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Crystal report 2008 holdings

Printed From: Crystal Reports Book
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Printed Date: 03 May 2024 at 2:24am


Topic: Crystal report 2008 holdings
Posted By: Maqza
Subject: Crystal report 2008 holdings
Date Posted: 08 Jan 2011 at 12:56am
Hi

can any one help how to set valuation date on holdings

Code            Valuation Date            Holdings

10A            01/01/2010                  5000   

10B            03/01/2010                  6000   

10C            01/01/2010                  9000

10D            01/01/2010                  700

 

I want holdings as of 03/01/2010

It should display like this

 

10A                 5000

10B                  60000

10C                 9000

10D                 700

 
 

Thanks


Replies:
Posted By: hilfy
Date Posted: 14 Jan 2011 at 8:42am
Try this:
 
1. Group by Code.
 
2. Group by Date - Set the group sort Descending so that your most recent date is the first record.
 
3.  Set up a Select filter that will select all data with a date less than or equal to 3/1/2010.  If you want, you can create a parameter so that the user can change this date at run time.  You then use the parameter in your filter.
 
3.  Put all of your data in the group Code group header section and suppress the Date group header and footer section and the details section.
 
This will display the data for the most recent entry that is on or prior to your 'As Of' date.
 
-Dell


-------------
Proviti, Data & Analytics Practice
http://www.protiviti.com/US-en/data-management-advanced-analytics - www.protiviti.com/US-en/data-management-advanced-analytics

Posted By: Maqza
Date Posted: 29 Jan 2011 at 8:47pm
Hi!
It is working fine
Thanks for ur help
 


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