Hierarchies and Groupings
Printed From: Crystal Reports Book
Category: Crystal Reports 9 through 2020
Forum Name: Report Design
Forum Discription: The best way to design a report and problems you have encountered
URL: http://www.crystalreportsbook.com/forum/forum_posts.asp?TID=21843
Printed Date: 02 May 2024 at 5:21pm
Topic: Hierarchies and Groupings
Posted By: enewey
Subject: Hierarchies and Groupings
Date Posted: 09 Jan 2016 at 6:08pm
|
Hi, first time poster but have been hiding in the shadows for a while.
I have a problem around hierarchies and groupings that I've been struggling for quite some time to solve, and have come here in search of advice. The End Goal: To display account balances grouped by account type (revenue and expense), sub totals and totals included. These accounts also belong to an account structure based on our organizations layout with a maximum of 8 levels. Users need to drill down from highest level to lowest level and see sums for revenue / expense on each level. Sample Account Columns: Acc_id, Account_Type, Budget, Actual, L1_ClassID, L2_ClassID, L3_ClassID, etc... I've easily been able to create groups for each Level ID, which allows drill down through the hierarchy. My problem is breaking out revenue / expense at each level. I've attached a sample of how the report should look and work. Any ideas or suggestions would be greatly appreciated! 
|
Replies:
Posted By: DBlank
Date Posted: 11 Jan 2016 at 4:48am
| if it must be in the type of format you are showing and you only have one drill in level I would consider make the drill in a sub report |
Posted By: enewey
Date Posted: 13 Jan 2016 at 11:40am
|
Unfortunately the sub-report will not work as there are 8 possible levels of drill down, only showed 1 for the example.
Any other ideas? |
Posted By: DBlank
Date Posted: 14 Jan 2016 at 3:00am
|
I think you will be jumping through a lot of hoops to try to maintain that format. It would be simple to just place the revenue and expense side by side and drill into any level you want at all.
Is that format an absolute especially if it requires significantly more resources and time to achieve it? I have found that report requirements are often open to format changes if the content is still the same. |