Running total as header formula

I am looking for a simpler, more general, or just plain better way to calculate a running total of a column of numbers, such that the running total cell is the sum of a number in the same row & a different column plus the cell just above it in the same column.
IOW, if the numbers column is H & the running total column is J, I could use =H5 + J4 in cell J5. In J6, I could use =H6 + J5, & so on. I can extend the formula downward without any problems, but I must make an exception for the first row of data: for instance, if row 2 is the first to have a number to include in the running total, then in J2 I must use =H2, since J1 is a header column.
This means I can't use a simple formula in a header column for the running total. (I want to do this because I will be adding rows as the table is used, & I want all the formulas to automatically be added to each new row.)
After trying a lot of functions, I finally came up with this one for the header formula:
=H + INDIRECT(ADDRESS(ROW()-1,COLUMN(),4))
It works, but I suspect there is an easier, more elegant, or more general formula that (for instance) won't break if I rearrange the columns in the spreadsheet.
Any comments would be appreciated.

Yvan,
Thank you for your comments, & for the formulas. I was hoping there was a simpler way to do this than with INDIRECT & ADDRESS, but apparently not.
In this particular spreadsheet, I do not need to worry about any blank values in column H because they are the results of a calculation that yields a number even if the row is otherwise blank.
The ISERROR clause does allow me to name the running total column since without it the formula would be trying to add a string to a number in row two. However, in this particular spreadsheet I do not need to name that column because it is hidden. (The running total number column is used in another column that formats it as part of a string that contains other conditional information.) In the interests of simplicity, I will not add the ISERROR clause to my formula in this spreadsheet but I will keep it in mind for use in other spreadsheets in which the column will not be hidden & needs to be named.
Of course, as an alternative I could just create the column name as an independent text object. Wherever possible, I tend to favor workarounds like that to reduce formula complexity.

Similar Messages

Error when using running total variable in formula

This is probably an easy syntax problem, but I'm fairly new to Crystal reporting. I created a running total variable (count) called InquiryTypeSubtotal that simply counts the number of records. I have one grouping level, and in the group footer I'd like to print a line showing the total count for that group that looks like
Total inquiries for Assistive Technology: 3
To accomplish this I'm using a formula field with the following syntax:
"Total inquiries for " + {CnAttrCat_1.CnAttrCat_1_Description} + ": " + ToText(@InquiryTypeSubtotal)
When I try to check the formula, I get the error message "The ) is missing." What am I doing wrong?
Thanks,
Alec

I put in the curly brackets so my formula now reads
"Total inquiries for " + {CnAttrCat_1.CnAttrCat_1_Description} + ": " + ToText({@InquiryTypeSubtotal})
Now when I check the formula I get the error message "This field name is not known."
Alec

Running Total Fields - using formula, but can't get what i want?

Hi All,
I have already searched some forum, but still can't figure out what going wrong. Can anyone help me?, please
I create a view from access named u201CStatementReportu201D and have the following field.
<InvNo>
<CustNameC>
<JobItemNo>
<InvDate>
<JobTypeId>
<JobPrice>
I create three parameter as CustName, StartDate, EndDate, then I create a Group to group <InvNo> as the report detail and a Running Total Fields for calculate the total of <JobPrice>.
So far the report is fine. Showing the grouped <InvNo> and the total amount of <JobPrice>
Then, I want to calculate the <JobPrice> by the condition of <JobTypeId>.
First, I create a new Running Total Fields
Field to summarize = StatemetnReport.JobPrice
Type of summary = sum
Second, I create a formula as following
whileprintingrecords;
global numbervar type1_sum :=0 ;
if {statementRe.JobTypeId} = 1 then
type1_sum := type1_sum + {statementRe.JobPrice};
type1_sum;
After completed the formula, and i press Ok button.
A dialog appear "Warning: Reset/evaluate condition formula contains variables. Do you want to keep it?"
No matter i click Yes or No, I still can't get anything display on the field.
Edited by: manho88 on Mar 9, 2010 9:42 AM

Hi,
Instead of running total use can try this formula.
Place this formula in the details section.
whileprintingrecords;
numbervar jpsum;
if =111 then
jpsum:=jpsum +
else 0;
You can modify this formula as per your requirement.
Hope this helps.

