Can't Sum Formula in Crystal Reports - crystal-reports

I am trying to sum two different formula fields in Crystal. It will not let me select them from the Sum. The first formula is
if Sum ({tblPostedLine.pli_QUANTITY_SHIPPED}) >= 1
then {tblPostedLine.pli_NET_PRICE}
else ({tblPostedLine.pli_NET_PRICE} * -1)
I am trying to take a price and make it a negative value if the quantity is a negative value. I then want to sum the amounts to get a net amount that was shipped.
The other formula is
If PreviousIsNull({RodsvwCatalogAnalysis.pro_PROMOTION_CODE})
or ({RodsvwCatalogAnalysis.pro_PROMOTION_CODE}) <>
Previous({RodsvwCatalogAnalysis.pro_PROMOTION_CODE})
then {RodsvwCatalogAnalysis.pit_AREA_PER_PAGE} else 0
With this formula, I am trying to sum at a group level, not the details level. When I just sum the group level number, it is adding it every time the value is listed in the details as well.
I am open to any suggestions.
Thanks!

For the first scenario,
Create 1 variable formula in detail level to hold with your requirement.
for e.g.
#NetPrice , formula if {tblPostedLine.pli_QUANTITY_SHIPPED} >= 1 then
{tblPostedLine.pli_NET_PRICE} else ({tblPostedLine.pli_NET_PRICE} * -1)
using running total field feature in your Field Explorer to sum up the value and place
your group footer.
For the second scenario, I believe it relate to promotion group and again you could use the running total field feature to evaluate the sum condition and reset the value when condition are meet like field value change.

Related

How to aggregate table calculation in tableau

this is my workbook
on that workbook, i calculate timediff between each transaction for each users. what i build first is the filters PUL with this calculate
{Fixed [User Id]: sum(
if [Created At]<=[END_DATE] then 1 else 0 end)}>=2
AND
{FIXED [User Id]: sum(
IF [Created At]<=[END_DATE] AND
[Created At] >= [START_DATE] THEN 1 ELSE 0 END)}>=1
this formula is to find out the users who match with conditions (do transaction at least 2 before end_date parameter, and atleast doing 1 transaction in between start_date parameter and end_date parameter) after that i add to context this filters to find out the users first.
and i made filters date_range with this calculate
lookup(min(([Created At])),0) >= [START_DATE] and
lookup(min(([Created At])),0) <= [END_DATE]
so it will visualize only transaction on range (start_date as first range, and end_date as last range) and also visualize last date transaction before first range (if any).
after that i make calculate called datediff
DATEDIFF('day',LOOKUP(MIN([Created At]),-1), MIN([Created At])) and put that on label so it will calculate the day different. and also i put the date in the detail and put the date also in rows and make it ATTR.
my question is, how to find out max, min, median, and average value from this calculate
i tried with calculated max
MAX({FIXED [User Id]:DATEDIFF('day',INT(LOOKUP(MIN([Created At]),-1)), INT(MIN([Created At])))})
but it return error datediff being called with string,integer,integer
For Max and Min you can proceed like I presented you a solution on your previous question. (For max create a rank calculation and sort is descending, For Min you create a second rank calculation ordered ascending).
However, as far as my knowledge of table calculations in tableau goes, Tableau doesn't allow to hard-code these table calculated fields and therefore you cannot-
further aggregate these results
perform LOD calculations on these.
For calculation of these like average and median, It is advised that you may please create a hard-coded column/field which give you the time-difference on any order with that customer's previous order. This you can do it in any programming language of your choice like R or python (or other).
Moreover, Tableau integration with R/python is through script-real type functions which are again of table calculation category and above restrictions will apply.
Good Luck.
EDIT as Alex Blakemore has suggested on a different question/answer, you can use window functions with a slight tweak. Let's assume your calculated field name for datediff is [CF], then create four calculated fields with the following calculations.
window_max([CF])
window_min([CF])
window_avg([CF])
window_median([CF])
and name them [CF max], [CF Min], [CF avg], [CF Median] respectively.
Now edit table calculation with nesting in each four these, as follows-
click nested calculations down arrow. CF will be listed there. change its calculation to specific dimensions, at level deepest and restarting at evrey user id. the screenshot is
thereafter click nested calculations down arrow again. select CF_max/min/med/avg (as the case may be) and create table calculations with table down.
You'll get a view like this as desired.

How to sum in Crystal Report?

Im new to Crystal report. Would appreciate for your help and advice.
I have applied the 1st formula add into the crystal report and trying to sum it if the value is only 1. Attempted to create 2nd formula but having the error.
Formula: test3
if(Count ({CUSTINVOICEJOUR.INVOICEID}, {CUSTINVOICEJOUR.INVOICEID})) = 2 then 1 else 0
sum ({#Test3})
error - this field cannot be summarized
Crystal cannot total formulas that depend on totals.
You can define a numeric variable and increment it in a GF formula using the same conditional logic. Then, display the resulting total in a formula below the "action".
You didn't describe what level of aggregation you are after (grand total across level 1 subtotals? Level 1 total across level-2 subtotals?) so it's difficult to refer to appropriate level of "action" in more concrete terms.

