Custom Running Total on Crosstab

Because I need to do some special calculations on a crosstab, I need to use the 'Supress' formula technique to do a custom calculations on a crosstab.
The crosstab exists in the report footer and everything works fine except when the crosstab is being expanded to the next page. Basically, if the crosstab and it's grand total fits in one page, the calculation is fine. If the crosstab requires another page, the grand total at the last page will only sum up the crosstab values on the page that the grand total is being displayed.
Is there any way to make it so that the grand total does not reset if it happens to expand to multiple pages?
Here are my formulas:
1. Formula on Row 1 (Supress formula) - This will constantly add value to a variable as long as Row1 is printed.
whileprintingrecords;
numbervar grandtotal;
numbervar units;
numbervar budget;
grandtotal := grandtotal + (units * budget);
false;
2. Formula on Grand Total (Display String formula) - This basically displays the value of 'grandtotal' after all rows have been printed.
whileprintingrecords;
numbervar grandtotal;
'$ ' & totext(grandtotal);

You're using Crystal Syntax for your formulas, which I have to admit I'm not too familiar with... But in Basic Syntax, there's a difference between Global and Shared variables, where Globals do not carry to the report footer but Shared variables do.
Perhaps if you use Shared variables instead of Globals (if that is what the syntax indicates) your problem will go away...
HTH,
Carl

Similar Messages

Running Total in Crosstab

Hello all,
I've been unable to find any solutions for my issue, and I'm desperately hoping someone smarter than me can help me out. I'm trying to create a running total across columns for a crosstab report.
The report looks like the following, as best as I can format it:
(date) JAN-09 FEB-09 MAR-09 APR-09
7 7 24 13 <--
(order type) (order #)
Sales Order ACK12342 -4 -3 0 -1
AHSKFD34 -2 -3 -2 0
SSJDHD23 0 0 0 -10
SJDDG1298 -5 0 0 0
KDJD20937 -7 -8 0 0
Work Order WO12620 9 0 0 0
WO12827 8 7 0 0
WO13743 3 7 19 0
Stock N/A 5 0 0 0
I want a running total of each month column. I've added the running total row I'm trying to create above. I haven't been able to create a running total that will give that to me.
I hope this is enough information. I'll post answers to any followup questions.
Thanks.
EDIT: I apologize for the crosstab layout. I've butchered it, and I don't know how to go about making it more readable.
Edited by: user3537345 on Sep 19, 2008 8:35 AM

Hi Rod,
Appreciate your response. Unfortunately, the solution you've posted doesn't go quite far enough.
Your function does give me the running quantity, but it creates a new column for each OrderNumber, and then sums it. I've looking for a sum of all OrderNumbers (i.e., the whole column). Each column represents a month. So it's a running total of OrderNumbers, by Month. Hope that makes sense.
I might be attempting to do something that can't be done in Discoverer. I'm just trying every suggestion I can get. I'm hoping it's something I've missed.
I'll continue to experiment with your suggestion.
Thanks.

Running Totals and Formulas with Cross Tabs

Hi,
I'm using Crystal Reports 2008 and am having two issues using Cross Tabs.
The first is that I want to have two crosstabs. They both will have a common Y axis (Oppourtunity.Sales Rep), and on the Y Axis I want one to show all (Opportunity.Create Date) where (Opportunity.Staus = Won) and the other where (Opportunity.Staus = In Process), but I can't figure out how to contruct the formula to return this result.
The other issue, is that in addition to summarizing based on Sum (Opportunity.Expected Revenue), I would also like to create a running total to show the cumulative (Expected Revenue) Week over Week.
Any direction would be fantastic.
Thank you,
Michael

Please go through the SAP Notes listed here which would help you how to create mannual running totals in crosstab
[https://www.sdn.sap.com/irj/scn/advancedsearch?cat=sdn_ossnotes&query=runningtotalin+crosstab&adv=true&note_number=&component=&sdn_updated_on_comparator=GE&sdn_updated_on=&sortby=cm_rnd_rankvalue]
Regards,
Raghavendra

