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jhudson77
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Quote jhudson77 Replybullet Topic: Running Total for Current Year Only
     Posted: 31 Mar 2008 at 10:05am
Hi everyone...............I did a search for this topic already but didn't come up with anything.  I would have figured this would have been addressed already but I guess not - either that or it's so simple that no one would need to ask the question.  LOL
 
Anyways.....I am trying to do a running total that totals numbers based on the current year only.  I figure that it will have to be a manual total but not too sure what the formula would look like.  Anyway to do this by checking the system date and doing this automatically?
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jgh1204
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Quote jgh1204 Replybullet Posted: 31 Mar 2008 at 10:18am
The running total dialogue box has a formula evaluation option.
 
You could try:
 
year(trx_date_field)=2008
 
Not very elegant, but should work. 


Edited by jgh1204 - 31 Mar 2008 at 10:34am
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jhudson77
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Quote jhudson77 Replybullet Posted: 31 Mar 2008 at 11:48am

I think maybe I explained my current report wrong.

Let's say I have three fields in the report: start date (Start_Date), end date (End_Date), and total sales (Total_Sales).
 
In the report footer, I am summarizing via two separate running totals two different totals.  One is all of the Total_Sales over time and the other is the Total_Sales for just this year (based on the End_Date being 2008).
 
The first running total is a piece of cake - pretty straightforward.  But, how do I compare the system date to the End_Date to do a running total of just the numbers for this year?
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Quote jgh1204 Replybullet Posted: 31 Mar 2008 at 1:18pm

Create another running transaction field using the same amount that you want totaled.  In the evaluate by function box, put this formula.

 
year(currentdate)=year(trxdate)


Edited by jgh1204 - 31 Mar 2008 at 1:20pm
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jhudson77
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Quote jhudson77 Replybullet Posted: 31 Mar 2008 at 1:22pm
What is "trxdate"?
 
BTW, I'm using CR9.
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Quote jgh1204 Replybullet Posted: 31 Mar 2008 at 1:36pm
trxdate is whatever your field name is for your ending date.
 
Year(x) is a function that returns the year value from a date.  Currentdate is a function that returns the current system date.  So year(currentdate) returns the year of the system date.  Year(Ending_date) returns the year of the transaction date.
 
So the evaluation function is true when year(currentdate)=year(ending_date).
 
My first example of year(ending_date)=2008 would work(at least until 12/31/08). 


Edited by jgh1204 - 31 Mar 2008 at 2:05pm
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Quote jhudson77 Replybullet Posted: 01 Apr 2008 at 5:35am
That worked beautifully!  Thank you for your help!
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