I need to add a column (ETA) which has a datetime value. It may return more than one rows per Item No, I need to get the minimum date only per Item No from the result rows.
I already tried some solution mentioned here http://scn.sap.com/thread/1952829 but found no luck.
I used a suppression formula for the Details section of the report, but haven't succeeded yet.
IF {TableName.DateField} = Minimum({TableName.DateField}) THEN FALSE ELSE TRUE
Any possible things you can suggest me to try? Thanks in advance for this :)
good to get this value from sqlserver side. you just create a function which return a single data (minimum date).
If you wish in crystal report side, it is something you make loop of hundred for a single row display. You can use running total field for this.
Select the field , select summary type and put into the detail section.
or you can create a formula with group name option like
Minimum({TableName.DateField})
http://scn.sap.com/thread/1952829
http://businessintelligence.ittoolbox.com/groups/technical-functional/businessobjects-crystal-l/unable-to-filter-based-on-the-first-date-in-list-of-dates-4912881
please check
Running total field gives options for Min, Max, etc. but not Sum
http://flylib.com/books/en/4.229.1.28/1/
Been trying to do this for hours, so would very much appreciate an answer. Google apparently hasn't heard this question before; in fact, I could find very little information on this subject anywhere, including in the Crystal reports help functions.
I have three running total fields in a Crystal Reports 2011 report. I need to add two of them together and then divide that sum by a third running total field.
Here is what I have in the formula field I have created in order to do this:
(Sum(rtotal1))+(Sum(rtotal2))/(Sum(rtotal3))
The error I continue to get is: The ) is missing
Can anyone tell me the correct syntax for how to do this (aggravatingly simple) operation?
So I'm not sure what your running totals are (sum, count, etc.), but you shouldn't have to specify sum in your formula. I did a quick mock-up with 3 running total fields, each one a sum of a value. the resulting formula looks like this:
({#RTotal0} + {#RTotal1})/{#RTotal2}
I'm not sure if the brackets are needed, but since you want to add RTotal0 and RTotal1 first and then divide that result by RTotal2, I advise to put them in.
SugarCRM Pro 6.5.8
In our Calls module we have an option for users to select what the results were for a particular logged call. This is done by selecting a value from a dropdown such as "Set Appointment."
I would like to create a report of some type that will display a ratio of the total number of an individual user's logged calls for the month versus how many appointments were set based on the "Set Appointment" option in a dropdown. Essentially, how many calls did certain users need to make in order to set X number of appointments for the month.
Is this something that can be done out-of-the-box with SugarCRM Pro 6.5.8? I was thinking of trying to use calculated fields, but I am unsure how exactly to build that with the formula builder, as I would need the report to calculate the ratio for each user out of a list of certain users.
Any help/insight would be greatly appreciated! Thank you!
If I have understood your requirement correctly, you can do something like following,
Create Matrix report
Filter : Date Start :: This month
Group by : Assigned User (username) & Status (Or the field which has "Set Appointment")
Display summary : Calls(Assigned to User), Calls(Status), Calls(SUM: Duration hours) , Calls(SUM: Duration minutes)
Chart option : Vertical bar and Data series (Duration hours/minutes your choice)
Let me know if thats what you were looking for!