Crstal Reports - Multiple Summaries of Gift Amount

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I'm trying to create a Development Revenue report in Crystal.  I want to have three columns summarizing income: Month to Date, FY to Date, Previous FY Total.  In the rows I want to group by appeal.  I am able to do the grouping just fine, and I am able to insert a summary for that group (with selection criteria like GF Date greater than or equal to 07/01/2012).  But when I try to insert an additional summary with different selection criteria (ex. GF Date less than or equal to 6/30/2012), I end up changing both summaries. 

Ideas?

 

Thanks 

 

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  • Peter Mckay:

    I'm trying to create a Development Revenue report in Crystal.  I want to have three columns summarizing income: Month to Date, FY to Date, Previous FY Total.  In the rows I want to group by appeal.  I am able to do the grouping just fine, and I am able to insert a summary for that group (with selection criteria like GF Date greater than or equal to 07/01/2012).  But when I try to insert an additional summary with different selection criteria (ex. GF Date less than or equal to 6/30/2012), I end up changing both summaries. 

    Ideas?

     

    Thanks 

     

    I may not be using the correct Crystal terminology but you may need to use subreports and have each one represent a column and each be in a different section but allow the sections to overlay eachother. Does that make any sense?
  • Melissa Graves:
    I may not be using the correct Crystal terminology but you may need to use subreports and have each one represent a column and each be in a different section but allow the sections to overlay eachother. Does that make any sense?

    I agree with Melissa that sub-reports are the best the way to go.  That way you are able to choose ("pick") a unique set of records for each section of the main report.

  • Peter Mckay:

    I'm trying to create a Development Revenue report in Crystal.  I want to have three columns summarizing income: Month to Date, FY to Date, Previous FY Total.  In the rows I want to group by appeal.  I am able to do the grouping just fine, and I am able to insert a summary for that group (with selection criteria like GF Date greater than or equal to 07/01/2012).  But when I try to insert an additional summary with different selection criteria (ex. GF Date less than or equal to 6/30/2012), I end up changing both summaries. 

    Ideas?

     

    Thanks 

     

    Are you using formula fields for each column (Month to Date, FY to Date, LFY to Date) in your details section?

    If so, in the details section, right click on each formula field and select Insert - Summary.  Then change the Summary Location to your group.

    However, there might be an issue with this, it might total all gifts regardless of the criteria on the "column" fields.  Just difficult to know without seeing the report.

    Check your totals and let us know if it is totaling everything and not just gifts in those date ranges.  If it is totaling everything you will have to use a Running Total instead of a Summary Total.  I can explain more if needed.

  • Josh Bekerman:

    Are you using formula fields for each column (Month to Date, FY to Date, LFY to Date) in your details section?

    If so, in the details section, right click on each formula field and select Insert - Summary.  Then change the Summary Location to your group.

    However, there might be an issue with this, it might total all gifts regardless of the criteria on the "column" fields.  Just difficult to know without seeing the report.

    Check your totals and let us know if it is totaling everything and not just gifts in those date ranges.  If it is totaling everything you will have to use a Running Total instead of a Summary Total.  I can explain more if needed.

    If you are exporting all of your gifts and you want to summarize the data into different columns by date (or anything else) you need to use a formula + a summary.



    For example, If you have gift information with a Gift.Date and you want to summarize all of the gifts that happened this year:



    Formula:

    if year({Gift.Date}) = 2013 then {Gift.Amount}



    That basically means "if the gift happened in 2013, output the amount, otherwise output nothing"



    Then make a summary based on that formula and add it to the grouping that you want (or multiple groupings if you want).
  • This helps with something I've been working on for several days to no avail!  But now I want to calculate $ and % differences between my summarized fields.  How?????
  • create a formula field using the summary fields with the mathmatical operators to get what you want:

    I included returns so you could see each part of the formula. The {PrtGst_1AtrCat_1.PrtGst_1AtrCat_1_Description} is a group in the report



    Count ({PrtGst_1AtrCat_1.PrtGst_1AtrCat_1_Description}, {PrtGst_1AtrCat_1.PrtGst_1AtrCat_1_Description})



    Count ({PrtGst_1AtrCat_1.PrtGst_1AtrCat_1_Description}, {PrtEv.PrtEv_Name})



    *100



    &" %"

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