Group Summary Involving dividing in Crystal Reports - crystal-reports

Question

I have a Crystal Report with about 9 different groups and wanted to be able to have a summary that involves dividing one value by the other.
For example (table):
Period Company Division Region State City Store Employee Sales Goal
01-2012 Ab Works Northern NW OR Ball 888 Foo 100 150
01-2012 Ab Works Northern NW OR Ball 888 Choo 175 120
02-2012 Ab Works Southern SE GA Chip 743 Bar 34 75
02-2012 Perrywee Northern NC MN Fedd 147 Bill 80 64
03-2012 Perrywee Eastern FE WV Wood 98 Tim 75 250
01-2012 Perrywee Eastern FE WV Wood 92 Karl 84 250
01-2012 Perrywee Western W CA Fub 398 Fubar 175 170
My output then looks like this:
Company Jan2012 Feb2012 Mar2012 ... YTD-Avg
Ab Works 70.3% 87.3% 87.5% 84.3%
Perrywee 93.5% 97.3% 130.3% 90.4%
Each will allow drilling down to the group below it and the value is calculated by the sum of sales for the group divided by the sum of goals for the group. As there are 14 periods and 8 groups I want to avoid having to create ~115 formuals.
Is there an easy way to accomplish this?

Answer 1

I've done something similar but not using Percentages. The way I thought it out is almost painful to do, but you will have drilldown capabilities. I'll post what I've come up with but if someone can modify this to make it easier, by all means.
First, create the 8 groups you want use and hide them. You will need 14 formulas to create columns for your periods. For your first period, the formula (and following periods) should look like this:
IF {table.period} = "01-2012" THEN
IF DrillDownGroupLevel = 0 THEN
SUM({table.sales}, {table.group1}) / SUM({table.goal}, {table.group1})
ELSE IF DrillDownGroupLevel = 1 THEN
SUM({table.sales}, {table.group2}) / SUM({table.goal}, {table.group2})
ELSE IF DrillDownGroupLevel = 2 THEN
SUM({table.sales}, {table.group3}) / SUM({table.goal}, {table.group3})
ELSE IF DrillDownGroupLevel = 3 THEN
SUM({table.sales}, {table.group4}) / SUM({table.goal}, {table.group4})
...
ELSE
SUM({table.sales}, {table.group8}) / SUM({table.goal}, {table.group8})
ELSE
0
What this formula does is identify what period it is, then determine what group level it is on. It then Sums up the Sales and Goal considering what the group is suppose to be on that level.
For line IF {table.period} = "01-2012" THEN, I'd set up as a parameter so it will work for multiple years.
I would rather use a function to determine what group level I was on, but all I know is DrillDownGroupLevel. It is useful but flawed if you try to do something fancy with the groups (conditional surpression) don't do a simple drilldown.
Change {table.group1} to what ever field you used for that group level. i.e. {table.company}
A drawback on this formula is every time you drill down, the DrillDownGroupLevel will change. The new level you reveal will be correct, but previous levels that still show will change.
Hope this helps.

Answer 2

Steps:
insert a cross-tab; company for row totals; period for column totals (set group options to 'for each month'); add sales and goal to summarized fields
preview report
right click a goal cell, select 'Embedded Summary', then 'Insert Embedded Summary'
switch to design mode (cross-tab expert); ensure order (top to bottom) of fields are #Embedded Summary, Sum of Sales, Sum of Goal
go to preview mode; right click Embedded Summary field and choose 'Edit Calculation Formula'; add the following:
local numbervar n:=GridValueAt (CurrentRowIndex, CurrentColumnIndex, 1);
local numbervar d:=GridValueAt (CurrentRowIndex, CurrentColumnIndex, 2);
if d<>0 then n/d*100
suppress the sales and goal fields
I haven't (yet) found a way to remove the extra space, however.
Sample: