Compare periods and financial years

[Former Member]

Hi Experts,

I am trying to figure out how to create a report for which I have sales figues for one quarter compared to another quarter and then have these compared to the previous year?

In other words the report should look like this

1st Quarter 2009 | 2nd Quarter 2009 | % diff | 1st Quarter 2008 | 2nd Quarter 2008 | % diff

Item 1

Item 2

Item 3

Hpow would I accomplish this?

[former_member11696]

Depends on the version of Crystal where to get them. Older version they are included if selected to install when you install CR. Newer versions are available by clicking Businessobjects tab above and then Downloads and fill in the rest. You'll find samples reports for each version.

[Former Member]

Not sure if you are on CR XI or not, but there are some very nice sample reports available, look in the financial section for the Rolling Quarter Income statement, that should get you started. Another option, may be to create some custom groups, ie...

[Former Member]

This formula will do a 2 month previous balance.

if {Journal_Entry.Date} < dateserial(year(dateadd('m',-1,{?End Date})), month(dateadd('m',-1,{?End Date})),1) and {Journal_Entry.Date} >= DateSerial(year(dateadd('m',-2,{?End Date})),month(dateadd('m',-2,{?End Date})), 1) then

(

if {Journal_Entry.Debit Or Credit} = 'Credit' then

(

{Journal_Entry.Amount} * -1;

)

else

(

{Journal_Entry.Amount};

)

)

While this one, is a month balance

if {Journal_Entry.Date} >= DateSerial(year({?End Date}), month({?End Date}), 1) then

(

if {Journal_Entry.Debit Or Credit} = 'Credit' then

(

{Journal_Entry.Amount} * -1;

)

else

(

{Journal_Entry.Amount};

)

)

This one is year to date

if {Journal_Entry.Date} >= dateserial(year({?End Date}),1,1) then

(

if {Journal_Entry.Debit Or Credit} = 'Credit' then

(

{Journal_Entry.Amount} * -1;

)

else

(

{Journal_Entry.Amount};

)

)

[Former Member]

Can you point me to the URL where I would find this and other reports?

thx,

Richard