Joined: 07 Oct 2010
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Topic: formula help for different records Posted: 07 Oct 2010 at 4:40am
I'm not an expert by ANY means on crystal, I just know enough to edit some existing ones.
I have a report that pulls a record selection of accounts over 100 and the report gives a sum of everything over 100. We pull it on everything over 100 because that's the only details they want to see.
I need to add to my report the sum of everything that's under 100 but I'm not sure how to do that because the data in the report is pulling everything over 100, is there a way I can make a formula field that does it's operations on a different record selection or something similar?
Joined: 04 Feb 2008
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Posted: 07 Oct 2010 at 12:08pm
Your report needs to retrieve all records so you can sum the records less than 100. To separate out the accounts less than 100 one approach is to use a formula, something like this:
if {account.value} < 100 then "Accounts less than 100" else {account.name}
I'm assuming the accounts have a name or something that you can identify them by. You can then create a group on this formula and put a sum on the group footer. This keeps all the records separate for accounts over 100, and lumps together all accounts less that 100.
Joined: 07 Oct 2010
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Posted: 08 Oct 2010 at 4:49am
Ok so i kind of see what you are saying but I'm stuck at this.
The group I create on the formula is that what I put in the Group Selection under selection formula in the formula workshop?
The logic I need is that I need to select all records so I can report on all of them.
I then need in the actual report to only report on the the details of the accounts over 100, I then need to have a total for accounts under 100 and accounts over 100.
I guess my first issue is I'm not sure how to make the report details only show for accounts over 100 while selecting all records.
My second problem is then having a total for each one, I'm not sure where to put these formulas/logic.
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