Can you please help me on Crystal Report, where I'm trying to create a formula.
Case:
I have 2 tables, Table1 has some columns (like ItemName, ItemPrice, TaxType, TaxRate).
Table2 has Items sold with columns (like ItemName, Qty, ItemPrice, ItemTotal).
I have also linked the column in crystal report for ItemName, so that they can fetch related data.
I am looking for a formula in crystal report that can sum up tax rate * item total where tax type= VAT and TaxType= GST
My formula structure will be like:
VATSum ({table1.taxrate}*{table2.totalamount}) where table1.taxtype= 'VAT'
GSTSum ({table1.taxrate}*{table2.totalamount}) where table1.taxtype= 'GST'
Please guide.
I would really appreciate any body's efforts to solve this problem.
In Group Expert you will want to begin by creating a Group on the {table1.taxtype} field. This will ensure all of your VAT and GST items sold are grouped together. If you have other taxtype values than VAT and GST you will need to decide how to handle those taxtypes. You use Select Expert to filter them out if they are not needed for the report, or do nothing and they will all appear within additional groups on the report by their taxtype values.
You will need to then create a formula field that can be used to calculate the tax for each item sold. The name of this formula will be referenced by other formula fields in the report, so I will call this formula field itemTax in this example. The formula for this field will be:
{table1.taxrate}*{table2.totalamount};
Place the itemTax formula field into the details section of the report.
From here you have 3 options on how to calculate the sum of itemTax. You may insert a Summary Field, a Running Total Field, or another Formula Field. Any of them will work for you, but I will continue with the Formula Field option.
Create another formula field and name it totalTaxByGroup. The formula for this field will be:
Sum({#itemTax}, {table1.taxtype});
Then place this formula field in the Group Footer section of the taxtype group.
Related
I have a table named Sales_Line_Items. In it I have the following fields; order#, Catalog#, Whole_Sale_Price, Qty_Ordered. I have created a query using this table that sums up the Qty_Ordered field and returns a Revenue field with a total per order line. What I need is a query that shows me each the quantity of each item sold and the total sales by item. This is the query I wrote for the total revenue:
SELECT
Sales_Line_Items.[Order#],
Sales_Line_Items.[Catalog#],
Sales_Line_Items.Wholesale_Price,
Sum(Sales_Line_Items.Qty_Ordered) AS SumOfQty_Ordered,
Sum(Sales_Line_Items.[Qty_Ordered]*Sales_Line_Items.[Wholesale_Price]) AS Revenue
FROM Sales_Line_Items
GROUP BY
Sales_Line_Items.[Order#],
Sales_Line_Items.[Catalog#],
Sales_Line_Items.Wholesale_Price;
The result was a new field with header ' Revenue'. The other fieds listed are Order#, Catalog#, Wholesale_Price, and SumofQty_Ordered fields. This is fine, if I want to know what every sales line totals up to within each order. But I want to show the total sold by Catalog# so that I can view each product sales total.
I was able to figure this out by adding the Totals line in Design View, and grouping by Expression in the query field and leaving the Catalog# field alone. The query I used looks like this;
Total: Sum([Sales_Line_Items]![Wholesale_Price]*[Sales_Line_Items]![Qty_Ordered])
I have created the following report in Crystal Report using VB.Net 2012. The OPENING BALANCE & NET TOTAL rows are not in my report but my question is there.
TR_ID | TR_DATE |DETAILS | EXPENSE | INCOME | BALANCE
OPENING BALANCE 0.00
1005 08/24/2015 CASH RTN 0.00 10,000.00 10,000.00
1013 08/25/2015 PURCHASE 3,500.00 0.00 6,500.00
1014 08/25/2015 DEPOSIT 5,000.00 0.00 1,500.00
1013 08/27/2015 SALES 0.00 4,000.00 5,500.00
NET TOTAL 5,500.00
I filtered the specific records within the date range of 08/25/2015 and 08/26/2015 & it works well. My question is how I get the previous balance (10000) of the specific date (08/25/2015) in "OPENING BALANCE" row and the total balance in "NET TOTAL" row?
As per the given datas above, the report shows the 4 records well excluding the rows of OPENING BALANCE & NET TOTAL. I want to add the OPENING BALANCE row to show the opening balance of every vendors' accounts when I open the report. And if I view the records of a particular customer within a date range, then OPENING BALANCE row should show the previous balance until the start date of the given date criteria. Ex: If I select records from 08/25/2015 to 08/26/2015 as per above datas, the report will show the two particular records (2nd & 3rd). But I want to show the previous balance 10,000 or the total amount which is above to the star date (08/25/2015) should be shown in the OPENING BALANCE row. And the sub total amount of this vendor's
should be shown in the last NET TOTAL row. So, pls help me, how the formulas will come & how to do.