Keeping a Running Total for Formula fields

Post Author: khanh
CA Forum: Formula
I've been messing around for the past couple of days trying to figure out what the best approach for my problem. So here is what I'm trying to accomplish. I have multiple rows which contains sums for different columns and one of the columns contains the maximum of the sums.
For example:
ROW 1           SUM (A)             SUM(B)             SUM(C)            MAX(sum(a), sum(b), sum(c))<----
Formula Variable 1
ROW 2           SUM (A)             SUM(B)             SUM(C)            MAX(sum(a), sum(b), sum(c))<----
Formula Variable 2
ROW Total      SUM (1A2A)     SUM(1B2B)     SUM(1C+2C)     Result of Row 1 + Result of Row 2
What I did was create a formula variable that evaluates the maximum of those rows and have a summary row, that keeps a running total. I'm not sure how to store the result of that formula variable in the running total since the formula variable isn't an option to select. Does anyone have a suggestions if this is a good approach or if there's another way to approach it?

For each value you enter into scores.text, end it with a
+"\n"
as in...
scores.text = String(1100) + "\n";
scores.text += String(2200) + "\n";
scores.text += String(1500) + "\n";

How to Summarized Running Total and Formula ????

Post Author: ryan_r
CA Forum: Crystal Reports
Hi my name is Ryan, I want to ask something. I have build a report
that contains Running totals and Formula. What I want to do is I want
to use subtotal and Summary field for the running total and Formula,
but I can find the field when I click the dropdownlist in the Subtotal
dialog box or summary field for the running total and the formula. Is
there any way that I can use subtotal or summary field for Running
Totals and formula, I do need some help guys, Thanks. FYI: I use Visual Studio.NET 2003; ASP.NET(C#).regards

Post Author: ryan_r
CA Forum: Crystal Reports
Hi kcheeb, thanks for your advice but it doesn't work sorry. By the way maybe I can explain you more of twisted situation.I have updated my report,
so im not using runningtotals any more, I'm using summary field and
formula which are;-the summary field is "Sum of SuspenseVoucher.Realisation" located in Group Footer #3: SuspenseMstr.ProgramID-The formula is "@Balance_Formula" which contain:{SuspenseMstr.Budget}
- Sum ({SuspenseVoucher.PenggunaanBudget}, {SuspenseMstr.ProgramID})
also located in the same location as summary field above.FYI: I have three group records which are:-Group #1 : SuspenseMstr.APDate (Appearing in months e.g January 2007)-Group
#2 : programCategoryMstr.programCategoryID (doesn't have any objects I
just put some dashed line, the group is only for proper sorting)-Group #3: SuspenseMstr.ProgramIDwhat I want to do is:-in the Group Footer #3, I already put "Sum of SuspenseVoucher.Realisation" and "@Balance_formula"-in
the Group Footer #2, I want to put Summary of Budget but there's a
problem in here too, in the budget field there are some data are
conditionally suppressed. I already tried to put some summary field but
the summary operation wasn't like what I wanted. What I wanted was the
sum only evaluate the data that appeared in the report not the
suppressed, but in the summary the suppressed data keep evaluated. And
in this location I also want to put Summary of "Sum of
SuspenseVoucher.Realisation" and the Sum of the @Balance_formula.-
in the Group Footer #1, I want to add some Summary of "Sum of Budget"
(which I already explained that this operation has a problem) and I
also want to put the Sum of "Summary of Sum of
SuspenseVoucher.Realisation" and the Sum of "Sum of @Balance_formula"-And in the Report Footer I want to add some Grand Total from all of the evaluation above.So
there are my problems, quite much I would say. I hope this explanation
helping all of you guys to solve my problem, thanks for spending your
valuable time for me. This matter is really important for me 'cause I
want to learn something new from all of you experts as I'm still a
"toddler" in this situation and also because I work in this field, so a
BIG thank you for all of you guys out there. Best Regards.

