Hello,

I am new to Crystal reports anyone can help me to do a formula to calculate the YTD?

I am creating a yearly report called "Accounting".

Here are the data from column name:
{Year}, {Month},{EndingMonth},{Credit} and {Debit}

Year Month EndingMonth Credit Debit
2015 1     1/31/2015    100     300
2015 2     2/28/2015    100     300
2015 3     3/31/2015    100     300
2015 4     4/30/2015    100     300
2015 5     5/31/2015    100     300
2015 6     6/30/2015    100     300
2015 7     7/31/2015    100     300
2015 8     8/30/2015    100     300
2015 9     09/31/2015   100     300
2015 10    10/30/2015   100     300
2015 11    11/31/2015   100     300
2015 12    12/30/2015   100     300

There are 3 parameters I am using on the report.
1. @Year (from the field {Year}
2. @Month (from the field {Month}
3. @EndingMonth (from the field {EndingMonth}

my MTD formula is = round({Credit} - {Debit})

What I am trying to achieve is:
If I select:
@Year = 2015, @Month = 01 and @EndingMonth = 01/31/2015 then
the MTD is 200 and YTD is 200

and if I select @Year = 2015, @Month = 02 and @EndingMonth = 02/28/2015
then the MTD is 200 and YTD is 400

and so on...until the end of the year of 2015.

Here are the data I want on the report:

Year Month EndingMonth Credit Debit MTD YTD
2015 1     1/31/2015      100   300   200    200
2015 2     2/28/2015      100   300   200    400
2015 3     3/31/2015      100   300   200    600
2015 4     4/30/2015      100   300   200    800
2015 5     5/31/2015      100   300   200    1000
2015 6     6/30/2015      100   300   200    1200
2015 7     7/31/2015      100   300   200    1400
2015 8     8/30/2015      100   300   200    1600
2015 9     09/31/2015     100   300   200    1800
2015 10    10/30/2015     100   300   200    2000
2015 11    11/31/2015     100   300   200    2200
2015 12    12/30/2015     100   300   200    2400

Anyone can help with the YTD formula?

Thanks guys!

Edited by CrystalGirl - 14 Mar 2015 at 5:26am

Hi Paulhoving,

Thank you for the response and your time. The problem is, I have to run the report every month. So for example, if I run January report, I have YTD for January, but if I run February report, I only get the February running YTD. So, how do I include the YTD for January on the February report?

So basically when I run the report, I only run for one month. I want to be able to make my YTD dynamic depending what month I choose. If I choose, March, then I should have YTD from January, February and March added but right know, my YTD amount is based on the period I choose. If I choose March, my current YTD is the YTD amount of March only.

for example:
Report 1: run on January
Year Month EndingMonth   Credit Debit MTD    YTD
2015 1     1/31/2015      100   300   200    200

Report 2: run on March
Year Month EndingMonth   Credit Debit MTD    YTD
2015 3     3/31/2015      100   300   200    600

I really appreciated your time and help Paulhoving. Do you have any idea how to solve this?


Edited by CrystalGirl - 17 Mar 2015 at 2:47pm

Hi Paulhoving, I tired and it does not show total YTD for January and February when I run February report. Yes, I know how to do the suppress...

Hi jkwrpc,

Thanks for the responded. I have group my data but not by month...how do create a parameter to show or hide the detail and just to show specific month?

I don't use the YTD function in CR, I am trying to find it...

Thanks again