Customer Statement Report - running total

Greetings,
Example : Customer XYZ has 3 invoices, and on the 06/02/08 cheque World Bank Acc 100200 $800 paid for
Inv 2000
02/01/08 Inv #1000 $1000
05/02/08 Inv #2000 $800
04/03/08 Inv #3000 $600
The statement should show as below:
Date        Details                      Dr             Cr          Balance
02/01/08   Inv #1000                    1000                         1000
05/02/08   Inv #2000                     800                         1800
06/02/08   World Bank 100200                             800         1000
04/03/08   Inv #3000                     600                         1600
Anyone worked on some form of balance / running total like that before in the PLD ?
Thank you
Edited by: Davinder Singh on Jan 13, 2009 10:17 AM

Please check this thread:
Re: Running Total in QLD
Thanks,
Gordon

Require a formula to calc the diff between 2 running total fields in a crosstab

Post Author: PJM
CA Forum: General
Hi,
I have built a crosstab in Crystal XI with the following columns:
PROFILED BUDGET (a) EXPENDITURE TO DATE (b) VARIANCE (a-b)
The profiled budget and expenditure to date columns are both running total fields. I want the variance column to show the difference between the budget and expenditure.
To set the variance field up as a running total, I assume that I would have to specify that I want this formula evaluated after the budget and expenditure fields , however, I can't work out how to do this on a crosstab.
Moving the crosstab to the report footer has had no impact.
If I try to create a basic formula using the running totals, I get the error message "A summary has been specified on a non-recurring field" - I can't find an explanation of this error message on the help menu.
Can anyone help with this please?

overtime hours are calculated after 40. If I work 12 on monday, thats 12 regulars hours. not sure about others states laws but here in wisconsin we consider overtime after 40 only, not after 8 daily. at least thats how my company calculates overtime. lets say I work 10 hours a day, monday thru thursday, thats 40 hours regular time. anything after that is overtime. our weekly work schedule starts on sunday and ends on saturday. so on my bi-weekly time log, if i work 10 hrs a day monday thru thursday, i want 10hrs each day in regular hours cell, then when i work friday and or saturday, i want those hours in overtime hours. the main problem im having is: if i reach 40 hours in the middle of a day, i want the regular of that day to end and the overtime to pick up on the same day.
here is a basic example of how i want regular and overtime to look. of course the values will be duration not just numbers. hope this helps explain what i need a bit better.

Running total and Next function in Crosstab

Clarifications on getting Next Running sum and count on a Crosstab Here is the example, which I am working on:Highlights of the Report:- Report is grouped on {Scenario Name}- Left side dates on any of the tables is {Version Date}- Dates on the top header on any of the tables is {Fsc Week End Dt}- Other formulae used in this report are:1) = ({Query1.Demand Qty})/100000Numerical values displayed in the "Original values" table.2) =if {Query1.Scenario Name} = 'DLYPRD:ASCP-PRD:PRD' THEN mid ({Query1.Scenario Name},13,3)ELSE mid ({Query1.Scenario Name},13,6)Second column with value PRD in any of the tables.3) {next qty} = if not onlastrecord then next({@ShortDemandQty}) else 0;(used in the "next values vertically" table)4) - running total to calculate horizontallyEvaluate - For each recordReset - On change of field: {Version Date}5) - running total to calculate vertically.Evaluate - For each recordReset - On change of field: {Fsc Week End Dt} In this report design, when I go and change the Sort order in the Record Sort Expert, some of the values go for a toss. I got two cases where the vertical values are correct in one case and horizontal values are correct in another case. First Case: Cumulative vertical values are correct.  Second Case: Cumulative horizontal values are correct.  Is there any way to consistisize both the horizontal and vertical running totals. I even tried forcing the evaluate & reset like below and clearing the record sort order, but it did not work: 1) - running total to calculate horizontallyEvaluate - On change of field: {Fsc Week End Dt}Reset - On change of field: {Version Date}2) - running total to calculate vertically.Evaluate - On change of field: {Version Date}Reset - On change of field: {Fsc Week End Dt} And one more observation on the running total, how it works in the crosstab is, the total runs likes a spiral rather than resetting at the column or row level. Is there any way to restrict this? 3) {next qty} = if not onlastrecord then next({@ShortDemandQty}) else 0;(used in the "next values vertically" table) For example, onlastrecord does not seem to work on the "next values vertically" crosstab, rather brings the record from the next column.For 3/7/2007 - 01/APR/07, the value is 157.84 which is incorrect and should be 0.I need to get a next on the running total. Next (fld) doesnot work for running totals. Please guide me, how to get the next values for the running total fields.