Running total for item availbe qty. from On Hand - SO + PO by promise date

I stuck with Balance(running total).
How to link item number with SO and PO?
Need daily item qty. available qty from "On Hand" Qty. + PO - SO by promise date and sort by ascending?
Item#    Order Date SO/PO   PromiseDate Qty   Bal.
AE01    08/01/08     OnHand                       20     20
            08/02/08     SO#1877   08/05/08       -3    17
            08/04/08     SO#2044   08/08/08       -6    11
            07/22/08     PO#632     08/10/08      10   21
Thanks.

create a group by promise date
2nd group by po#
put the fields either in the group or in the details
PO#, PO promise date, qty and SO#, SO promise date, qty then availability qty
manual running totals
create 3 formulas
1 reset
WHILEPRINTINGRECORDS;
NUMBERVAR ITEMLOC := 0;
place in the group header on what you want the total to reset by (po#)
1 calc
WHILEPRINTINGRECORDS;
NUMBERVAR ITEMLOC := ITEMLOC +(qty};
this gets placed where the calculate will take place (next to qty)
1 display
WHILEPRINTINGRECORDS;
NUMBERVAR ITEMLOC;
ITEMLOC
this gets placed in the group footer.
for each field that gets calculated by a group create 3 formulas for each
they need to have the same variable name to reference each other.
if you need to create a 2nd set to calc something else give that a new variable name.

Running Total Value or Zero

Post Author: jligget
CA Forum: Formula
Good afternoon,
I have a 2 running totals that sums either debits or credits. There may be cases where there are no credits so in place of the sum I need to place zero's.
The running total has a formula in it of {@detail transaction code} in ['22', '32'] and if so it then sums the amount field. (22 or 32 desingate a credit - I have another running total for a debit)
The problem is that if no credits exist nothing gets summed and I get spaces in my running total field. How can I make it so that it will display zeros instead?
Thanks,
Jeannette

Post Author: Jeffs23
CA Forum: Formula
I had some minor issues with my formulas and Running Total so I modified them alittle:
@TotalTime
If {Data.ApptTime} = 0 then 0else {Data.ApptTime}
@Converted Time
If {#RTotal0} = 0 then "--"else ToText(Truncate({#RTotal0}/60),0,"") + " Hour(s), " + ToText(Remainder({#RTotal0},60),0,"") + " Min(s)"
My running total stayed the same.......
Field to Summarize - @TotalTime Type of Summary - sum Under Evaluate Section: "Use a Formula":(onfirstrecord or{Data.ResourceStart} <> previous({Data.ResourceStart}) or{Data.Resource} <> previous({Data.Resource}) ) andminimum({Data.ApptKind},{Data.ResourceStart}) = 1 AND maximum({Data.Column},{Data.ResourceStart}) >= '1' Reset on change of field {Data.Resource}
Some fake sample data:
Resource = Francis, William MD
Facility 1: River Oaks Main Clinic
Facility 2: Western Medical Hospital
Date of Service = 10/25/2007
From 7:15 am to 11:45 am, Patients were treated at Facility 1: River Oaks Main Clinic *** (total time = 4 hours 30 min)
From 12:15 pm to 1:00 pm, Patients were treated at Facility 2: Western Medical Hospital *** (total time = 45 min)
From 1:00 pm to 3:15 pm, Patients were treated at Facility 1: River Oaks Main Clinic *** (total time = 2 Hours 15 min)
The report should tell me Total time at River Oaks Main Clinic = 6 Hours 45 min and 45 min for Western Medical Hospital. What it currently is doing, is reporting the 6 Hours 45 min on the River Oaks Main Clinic and 7 Hours 30 min on the Western Medical Hospital. The time for this facility should be 45 minutes, yet its taking the full provider time and throwing it into this second facility. I am assuming its because the Running total tells it "Reset on change of field {Data.Resource}". Somehow, I need it to evaluate on both the Resource and the Facility. Any suggestions?

Cumulative running total thru a subreport

I have a simple main report that returns customer contact detail info with a count of those customer contacts. The report is grouped by "Mailing Type" of which there are 5 for this particular process. After each group, I have a sub report returning contact detail but this time for prospects associated to the same mailing type, thus resulting in 2 different counts of contacts for each mailing type, one for customer and one for prospect contacts.
I want to create a "running total" that will show the total number of contacts for each mailing type
So, if there are 10 customer contacts and 2 for prospects associated to type 1, I want to show 10 at the end of the customer group, then 12 at the end of the prospect sub reprort, then accumulate the next set of custoemr contacts and then the next set of prospect contacts thru to completion.
I've setup shared variable for totalcustomercontact and prospectcontact counts, but these variables seem to reset in each group as opposed to accumulate, so I'm certainly doing something wrong.
Seems like a common need that I'm just run across for the first time, so I would appreciate any assistance.
Thank you,

To produce your running total:
Create a formula called something like runnitn_total as
numbervar totalcount := totalcount + (the count of the group field(s) you're totaling).
Put it in your Report Footer but also put it in the Group Footer where your current subtotals are (you can suppress the one int the Group Footer.
This should give you the totals you're looking for.
EG formula field totnum contains "numbervar totalnum := totalnum + Count ({@num_key}, {@firstnum})"
put totnum in the group footer and report footer.
suppress the one in group footer.