Crystal Reports, calculate sum field

I need your help, how can I know the total(sum) in a field that is itself the joining of two formulas:
Main formula:
sum(#weight)
Formula 1:
#open = if ({OrderRel.OurReqQty}
- (Sum ({ShipDtl.OurInventoryShipQty}, {OrderRel.OrderRelNum}))
- (Sum({ShipDtl.OurJobShipQty}, {OrderRel.OrderRelNum}))) < 0 then 0
else
{OrderRel.OurReqQty}
- (Sum ({ShipDtl.OurInventoryShipQty}, {OrderRel.OrderRelNum}))
- (Sum({ShipDtl.OurJobShipQty}, {OrderRel.OrderRelNum}))
Formula 2:
#weight = {#open}*{Part.NetWeight}
I can't calculate the sum field by referring the #open and #weight formulas.
You can't calculate the sum by just using sum function, Instead you may use running total or write a formula to calculate sum of the weight function like sum one by one for each group and then reset it at start of the group
Make a third formula that uses the logic {#open} + {#weight}. This will get the sum of the two values per record.
If you're looking for a grand total of every instance of Open and Weight on the report, use the new formula as the field to summarize a Running Total. Set the Type of Summary to sum, evaluate for each record, and reset never.

Sum of Formula field

I have two values: Value and Percentage. To calculate the total, I just need to create a formula like this one:
({table.value} / 100.00) * {table.percentage}
My report shows the amount of sales grouping by product:
Value----------Percent-----------Total
Sum of Value---???---Sum of the formula above
The problem starts when I need to show the percent value grouped by products, I can't simply show a Sum of Percent and showing the Medium displays wrong value.
*Correct total based on the percentual.
For example, the second line of the table shows values grouped by product, as you can see, simply calculating the Medium shows 6,34 when it should be showing 8,32.
So, I was thinking about creating another formula, just to calculate the Percent value when grouped, like this:
Sum ({#Calculated}, {product.product_id}) / Sum ({table.value}, {product.product_id}) * 100
When previewing, it shows the correct values, but when running, it throws an exception telling me that I can't Sum the {#Calculated} because it needs to be bound to a grouping.
Is there any way to recalculate the percentual value based on a formula?

How do I chart a calculated percentage value in Crystal 9

I am using Crystal 9 and have created a report showing calls logged by users, time taken to close the call, Solved with (allocated a value to the latter field depending on time taken eg. 1-59 mins = < 1 hr = 1), 60-239 mins = < 4 = 4. I have then grouped the results by users and got totals for each of the Solved values
Solved1 = solved in less than 1 hour
eg group total shows (when record data hidden)
User1 (Total Calls= 74) (Solved1 = 42) (Percentage1 = 56.76)
User2 (Total Calls= 17) (Solved1 = 2) (Percentage1 = 11.76)
Total Calls and Solved1 are obtained using Running Total Fields.
Percentages are Formula fields and calculated as follows:
Percentage1 = Solved1/Total Calls * 100
My problem is that I need to graph the percentage values for each user for each Solved value eg. 56.76 and 11.76 on one chart. This would be easy except that Crystal doesn't let me select this field in the chart option because it's calculated from two Running Totals.
Since some formulas are accepted by the Chart expert and running totals are also accepted, is there a way I can calculate the percentage which it would find acceptable? Or can I put the total and Solved value in the chart and have the chart calculate the percentage somehow? I was looking at using count and I can get the count to count all the records for a single person but not where say the value in a specific field = '1'
eg count (call_id, )/count (call_id, closedby) * 100
Does anyone know how I can write that fomula or any other way of graphing a percentage?
You can do this using Crystal formulas.
Set up a formula for Solved1 - something like
if {myTable.timeTaken} < 60 then 1 else 0
Next, set up a formula for Percentage1 - something like:
100*sum(#Solved1,{myTable.closedBy}) / count({myTable.call_id},{myTable.closedBy})
Drag and drop the formula for Percentage1 onto the report layout, then you should be able to add it from Report Fields onto your graph in the Data tab of the Chart Expert. (You may then want to remove the Percentage1 formula item from the report layout.)
I ran into a similar issue trying to graph On Time Delivery percentages.
I have three percentages to display: On Time, 1-3 days late, and over 3 days late.
I was in need of displaying zero percents as well, i.e. when there were no records that were "1-3 days late" I still needed to show 0% as one of my bars. The above did not address that. I ended using this resolution with a twist.
I created 4 formulas:
one to return 1 if the record was on time else 0
one for the 1-3 days,
one for the over 3 records.
one for each record returning a value of 1.
With that I was able to create my percentage fields using the Sum of one of the first 3 formulas divided by the sum of the "1" formula. Crystal would not work if I used the Count(...) function on a key field. It only worked when using the Sum(...) function in my percentage formulas.