Post Author: redtop6683
CA Forum: Formula
Whoops I guess I should have mentioned that I've already tried using Sum and Round(Running Total, 2) and haven't had any luck.
I also should have mentioned that Groupings 1 and 2 are sums, and that Running Total is a running total that changes on every change of the grouping. There are 4 groupings.
Grouping 1 (Employee Name)
Grouping 1.1 (Shift)
Grouping 1.2.1 (Payroll Department Code)
Grouping 1.2.1.1 (Description)
Below these 4 groupings is where the running total is. The issue is that in the footer of grouping 1 is a field that sums the elapsed hours for the particular employee by each payroll department code, these are then summed using the running total. The issue is as stated in the earler post that I can round these individual sums on the groupings, but I get the number on my running total to round differently as you can see by the earlier post's example.
Thanks for the help.
~Jason

SSRS Running Totals Custom Code

I have a report in which I need to total a column with an expression and created simple code to have a running total. When I run the report through report builder, the total only reflects the current page (it is 6 pages long) but if I export the report
out to Excel, the total is correct.
Below is the code:
Public running_roy as Double = 0
Public Function roy_tot(ByVal cust_type, ByVal roy, ByVal ret_value) as Double
Dim temp_var as Double
if cust_type = 0 then
running_roy = running_roy + roy
if ret_value = 0 then
temp_var = roy
else
temp_var = running_roy
end if
ELSE
temp_var = 0
end if
return temp_var
End Function
If I change the Public variable to "Public Shared" the totals change as I flip back and forth between the pages in report builder.
Any suggestions?

Hello alan2624,
Thanks for your clarification.
In the report, the custom code will be compiled as a class before it is used. Every time the page is loaded, the class on the page will be initialized. The un-shared (non-static) instance will be reset. Therefore, you will see the value is reset back to
zero if the public variable is not announced as "Shared". If you announced it as shared, then the variable is on the class level. It will not be changed by instance initializing. In addition, any operations on the variable will be recorded. This is not the
bug, but it is by design of the VB.net code.
If you export the report to the Excel, I think it will only generate a single page, and the total value is only the last one. It should be correct. If it is used in the pages in browser, I suggest you need design your code carefully for VB.net design.
If you have any questions about this issue, please let me know.
Regards,
Edward
Edward Zhu
TechNet Community Support

Running totals: Custom Reset via Formula? (VS 2005)

Post Author: PunchngMrGrumpy
CA Forum: .NET
Hi All,I have attached a screenshot to help make up for my inability to describe the situation I'm dealing with here.I
have three groups within a report that currently use distinct Running
Totals fields that Reset at the group levels that I assigned. I am
attempting to create a single Running Totals field for all 3 groups
that will reset depending on which Group is being calculated at the
moment so that I don't have to have 3 separate Running Totals object
for each and every group. I'm not sure how to do this or write this
formula as I'm new to Crystal Reports and am used to SQL Reporting
Services where this evaluation is automatically done for you (I was
spoiled I guess).For example, if the Running Totals field
control is in Group #1, I want it to reset at Group #1, and Group#2 to
reset at Group #2, etc without having to create a field for each group.So
basically I'm attempting to use a formula to create a Reset point (view
screenshot for detail) that is determined by which group the data is
being calculated in. Is this possible? I realize that it is possible by
simply creating a new running total object for each group and telling
it to reset on change of group specified, but this seems completely
redundant and overly time consuming for larger reports where there are
multiple groups and a lot of Running totals fields.I'm developing the report with Crystal Reports within Visual Studio 2005 if that helps any.I
don't know if you'll be able to see it, but I have a screenshot link to
explain what I'm trying to do. http://www.codeguru.com/forum/attachment.php?attachmentid=19302Thanks!

