FW: help Blank Title 74412

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1
Delores,



Sounds like you want a Cross-tab in your Crystal Report.



1. Select all records greater or equal to than 01/01/2009
2. Create a variable for Month
3. Create a Variable for Year
4. Insert a Cross-Tab into the report footer
5. Right Click on the Cross tab
6. Drag Customer Number into the rows box
7. Drag the Month Variable into the rows box under Customer number
8. Drag Year variable into the Columns Box
9. Drag the field you want to summarize into the Summarized fields
box.
10. Click on OK
11. Refresh the report



When 2010 starts this will automatically add another column.



All that is left to do is formatting.



Hope this helps



Dale E. Schuerman

Senior Consultant

Epicor Certified Consulting Partner



RAM Software Systems, Inc.

972-669-0763 x233 (voice)

972-669-9603 (fax)

mailto:dale.schuerman@...
<BLOCKED::blocked::mailto:dale.schuerman@...> (email)

http://www.ramsys.com <BLOCKED::blocked::http://www.ramsys.com/>
(website)



________________________________


--- On Tue, 2/17/09, Hernandez, Dolores <dhernandez@...
<mailto:dhernandez%40energycranes.com> > wrote:

From: Hernandez, Dolores <dhernandez@...
<mailto:dhernandez%40energycranes.com> >
Subject: [Vantage] FW: help
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Date: Tuesday, February 17, 2009, 4:51 PM

I have to create a report that allows me to compare totals for
customers by month. Example: I want to be able to pull up the total
for customer ABC for Jan 1 -31, 2008 and bring up the total for same
customer for Jan 1-31, 2009 so that I can compare side by side.

I created a parameter to select invoices for the month of Jan 2008, but
how can I get both for 2008 and 2009. I could do a subreport, but I
don't know where in the report to put it or if this will work because I
am not getting any info.

Any suggestions?

Thanks in advance,

------------ --------- --------- --------- --------- --------- -
---

Dolores Hernandez

Software/Database Analyst

713-896-5178

dhernandez@energycr anes.com

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




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2
I have to create a report that allows me to compare totals for
customers by month. Example: I want to be able to pull up the total
for customer ABC for Jan 1 -31, 2008 and bring up the total for same
customer for Jan 1-31, 2009 so that I can compare side by side.

I created a parameter to select invoices for the month of Jan 2008, but
how can I get both for 2008 and 2009. I could do a subreport, but I
don't know where in the report to put it or if this will work because I
am not getting any info.

Any suggestions?



Thanks in advance,



------------------------------------------------------------------------
---

Dolores Hernandez

Software/Database Analyst

713-896-5178

dhernandez@...





[Non-text portions of this message have been removed]
3
If your using crystal could you include all records and then group by
year and then use a conditional format to only display a specific month?



Just a thought.



Mark D



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Hernandez, Dolores
Sent: Tuesday, February 17, 2009 5:51 PM
To: vantage@yahoogroups.com
Subject: [Vantage] FW: help



I have to create a report that allows me to compare totals for
customers by month. Example: I want to be able to pull up the total
for customer ABC for Jan 1 -31, 2008 and bring up the total for same
customer for Jan 1-31, 2009 so that I can compare side by side.

I created a parameter to select invoices for the month of Jan 2008, but
how can I get both for 2008 and 2009. I could do a subreport, but I
don't know where in the report to put it or if this will work because I
am not getting any info.

Any suggestions?

