Balance forward in Crystal Report

[Former Member]

Hi All Expert,

I have one requirement which will need to bring down the balance forward value in grouping level.

Example:

I have a report design which will group be Date and have three summary total fields (Balance Forward, Current Total, Total Amount)

Date Balance Forward Current Total Total Amount

1 Jan 100 100 200

2 Jan 200 300 500

3 Jan 500 100 600

I wish to bring down the total amount from one date to another date on the date grouping level. I tried to use the previous function in Crystal Report formula but it was unable to sum it out.

Appreciated your kind advice how can do this in Crystal Report.

TQ.

Regards,

CK

[Former Member · Accepted solution]

Is this the same problem as is posted [here|;?

HTH,

Carl

[Former Member · Accepted solution]

Hi Carl,

Thanks for your reply. Actually the thread you refering was almost similiar to my problem. In fact, mine problem was not able to bring down the Balance Forward amount in the grouping level.

Let me give you some example. I have 5 fields in my report which are:

Date - Field from database

User - Filed From database

Balance Forward (BF) - Calculation in formula (Previous date CF display as next date BF)

Current Amount (CA)- Field from database

Carry Forward (CF) - Calculation in formula (BF+CA=CF)

When drag out those fields from database into the CR without perform any group, it will shows something as below in the details section.

Date User BF CA CF

1/1 A 0 50 50

1/1 B 0 100 100

2/1 A 50 50 100

2/1 B 100 50 150

When i perform a group on date, it should shows in the design layout as below:

Date BF CA CF

1/1 0 150 150

2/1 150 100 250

On date 1/1, my BF will be 0 for the first day and CF will be 150 with the formula calculation as SUM(BF+CF). For date 2/1, i will required to carry down this 150 (previous date 1/1 CF) down to the date 2/1 BF and following by the next date 3/1.

I try to use the previous(group.fields) in the formula, but it will shows me "No any previous or next value to be retrieve". In fact, i could use the previous(table.fields) function and place on the details section.

Appreciated you could advise how to retrieve my SUM(CF) value and display on the next grouping date section in Crystal Report.

Thanks.

CK

[Former Member · Accepted solution]

i would create a formula like this

if > previous then {@CF formula}

else

if < previous then 0

then i would create manual running totals and use the above formula to sum by date.

[Former Member · Accepted solution]

I think you can try using running totals in the report which gives you the cummulative sum. If you are unable to do using running totals you can try using manual running totals. For more details see the following SAP Notes

[http://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/oss_notes_boj/sdn_oss_boj_erq/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/scn_bosap/notes%7B6163636573733d36393736354636443646363436353344333933393338323636393736354637333631373036453646373436353733354636453735364436323635373233443330333033303331333233313331333533383338%7D.do]

regards,

Raghavendra.G

[Former Member · Accepted solution]

Hi,

Thanks for your prompt reply.

I able to use the manual running total for bringing down the previous date CF to the next date on date grouping level.

Now, i faced another challenges on my drill down report. If i click on the date to drill in in order for view the details, the BF that i brought down from previous date will shows 0.

Appreciated your kind advice on the alternative way for shows the BF value in the drill down report.

Thanks.

Regards,

CK

Edited by: Chee Koon Chwa on Dec 30, 2009 10:10 AM

[Former Member · Accepted solution]

Can you use a global variable to carry the CF value to the next record? Something like (basic syntax):

For {@BF}:

global CF as number

formula = CF

For {@CF}

global CF as number

CF = {@BF} + {db.CA}

formula = CF

HTH,

Carl

[Former Member]

CK

Did you get this resolved? I'm having the same issues with the drilldown and haven't got it to work yet. Plus I have numerous groups the user wishes to with a carry forward balance and also wants it displayed in each subsequent groups drilldown.

Thanks,

SC