Running Total - How to summarize a formula field?

I'm sorry if this comes over as stupid but I have got myself quite messed up and am not 100% au fait with Crystal Reporting.
The aim of my report is to calculate the costs of selected tests and to calculate a grand total of all tests at the end.
I have created a group of jobtests.TestTypeName
Details
1. testTypeName - to show Test Name that is being calcutaed - Database field
2. Count ({jobTests.testTypeName}, {jobTests.testTypeName}) - to show number of tests of that type - this is a formula field
3. Analysis1 - to show the cost of that test type - Database field
4. {@CountTests/TestType} * {jobTests.AnalysisN1} - to show the number of tests per test type mulitplied by the cost of that test type - this is a formula field
Report footer
Count ({jobTests.testTypeName}) - to count the total number of tests
MY PROBLEM - I need to see the sum of 4, this would be my grand total
Trying to run the Running Total I can't get it to Summarize the field 4 because it is a formula field.
What can I do?
Thanks.

You can't do a SUM on a formula that uses another aggregate function. However, for both 4 and your grand total, you just need to SUM() (with ",{jobTests.testTypeName}" for the #4 calc), as the database field will be the cost for each test in each record.
HTH,
Carl

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How to summarize the formula field for grand total

Hi All
Iam desinging a report in which iam facing a problem to summarize the formula field . This formula field contains sum calculation like
formula name is @sales
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the fields are summary fields and iam calculating all these fields to get the final result . Upto this it is working fine but finally i want to calculate the grand total of this formula '@sales' how should do this
Thanks in advance

Hi,
If your formula name is @Sales you click the @Sales formula then Click Insert from Menu bar and click Summary.
Then click Grand Total.
Regards,
Clint

Cumulative Key Figure (Running Total) - how to use in formula?

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Thanks for your reply Jurgen.
I've created a Global Calculated Key Figure (CKF), and have looked at and tried a number of settings in the Properties of this new CKF.
I have not yet been able to make this work for me.
The "Cumulated" property for a Global CKF is also a display-only property. The displayed running total is not used in any formula containing this CKF, only the individual values are used in the formula.
If I select the 'Enhance' option, where exception aggregation can be done as I think you suggested, I do not see a 'cumulated' option. If I select the 'Summation' option for 'Exception Aggregation', then the 'Reference Characteristic' pull-down is not available.
Is there a different 'Exception Aggregation' option I should be using for running totals at the calendar day level?
Or am I unclear on the concept of your suggestion?
Perhaps you're on a later version of BW that has more Exception Aggregation options? (We're on BW3.5)

Working with 3 Reports -- How to Display Summary/Formula field in Each Repo

I have 3 Report that represent three Company.
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Thank You

Thanks for your reply,
Actually, I would done that before taking Company's parameter off but i have to send out this report to all three companies thats resoan why I put companies paramters.
Also, I have solved that problem by creating new query that will give me total off each company so in my Data Model. I have Q_1 (main query), Q_2 (Company 1 query which give me total for each field), Q_3 (Company 2 query....), Q_4
and call those all fields and RESET AT REPORT level.
so, no mather which company i choose in my parameter field it will give me final total at the bottom of my report for all the departments.
Thank You,

How to appear a formula field for once at a fom-like report?

Hi All,
I have created a formula field and then set the property "Maximum Records per page" to the value 12 for the repeating frame containing this field and all other fields.
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Hi,
I assume that your formula column is at a higher level than your repeating frame (in other case it's not clear which value you want to display). Bring the filed representing the formula column behind the repeating frame, then it's diplayed only once.
Regards
Rainer

How to create a Formula Field that does a SQL "WHERE" statement

Hi all,
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Thanks,
Will

So right now, the SQL generated by Crystal Reports is like:
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Will

SSRS 2008 Running Totals - How are they created at the grouping by level

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Hi Mitch1743,
According to your description, you want to get the total number on each row. Right?
In Reporting Service, we can use RunningValue function to do aggregation calculating for each row. Put expression: =RunningValue(Fields!Sales.Value,sum,”Group2”) into the last column (Group2 between “” is the parent group of detail rows).
We have tested it in our local environment , the table and result will be looks like below:
Reference:
RunningValue Function (Report Builder and SSRS)
Understanding Groups (Report Builder and SSRS)
If you have any question, please feel free to ask.
Best Regards,
Simon Hou

How make seletion from formula field

Hi experts,
I have a formula: "SUMGT Bid Price", for example, and this Bid Price is a seletion: "0FISCPER" with variable exit and Key Figure Bid Price. So, my formula will show for all lines of the query the sum of values for Bid Price for period in 0FISCPER.
Then, i want to show this information (the formula) only one line (the first one). But, it's impossible to make a seletion from formula field and it's impossible to make a calculate key figure with "SUMGT" too.
Any tips?
Regards,
Pablo Moraes

Hi Dear,
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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.

