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Former Member

Need help sorting an Aged Analysis report

Post Author: dshallah

CA Forum: Formula

I have an aged analysis business report that contains the

following fields that need to be sorted and displayed in a particular way. The

report displays a customer list that shows Total Balance Due, Over 60 days due,

Over 90 Days due and over 120 days due. What I need to do is come up with a way

to properly display the report so it shows the Total Balance field being equal

to or greater than a $1000.00 and the 60 day field equal to or greater than a

$1000.00 and the 90 day field equal to or greater than a $1000.00 and the 120

day field equal to or greater than $1000.00.

I realized I needed help when I tried using the Select

Expert to filter the report and it only showed a few records when it should

have displayed 78 records. The problem with the sorting is that some of the

customers only have the u201Cover 1000.00u201D in one of the three fields. I need to find

a way to display each column with the argument that if the Total Balance due is

over 1000.00 and the 60,90,120 due fields are over 1000.00 than display the

customers name and the amount due in those fields.

Any help is greatly appreciated. I am an average crystal user

who wants to learn more about this software.

Thanks!

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5 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 03:31 PM

    Post Author: kcheeb

    CA Forum: Formula

    You could create formula fields for each of the 60, 90 & 120 day amount fields. Use the if statement to use the value or not. Same thing for the client name, if the 60 or 90 or 120 day fields exceed $1000, display it.

    Another way would be to supress the detail band if none of that rows amounts exceed 1000 dollars. (Not 100% sure if this will hide all detail rows or not, but it's a quick check).

    Hope this helps.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 04:02 PM

    Post Author: dshallah

    CA Forum: Formula

    The part I need help with is exactly how to write it. If you can give me an example that would be great! Thanks.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 04:19 PM

    Post Author: kcheeb

    CA Forum: Formula

    Create formula fields for each of the 60, 90 & 120 day columns.

    Here's an example for the 60 day field

    if {Table.60DayValue} > 1000 then{Table.60DayValue}

    No else will mean if the value is less than 1000 nothing is displayed. Place the formula fields on the report.

    For the other option, go to the Section Expert, click on the Details section, check the Supress option, click on the Supress button (X-2), enter the following formula :

    {Table.60DayValue} < 1000 and {Table.90DayValue} < 1000 and {Table.120DayValue} > 1000

    This should hide the detail section when all the values are less then $1000.

    Hope this works.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 04:21 PM

    Post Author: kcheeb

    CA Forum: Formula

    oops, the 120 day should be less than too.

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 05:45 PM

    Post Author: dshallah

    CA Forum: Formula

    Thank you so much it worked perfect. Much appriciated!!!-Dave

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