Thanks in advance,

----------------------------------------------------------
---

Dolores Hernandez

Software/Database Analyst

713-896-5178

dhernandez@... <mailto:dhernandez%40energycranes.com>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
Create a varable for month and another for year and maybe one for day. Be sure to add these fields to the detail line so you can group by customer by month.
The Year, month and day fields can be hidden.
Then group by customer then by month. Sort by Customer by month by day.
Â
now in the detail section you need varable for 2008Sales and 2009Sales.
if year = 2008 then 2008Sales = detail sales else " " and if year= 2009 then 2009Sales = detail sales else " " .
Now you can display the date and sales info under the correct collumn and see the 2008 sales and 2009 sales side by side and sum by the Month group.
Â
Email me the details you want to see and total by, if you have any problems.. It should be easy to set this up.
Â
Report will look like this.
Â
January Sales
Â
Customer ID Customer Name Date 2008 Sales 2009 Sales
123
Â
Doug
Â


--- On Tue, 2/17/09, Hernandez, Dolores <dhernandez@...> wrote:

From: Hernandez, Dolores <dhernandez@...>
Subject: [Vantage] FW: help
To: vantage@yahoogroups.com
Date: Tuesday, February 17, 2009, 4:51 PM






I have to create a report that allows me to compare totals for
customers by month. Example: I want to be able to pull up the total
for customer ABC for Jan 1 -31, 2008 and bring up the total for same
customer for Jan 1-31, 2009 so that I can compare side by side.

I created a parameter to select invoices for the month of Jan 2008, but
how can I get both for 2008 and 2009. I could do a subreport, but I
don't know where in the report to put it or if this will work because I
am not getting any info.

Any suggestions?

Thanks in advance,

------------ --------- --------- --------- --------- --------- -
---

Dolores Hernandez

Software/Database Analyst

713-896-5178

dhernandez@energycr anes.com

[Non-text portions of this message have been removed]



















[Non-text portions of this message have been removed]
5
Create a varable for month and another for year and maybe one for day. Be sure to add these fields to the detail line so you can group by customer by month.
The Year, month and day fields can be hidden.
Then group by customer then by month. Sort by Customer by month by day.
Â
now in the detail section you need varable for 2008Sales and 2009Sales.
if year = 2008 then 2008Sales = detail sales else " " and if year= 2009 then 2009Sales = detail sales else " " .
Now you can display the date and sales info under the correct collumn and see the 2008 sales and 2009 sales side by side and sum by the Month group.
Â
Email me the details you want to see and total by, if you have any problems. It should be easy to set this up.
Â
Report will look like this.
Â
January Sales  Customer ID:  123   Name: AB Store
Â
Date                  Invoice Number              2008 Sales             2009 Sales
01/01/2008Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 1001Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 129.99
01/01/2009Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 2003Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 314.44
01/02/2008Â Â Â Â Â Â Â Â Â Â Â Â Â Â 1010Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 323.99
01/04/2008Â Â Â Â Â Â Â Â Â Â Â Â Â Â 1015Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 100.00
01/10/2009Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 2019Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 415.01
Â
Total January Sales Customer ID 123Â Â Â Â Â Â Â Â Â Â Â Â 533.98Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 729.45
Â
January Sales Customer ID 456Â Â Â Name: Stores BCD
and so on
Â
You could hide the detail lines and just show the totals by month. Maybe allow them to drill down on the detail if they want to see the invoice lines.
Doug
Â


--- On Tue, 2/17/09, Hernandez, Dolores <dhernandez@...> wrote:

From: Hernandez, Dolores <dhernandez@...>
Subject: [Vantage] FW: help
To: vantage@yahoogroups.com
Date: Tuesday, February 17, 2009, 4:51 PM






I have to create a report that allows me to compare totals for
customers by month. Example: I want to be able to pull up the total
for customer ABC for Jan 1 -31, 2008 and bring up the total for same
customer for Jan 1-31, 2009 so that I can compare side by side.

I created a parameter to select invoices for the month of Jan 2008, but
how can I get both for 2008 and 2009. I could do a subreport, but I
don't know where in the report to put it or if this will work because I
am not getting any info.

Any suggestions?

Thanks in advance,

------------ --------- --------- --------- --------- --------- -
---

Dolores Hernandez

Software/Database Analyst

713-896-5178

dhernandez@energycr anes.com

[Non-text portions of this message have been removed]



















[Non-text portions of this message have been removed]