Actual Vs Budget Report according to month

[Former Member]

Hi Experts

I am new here. i am creating a crystal report which have three budget criteria which are 1. Main budget 2015   2. Jan-june 2015   3. July-dec 2015 .

By using parameter i can update my report but the thing is, there should be the budget for each month. e.g if budget criteria is Jan-July2015 then each month should be come up and same with other criteria. Please help me out for this. i am struggling with this thing. Please check the attachment which i was trying to do.

Actual vs budget report.txt.zip

[Former Member]

Sukhjit, 

after you create a report based on your command /  stored proceedure /  view   you will need to create a group.     That group will be based on a formula.

the formula will need to tell you the month that each item of the budget occured.

so...    1   create the fromula       In your case it will be   month(refdate) 

          2    name the formula   ( something like "Bud_month" )    use the formula like any other data field and place in the Detail section

          3      create the group   based on the formula  name

         4        add the appropriate data fields to the report

          5      make the report look nice. 

Ted

[Former Member]

Ted Thanks for your explanation but i am not understanding how you are saying . i tried according to your description like

sum(Case  DATENAME(month,T3.[RefDate]) WHEN 'January' THEN T3.[Debit] else 0 end) AS 'Jan Expenses',

   sum(Case  DATENAME(month,T3.[RefDate]) WHEN 'February' THEN T3.[Debit] else 0 end) AS 'Feb Expenses'

,

is it according to what you were saying. because if i use this in formula and grouped that its not giving me required result. please add in query document what you wants to say.

Thanks

Sukhjit Kaur