Crstal Reports XI - Crosstab Report - Displaying Dates (Cashflow)
Hello
I was wondering if any one would be able to help me with an issue I'm having. I need to create a cashflow report at the moment I'm trying with a crosstab report (this may be the problem)!!
I need it to display in the following way. (you may not be able to see the layout), but basically months across the top ( as columns), opportunity description as rows, values then appear under dates.
Oct-11 Nov-11 Dec-11 Jan-12 ...............Sept-12
Opportunity Description 100.00
Opportunity Description 1 100.00
I have several formulas I have included the simpilest below, the problem I'm having is the year is not being taking into consideration and some of the values are display in the incorrect months.
eg. The report will run for a year, If my estimated date is Aug 2012 and I add 3 months to it, it should not display on my report (Nov-2012) but it wraps and appears in Nov-2011...
Case "One Off":
If (Month ({Sheet1_.Monthstart})=Month (DateAdd("m",3,{OPPORTUNITY.ESTIMATEDCLOSE}))) Then {@First_Year_Fees}
I think its because I'm not defining the date correctly and taking into account the year.
If anyone can solve this I would be very grateful or is there an alternative method other than using a crosstab...
Thannk you very much
Sarah
Try a date range parameter to select your data rather than a date in the middle of the year. If you are concerned that they not enter in exactly one year, you could test the date range with
not({?enddate}-{?startdate} = 365)
and give them a warning, you could even suppress everything except the warning that the date range must be one year.
Or use just a starting date parameter and use it as
date({field}) >= {?date} and date({field}) < {?date}+366 // adds 1 year
or just an end date.
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