Summaries Running Totals....

Hi,
Can any one help me how to summaries running totals....
Let say
Iam calculating number of days per person with some formula, then iam doing running total for total days by group, till now everything is fine.
Now i want to summarize these running totals by regionu2026
I did try to do again running totals. But i can not see the previous running total which I created for Group in the list to add that running total to the field to summarize tabu2026
How can I Summarize those Running totalsu2026
Thanks,
Krish...Yearly

Try again calculating the total number of days for each region instead of group. Or you can try creating manual running totals by creating formula like this
whileprintingrecords;
numbervar i;
i:=i+{running total};
regards,
Raghavendra.G

How do I use a running total within a selection formula?

I am developing a report within Crystal Reports 2008. My goal is to identify any accounts that have zero usage for at least six months in this current year. I have account number, meter size, read date, usage, and a running total/subtotal by account.
Here is what the data looks like in the report
ACCTNO     METER SIZE   READ DATE/TIME               READ_USAGE    Counter
001022-05
001022-05     2.00              9/28/2009 9:42:00 AM      0.00                     1
                                                                                1
001110-09
001110-09     2.00             3/2/2009 9:54:13 AM         0.00                      1
001110-09     2.00             3/26/2009 1:32:28 PM        0.00                      1
001110-09     2.00             4/27/2009 11:02:11 AM     0.00                      1
001110-09     2.00             5/27/2009 1:13:53 PM        0.00                      1
001110-09     2.00             6/19/2009 11:41:20 AM     0.00                      1
001110-09     2.00     9/1/2009 8:13:25 AM         0.00                      1
                                                                                6
My report shows all accounts that have zero usage. I want to filter the report to only show the accounts that have at least six zero usage reads. I thought I could add a running total, sum it, and filter the data by using the selection formulas. Unfortunately I keep getting an error message saying "this field cannot be used becuase it is being evaluated later." Any help would be appreciated. This is the first report I have created using crystal.
Edited by: smwdrw2 on Oct 28, 2009 4:29 PM

You could Conditionally suppress the account numbers where your running total is less than 6
You will probably have to put your account number summaries in the group footer, instead of the header.
Then:
go to the section expert, click on the group footer for the account number, on the right, next to the word "Suppress" click on the box that says "X-2". In the formula put
IF<6 then True
Save and close
The only way this would not work for you is if you have some sort of grand total that you don't want to include the other groups in.

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.

Getting running total formula result at the beginning of the report

Hello All,
I am having an inquiry that if I can get a grand total in the report footer to the report header.
The grand total is not a direct sum. I am using three formulas
the first formula:
@reset Group Header
whileprintingrecords;
numbervar sumpct4;
if not inrepeatedgroupheader then
sumpct4 := 0;
the second formula: Details section
whileprintingrecords;
numbervar sumpct4 := sumpct4 + {@Total_Market}; // {@Total_Market}; = Amount+ Interest
numbervar grtotal4 := grtotal4 + {@Total_Market};
Group Footer
whileprintingrecords;
numbervar sumpct4;
Report Footer
whileprintingrecords;
numbervar grtotal4;
All that I need is to show the total which is in the report footer at the top of the page where I am having a summary.
So, can you please help me.
Thanks
Edited by: maas maas on Sep 8, 2010 12:48 PM