How to create crystal report 2008 with running totals?

i want to create a report with running totals as follows:
Balance B/F 1000.00
Invoices     Receipts    Running B/ce
100                            1100
                 500             600
                 500             100
300                              400
                 400                0
The B/F field is passed as a Parameter.

Hi panayiotis,
In order to create a running total you need to have absolute clarity on the following:
(i)Whether the running total be set on change of field/record/group.
(ii)Whether the running total be set on change of record/group OR never.
Make the appropriate choice.
Apply this to the field to summarize and type of summary in Running Total Pane.
Thanks,
Amogh.

Crystal reports - charting a variable to simulate a running total

I have 2 sets of data as below :
units
costs
What I am trying to do is generate a chart that for each month, reports the result of the formula
sum of costs to date / sum of units to date
Ideally, I would create 2 running totals
RT costs
RT units
then a formula avg. cost to date = RT costs/ RT units
and then for each month (x axis of the chart) plot avg/ cost to date
BUT - crystal won't plot a data set based on running totals.
So, I created a field with a psudo running total
i.e.
whileprintingrecords;
numbervar unitsum;
unitsum:=unitsum+units
and similar for the costs. Variable called costsum.
Then a variable field
whileprintingrecords;
numbervar results;
results:=costsum/unitsum
So I though I could then plot the field with the variable results in it in the chart. But no, I cannot see the field name in the data select list.
Please advise how I can create my chart.
Thanks
Edited by: newbyr on Jul 7, 2010 12:20 PM

With the best will in the world, I realise that charting does not like running totals, What I am looking for is a workaround, or clever way of circumventing the problem.
Before posting I did extensively search the forum and saw the link that DebiHerbert has suggested, and it is of no help at all.
Thanks
Edited by: newbyr on Jul 9, 2010 2:40 PM

Selecting records based on formula fields

Post Author: Mike Kennedy
CA Forum: Formula
I have created a field (called "Shortage") that is the result of subtracting two running totals and have inserted all three fields into the group footer. I only want to select those records that have a negative value as a result, but the field is not shown in the Select Expert. None of my formula fields show up in the Select Expert for some reason (normally they do). Does anyone know why and how can I select these records only? Thanks.

Post Author: SKodidine
CA Forum: Formula
Running Totals are only available once the records are being read and processed. You are calculating the difference between two Running Totals and then want to use that to select records? I don't think that is possible. One way of accomplishing the display of groups which have a negative value is to use sum functions instead of the running totals and then in group selection criteria, display only those groups which have a negative value as a result of subtracting the two sums.

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

Problems with running totals

I'm having some trouble getting the correct number when a drive has multiple incentives associated with the drive. And to explain as fully as I can, every drive has a projecture procedure count and when complete, a performed procedure count associated with the drive. And when a drive has an incentive assigned to it, I would like to count the drive's projected and performed procedure count to the incentive count. In the screen shot, there are five drives with four each having one incentive to the drive. The incentive count in which only one incentive is assigned to one drive is correct, but the Fandango pre-drive and post-drive counts are off because it is not counting the 12 and 15 that were collected on the bottom drive.
For my running total, I am summing the ProceduresPerformed field, evaluating on the change of field of DriveID (each drive) and reseting on the change of field for EquipmentID (each incentive has its own unique ID).
What would be the best way to handle drives with multiple incentives to get the correct count?

Hello DJ,
Let me see if I can explain more clearly to help you understand.
I think the most important thing is that each drive is unique and will have one projected procedure number and one performed procedure number. But each drive may have multiple incentives assigned to each drive. Where I run into trouble is when I have more than one incentive on a drive.
I'll try to illustrate below:
Drive
Projected
Performed
Incentive(s):
A
10
12
Movie Tickets
Gift Card
B
5
10
Movie Tickets
Beach Towel
C
20
25
Gift Card
Based on these entries, what I'm trying to have summarized should look like this:
Pre-Drive (Sum of Projected)
Post-Drive (Sum of Performed)
Movie Tickets
15
22
Gift Card
30
37
Beach Towel
5
10
So if an incentive is assigned to a drive, I would like to have all of the projected and performed numbers summarized that the particular incentive appears on. Hopefully this makes sense.
And one last screen shot here of a query I ran against the database to illustrate how a drive can have multiple incentives on the drive.

Accessing formula field in subreport..

Post Author: kior
CA Forum: Data Connectivity and SQL
Hi,
I'm new in Crystal report and need help on my problem "how to access the formula field i have created in subreport to my main report". Thanx in advance..

Post Author: DubbleOh7
CA Forum: Data Connectivity and SQL
I haven't tested this but is should look something like this(VB.NET code)
Dim mainreport As CrystalDecisions.CrystalReports.Engine.ReportDocument
Dim subreport As CrystalDecisions.CrystalReports.Engine.ReportDocument
Dim formulaField as FormulaFieldDefinition
subreport = mainreport.Subreports(SUBREPORTNAME) ' Or index
formulaField = subreport.DataDefinition.FormulaFields(INDEX OR Formula Field name)
hope this helps.

Running Total - How to summarize a formula field?

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