Hi Abhilash,
Thanks for the code, but the totals aren't right still yet.
Also, I just noticed my running total is not functioning properly. Count be the reason for my delima.
Any suggestions on how to get the running total to function properly?
What I just noticed is:
Date               Patient          Count
7/9/13             Patient A       7
8/8/13             Patient B       8
8/8/13             Patient B       8
8/8/13             Patient C       8
8/8/13             Patient D       8
8/15/13           Patient E       9
Would I be better off to do a formula vs a running total?

Item Transaction History Report - Calculation for creating 'Running Total'

Hello
Using Oracle Discoverer, we have written a report that pulls back all Inventory Transactions (by item number). This report lists both transactions IN (e.g. receipts into the store) and OUT (e.g. issues out from the store).
Our customer would like an additional column, to represent 'Running Total', to be added to the report. This column needs to capture the running 'On Hand Quantity' for the associated Item, as each transaction (both transactions IN and OUT of store) is displayed.
For example, if the initial/first transaction for an item was a Receipt of 500, then this column (on the first line) should display 500. If the second transaction for the item was an issue of 15, then this column (on the second line) should display 485. If the third transaction was for an issue of 50, then this column (on the third line) should display 435. If the fourth transaction was for a receipt of 20, then this column (on the fourth line) should display 455 etc etc
I'm not sure how I'd write a calculation to cater for this (within discoverer) - do you know if this is achievable? Any help would be much appreciated. This would be easy enough to do in Excel, but I'm a bit of a novice when it comes to discoverer(!)
Many thanks
Ross

Hi,
You can generally do this type of calculation using analytic functions. You would partition by the item number and order by the transaction date in the analytic function. You can use SUM function (with an order by) to get a running total of a column in the report. You can SUM a calculation containing a CASE statement which changes the OUT transactions to a negative number. The SUM function will start at zero, so you then can use FIRST_VALUE function to get the first value for the item which you could then add to the totals.
Rod West

Running total across 2 grouping

Hi All
I have created a crystal report and i have 2 remaining issues that i just cant get around.
the report is basically about all the net stock position.
the report is based on a query..that links sales order to all target documents that originate from the sales orders, i.e...deliveries, invoices, returns, credit notes.
then i also brought in all the open purchase orders and the instock from the oitw
i then sumed up the lines so the sales order > Delivery > invoice > credit note > returns all shows in one line..and if there is a different unit of measure it will be another line for that sales order
the report is grouped:
 per warehouse
 per item
 per Sales Order Num
 per Item Unit of Measure
 per Line Num
1st issue:
in the selection criteria if the sales order is closed but if one of the delivery notes is open it should bring in the "whole set" not just the the open deliverys linked to the sales order.
this is because the delivered quantities adds up to the net position of the stock.
2nd issue:
I have to work out a net postion
formula: net stock = Oitw.instock + PO - remaining qty on sales order
I got the sales order as a negative
i used a running total formula, but it does not work if the sales order has more then one unit of measure.
whileprintingrecords;
If onfirstrecord or previous({Command.SO No.})<>{Command.SO No.} then
numbervar remain_bal:= remain_bal + {@QTY}
i tried to add another if statement..but does not work
whileprintingrecords;
If onfirstrecord or previous({Command.SO No.})<>{Command.SO No.} then
If onfirstrecord or previous({Command.SO Uom)<>{Command.SO Uom.} then
numbervar remain_bal:= remain_bal + {@QTY}
any help will be gladly welcomed..
thank you all
Jerusha

Hi Dave
Thank you very much for your feedback.
I have been using the base UoM, ie InvQty field.
my issues comes where i am grouping I am 1st grouping by sales order num, then by uom as the customer wants to see that as separate entries
Example:
SO Num Uom Qty InvQty
1 Bags 50 200
1 Bulk 100 100
This is the forumula for the running total:
If onfirstrecord or previous ({Command.SO No.}) <> ({Command.SO No.}) then
if ({Command.Doc Type}) = 'SO' then
 SO := SO + {@QTY}
However when i "print" my total and add it to the footer.. it will show 200 instead of 300.
Thanks
Jerusha

Customer Ageing Total differ fron Balancesheet total.

