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Former Member
Jan 28, 2014 at 03:49 PM

Largest Investor (by commitment) Sharing

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Hi,

I have a formula within my crystal which is determining the largest investor within a fund family. The formula runs second on the canvas and then shares to a subreport as a link which uses that investors name to force the values for only that investor. The report is based on the concept of a fund family and reporting is done with this consolidated approach. Since this is a fund family and within the fund family there are only two funds, there will also be two investors who are the largest in those two funds.

As an example, for Fund II there are two investors who are largest

Fund A and Fund B = Fund II Fund Family

Investor A contains the largest commitment for Fund A

Investor B contains the largest commitment for Fund B

I'm having this strange issue that when the largest investor formula shares down to the subreport, one (out of seven) of the tables using the largest investor are still using investor A as the investor, whereas it should be using investor B. I'm confused as to why only this one table is executing using the investor for the other fund.

I thought it might be the order of execution and that the placement of the largest investor formula was off, but it wouldn't make sense that the other tables are working fine with it. I'm pretty sure that something is off in the actual subreport. I've double checked the joins and they look fine.

Do you all have any thoughts on this?

Thanks in advance!

Brandon