Hello my friend,
I want this to be controlled in crystal.
Is there is a way to get the grand total by using multiple formulas or any other way?
Here is the structure of my report:
Group Header 1: CCY
Group Header 2:Type
@reset Group Header
whileprintingrecords;
numbervar sumpct4;
if not inrepeatedgroupheader then
sumpct4 := 0;
Group Header 3A: Deal No
Group Header 3B: Deal No (subreport to get the {@amount} for each deal)
I will pass the end_date from the main report to subreport and I will get the sum(amount) for each deal between date (1-1-2008) to end_date. The sum will be as a shared variable to the {@amount} formual in the main report.
Details:
Deal No, {@amount}, {@Price}, {@market}, {@Total_Market}
{@Price}: if {table.price} = 0 then
100
else {table.price}
{@market}: if Type <> "DEP" then
({@amount}*{@Price})/100
else
{@amount}
{@Total_Market}:{@market}+ {@Price}
Running formula to get Total_market: Details section
whileprintingrecords;
numbervar sumpct4 := sumpct4 + {@Total_Market};
numbervar grtotal4 := grtotal4 + {@Total_Market};
Group Footer 3B: Deal No
Group Footer 3A: Deal No
Group Footer 2:Type
In this group I am placing a running total formula:
whileprintingrecords;
numbervar sumpct4;
Group Footer 1: CCY
Report Footer:
@grand_Total
whileprintingrecords;
numbervar grtotal4;
Now, i want this @grand_total formula result to be shown in Group Header 1: CCY.
I tried to insert a subreport at the beginning which it is a copy of the main report, but I did not get the coorec t result because I am getting the {@amount} from a subreport and in crystal I can't insert a subreport in an existing subreport.

DISPLAY RUNNING TOTAL IN GROUP HEADER

Post Author: sharonmtowler
CA Forum: Formula
I know there is a way to do this, just forgot how. i am in version 8.5. i have a manual running total which calculates order qty for the entire sales order.i (dont like using the rt wizard-buggy)
the knowledge base says to use a cross tab, but there hit or miss also.
does anyone know how to show the display formula for a manual runnning total in the group header instead of group footer?

Post Author: pandabear
CA Forum: Formula
Hi Sharon,
I wanted to try this before I sent it to you, but my Crystal is down because (blah, blah, long story here....yawn....).
I think I understand. You want to show the "Total" for each group, in the group header instead of the group footer?
My experience is that Crystal works from the top down (read: limiting), so I need a work around to do this.
1 - Do the calculation in the query...sum by group, filter with a "Case" statement, etc. If there's a reason you can't do that then
2 - (and this is what I wanted to try first) see if you can group on the same field twice.
Group 1 - Test.field
Group 2 - Test.field (same field)
If you can,
then just carry the total from the group footer of the previous group (same field) above you, and bring it down
(shared var ?) to the group below.
My 2 cents is up.
Hope this helps,
The Panda

Running Total in Group Header

Post Author: bahamaER
CA Forum: Crystal Reports
Hello, I have been reviewing threads for running totals and would like some assistance on creating a running total for a group with a condition that will display in the group header, the running total should also reset for each group. Is this possible?
I know that there are some constraints such as the variable being reset to 0 in the header for each group as well as the group records have not been rendered when the header formulas are being assessed. I have been able to accomplish the task of running totals with conditions for groups using a running total field and also 3 separate formulas placed in the group header, detail and footer. The display is only correct in the group footer; my goal is to have the footer formula in the group header. Any ideas? I am currently using CR 8.5 but will be upgrading to CR 2008.
Thankyou

Hi,
If you are trying to calculate Total and display it in Group Header for field value placed in Detail, then you will get incorrect/no value for total, as Crystal Reports prints/processes the report line by line and it will not be able to process the Total for field in Detail section in Group Header.
Its is by Design.
For a workaround:
- Insert the same probematic report (Say A.rpt) as a Subreport in Group Header of this report(Say A.rpt).(Say in GroupHeader A1) and link the Main Report to the
- Insert Section Below (Say GroupHeader A2)
- Calculate Total in Section Group Header A2)
This workaround will reduce the Performance of the report as Subreport will be proceed for each Group Value.
Regards,
Kiran

Running Total Grouping Formula

I have a running total condition that I need to summarize the field CAWP.BAC. I would typicaly evaluate this total for change of group 4 and reset on change of group 3. I need to condition the evaluation for ".900" in {CAWP.WP} but i also need to evaluate for change of group 4. Does any one have any examples of a formula for evaluation "on change of group"?

Hi John,
    For this you can try using manual running total formula's.
1) Create a @reset formula as below and place it in group header 3.
    Formula :
    Whileprintingrecords;
    Numbervar i:=0;
2) Create an @evaluation formula and place it in detail section.
   Formula:
   whileprintingrecords;
   numbervar i;
   if {CAWP.WP} = ".900" then
      i:= i+ {CAWP.BAC}
3) Create a @display formula and place it in group footer 4.
    Formula:
    whileprintingrecords;
    numbervar i;
Hope this will help!!
Regards,
Vinay

Running total as header formula

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