Hi All,
Customer Ageing report doesn't matches with Debtors (Control A/c).
Customer Ageing Total for the month of Jane.09 doesn't get match but Ageing total for the month of Feb09 does get match with control a/c .in Balancesheet.
Kindly provide me the solutions .
Thanks & regards,
Harshad A.Surve.

Hi,
Can you check if you are running the Backdated Aging correctly.
If you are working with 2005 version , please refer to Note No. 800294 and follow the settings mentioned in the Note.
If you are working with 2007 version, run the report by checking the tickbox 'Display customers with zero balance'.
Check if it helps.
Regards,
Jitin
SAP Business One Forum Team

Running total in group header doesn't display when it's at page bottom

Post Author: Charles Denight
CA Forum: Formula
Hi, Using v.9 of Crystal Reports I've created some running totals using a cross-tab workaround to get the running totals into the group headers, but when the group header falls at the bottom of the page then the running total doesn't show up.Would appreciate knowing why and how to fix this.

Replacing an item that is malfunctioning because of a manufacturing error is the bare minimum I would expect from customer service for any electronics item.
The thing Apple does extremely well is their flat fee policy for repairs on their computers.
I managed to break my MacBook pretty seriously (logic board needed to be replaced) and I'm sure it cost them more to repair the unit than the $328 they charged me.
I probably would have been angry if it was something minor, but I'm guessing that most repairs to screens/motherboards/etc cost more than their flat fees.

Running Total Variation Query Time Optimization

Hi all,
I've been struggling with this query for a while. I need to set a customer specific running total for 10 million rows (reset for every customer). But every time the number goes negative, I need to set it as zero.
For example,
member no amount wallet
member1 400 400
member1 -500 0
member1 200 200
member2 700 700
member2 -200 500
Query:
DECLARE @member float
DECLARE @prev_member float
DECLARE @amount float
DECLARE @wallet float
DECLARE db_cursor CURSOR FOR
SELECT [Member no], [Transaction Amount]
FROM [wallet_master_3]
ORDER BY [Member No], [rownum]
FOR UPDATE
OPEN db_cursor
FETCH NEXT FROM db_cursor INTO @member, @amount
SET @prev_member = @member
set @wallet=0
WHILE @@FETCH_STATUS = 0
BEGIN
IF @prev_member <> @member set @wallet=0
SET @wallet = @wallet + @amount
IF @wallet < 0 SET @wallet = 0
UPDATE [wallet_master_3] SET walletsize = @wallet
WHERE CURRENT OF db_cursor
set @prev_member=@member
FETCH NEXT FROM db_cursor INTO @member, @amount
END
CLOSE db_cursor
DEALLOCATE db_cursor
I've tried using a cursor. In five minutes, it ran 17,000 rows but after running it for 15 hours, the code only manages to set the running total for 175,000 rows. I'm not exactly sure why. Is there a faster approach I can use?
Thanks!

As an exercise a 'Quirky Update' may help you in this scenario. Try the below trick!
DECLARE @Wallet AS TABLE
MemberNo VARCHAR(10),
RowNum INT,
Amount INT,
Wallet INT
INSERT INTO @Wallet (MemberNo, RowNum, Amount) VALUES
('member1',1, 400),
('member1',2, -500),
('member1',3, 200),
('member2',1, 700),
('member2',2, -200)
DECLARE @RunTotal AS INT
UPDATE W1
SET
@RunTotal = W1.Wallet =
CASE
WHEN W1.RowNum = 1 THEN W1.Amount
WHEN @RunTotal + COALESCE(W1.Amount, W2.Amount) < 0 THEN 0
ELSE @RunTotal + COALESCE(W1.Amount, W2.Amount)
END
FROM @Wallet W1
LEFT OUTER JOIN @Wallet W2
ON W1.MemberNo = W2.MemberNo AND W2.RowNum = W1.RowNum - 1;
SELECT * FROM @Wallet;
RESULT
MemberNo RowNum Amount Wallet
member1 1 400 400
member1 2 -500 0
member1 3 200 200
member2 1 700 700
member2 2 -200 500
You can read more on 'Quirky Update' in below articles
Solving the Running Total and Ordinal Rank Problems - Jeff Moden
Robyn Page's SQL Server Cursor Workbench
NOTE: Please test it thoroughly before using in a production environment!
Krishnakumar S

