running summary
Printed From: Crystal Reports Book
Category: Crystal Reports 9 through 2020
Forum Name: Technical Questions
Forum Discription: Formulas, charting data, Crystal syntax, etc.
URL: http://www.crystalreportsbook.com/forum/forum_posts.asp?TID=22726
Printed Date: 27 Apr 2024 at 1:00pm
Topic: running summary
Posted By: joekanant@gmail
Subject: running summary
Date 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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Replies:
Posted By: hilfy
Date 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
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Proviti, Data & Analytics Practice
http://www.protiviti.com/US-en/data-management-advanced-analytics - www.protiviti.com/US-en/data-management-advanced-analytics
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Posted By: joekanant@gmail
Date Posted: 11 Feb 2019 at 3:20pm
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I'm working on crystal XI version. But thx anyway and I'll try your solution..thx again
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