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joekanant@gmail
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Quote joekanant@gmail Replybullet Topic: running summary
    Posted: 10 Feb 2019 at 7:52pm
Hi I need to make an payment summary. And I have data as below :
Inv.Nu   Date TOP       Pay date   Payment       Balance
001       02-01-2019                             1.000
                        01-01-2019   100           900
                        01-04-2019    50           850
                        02-15-2019   850            0

I need to calculate the balance following payment value. So the balance running by the row.

Thanks,

Joe
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hilfy
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Quote hilfy Replybullet Posted: 11 Feb 2019 at 7:01am
You don't mention which version of Crystal you're using, but I'm going to assume that it's fairly current.

This is fairly easy to do. Crystal has a "Running Total" option that you would use. Basically, you would set it up like this:

Field to summarize: Payment field
Evaluate: For each record
Reset: On change of field Invoice Number field.

For my example, I will call this {#Payments}. The other assumption I'm going to make is that the first row that you're displaying comes from a "master" record that has the information about the total amount of the invoice. Then you would create a formula that looks something like this to display the running balance:

{Invoice Balance} - {#Payments}

Depending on how the data is set up, if the payments are already negative, you would use "+" in the formula instead of "-".

-Dell

Proviti, Data & Analytics Practice
9-Time SAP BusinessObjects Partner of the Year.
www.protiviti.com/US-en/data-management-advanced-analytics
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joekanant@gmail
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Quote joekanant@gmail Replybullet Posted: 11 Feb 2019 at 3:20pm
I'm working on crystal XI version. But thx anyway and I'll try your solution..thx again
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