How to create a running total formula for different calendar years

Hello everyone,
I am looking for some help in creating a running total formula for different calendar years in Oracle. This is what I currently have organized in the crosstab report: vertically I have the cities from our database organized, then horizontially have the following information for each city:
2006 /2007 /2008
Amount /Amount Spent /Unspent Amount Amount Recieved/Amount Spent /Unspent Amount Amount Recieved/Amount Spent/Unspent Amount
Recieved
I am trying to create a formula that will specify each calendar year. For example, I'd like to have a formula in 2007 which would total the: 2007= {2006 unspent amount + the unspent amount in 2007} and same for 2008= {2007 unspent amount + the unspent amount in 2008}. I hope this is clear, I have simplified the report into a basic interpretation of what i've been trying to accomplish.
Would anybody know if this is possible and how to approach this?
Really appreciate it! Thanks.
Alex

Hi,
you can try and define a running total as a calculation in the crosstab as:
sum(Unspent Amount) over (partition by city order by year)
i find the crosstab format comfusing sometime since the aggregation is auto applied.
I would start with a flat table and then "duplicate is as a cross tab"
for your running total you can sort the data by the city,year and get it to 3 lines for each city, for example:
city year Unspent Amount all other amount...
X 2007 10
X 2008 20
X 2009 30
Y 2007 5
Y 2008 15
Y 2009 25
then you can use a funtion to calculate the amount :
sum(Unspent Amount) over (partition by city order by year)
this is the sql i used just to check it:
SELECT city,year,"Unspent Amount"
,SUM("Unspent Amount") over (PARTITION BY city ORDER BY YEAR)
FROM (
SELECT 'X' city, 2007 YEAR, 10 "Unspent Amount" FROM dual UNION ALL
SELECT 'X', 2008 ,20 FROM dual UNION ALL
SELECT 'X', 2009 , 30 FROM dual UNION ALL
SELECT 'Y', 2007 , 5 FROM dual UNION ALL
SELECT 'Y', 2008 , 15 FROM dual UNION ALL
SELECT 'Y', 2009 , 25 FROM dual
Tamir

Manual Running Total vs Running Total

Morning all,
It is some what strange to me when I try to use a formula to calculate the total jobs and when I try to use Running total to count the same total jobs. Both answers in theory should be the same however they are not. I am wondering where am I going wrong in the manual formula.
If {despatch_summary.job_type}="FSV" then
if {despatch_summary.order_status}<>0 then
{despatch_summary.order_no}
else
0
The above code then gets DistinctCount ({@FSV})
The same method if I use by using Running Total it gives the correct number of jobs.
Running Total
field to summarize : despatch_summary.order_no
Summary Type: DistinctCount
Formula: {despatch_summary.job_type}="FSV" and {despatch_summary.order_status}<>0
Reset: none
The formula gives me 513 where as the same running total gives me 514
Where am I going wrong?
Strangely it is adding 1 to all of my manual running totals (1 is coming from canceled orders).
Many thanks
Regards

Sastry I am adding this formula into the crosstab which is setup by Number of days. So on the column it is number of days and on the summarized field it is this formula.
I chose Group options and clicked on DistinctCount after adding the formula into the summarized field.
I have already tried the formula you have suggested however it doesn't seem to be affecting it.
Apart from that what I have just done is added the Running Totals to the Summarized field which is coming up correctly however now the problem is to get their percentages.
I have used the following code but it doesn't seem to be working.
Whileprintingrecords;
Numbervar g:=Currentfieldvalue;
Numbervar h:={@TotalJobs-CanceledJobs};
Numbervar i:=0;
i:=((g/h)*100);
Numbervar gTot:=gTot+i;
if gTot > 100 then "100.00%"
else
totext(gTot,2)+"%"
I know I am doing it wrong when it comes to percentages. I need to get the percentages off that Running Total (Grand Total).
Am not sure how to acheive that either.
Many thanks
Regards
Jehanzeb

Custom Running Total on Crosstab

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