Thank you
I expect your great help
Thank you
It´s not too much clear to me, but you may try to get the values directly from the report using a variable to do it.
With the report opened, you may entry in the CrystalReport option and select "Selection Expert - Saved Data".
You must create a formula using the "Formula Field" at left panel, and build it using the top 3 windows:
The first top window shows the fields of the table your report handles;
The middle top window show some built-in formulas
SO, you must
Go to formula field and create a new one;
Select the field at the top-left window you want to get (the Openning)
Drag-drop it into the main window (below the 3 top selections) and save it as a new variable
Add this variable into your report. This way, you may get this field for calculations in the same report.
Is it you need to do?
Sorry if I cannot understand exactly what you need.
Hugs!
UPDATE
You may have TOTAL creating a formula of SUM within report.
Click on the field EXPENSE (which appear in 3 rows) and select in menu: CRYSTAL REPORTS - INSERT - SUMMARY. It will create a field that must be positioned at the bottom (in the new Group will be created).
Do the same with INCOME field.
Create a FORMULA FIELD at the bottom to calculate the difference between both SUMARIES. You can name each of these summary fields (like IncSum and ExpSum) and put in that third field: IncSum-ExpSum. You may also put them as invisible.
Your final balance should be:
OldBalance (the parameter I point next lines)
+
Movement (the field that reflects IncSum-ExpSum)
To get the last/old Balance, you may have to get it from code as pass it as a PARAMETER. To do this, create a parameter in te report: see in the FIELD EXPLORER you have a choice of PARAMETER FIELD. AFter create it, use this code:
Dim MyCrystalReportt As New ReportDocument()
MyCrystalReportt.Load(Application.StartupPath & "\ReportSample.rpt\")
MyCrystalReportt.SetDatabaseLogon(UserID, Password, DataSource, InitialCatalog)
Dim myLogonInfo As New TableLogOnInfo()
Dim myTable As Table
For Each myTable In MyCrystalReportt.Database.Tables
myLogonInfo = myTable.LogOnInfo
myLogonInfo.ConnectionInfo.ServerName = DataSource
myLogonInfo.ConnectionInfo.DatabaseName = InitialCatalog
myLogonInfo.ConnectionInfo.UserID = UserID
myLogonInfo.ConnectionInfo.Password = Password
myTable.ApplyLogOnInfo(myLogonInfo)
Next
MyCrystalReportt.SetParameterValue("Data1", LastBalance.Value.ToString)
ReportsForm.CrystalReportViewer1.Reportsource = MyCrystalReport
ReportsForm.show
Notes:
You may have a form (ReportsForm) with a Crystal Control within (CrystalReportViewer1).
Datasource is the Server Name or IP
InitialCatalog is the Database (not the table!)
The ParameterValue MUST be a string - is numeric is required, convert it to number inside the Report. Use a temp_field to get it (see formulas of Crystal and you will find some to make this task).
I hope it can help you.
Good luck.
I've got a few problems with a database I have created.
I want to calculate a Total Price (Sandwich Quantity multiplied by Sandwich Price). I had it working before, but I had to delete Sandwich Price from the OrderDetailsT table of which it was originally in. I'm now having issues with this calculation, as I cannot make a calculation in the OrderDetailsT table (Sandwich Price isn't there).
How can I apply the Discount to the Total Price if the Total Price is more than $50 for instance? After the Discount has been applied to the Total Price field, I would also like to store it in the NewPriceAfterDiscount field.
Here is an image detailing my situation:
You have multiple questions in one:
But, first of all. As the image shows, why do you have a left join between OrderDetails an Sandwich? In a order calculation you don't need not ordered sandwiches.
To total price calculation:
Add a new column to the query grid (assuming discount is a percentaje stored has a number between 0 and 1):
[SandwichT].[SandwichPrice] * [OrderDetailT].[SandwichQuantity] * [OrderDetailT].[Discount]
To store total price: you can use the above formula, but using a update query.
If you plan to show the prices in a form or in a report:
you can do de calculations on the fly (and don't store the total
price)
or you should update the total price un one query and then build another
query as datasource of the form/report.
another posibility (my recomendation) is to store the total in the input form
I have a report that is supposed to show the Stock Value of products before and after conversion.
I have the source products product code and stock value displayed on the form, now I need to get the value of the items converted from that one piece of stock.
I assumed this would be possible to achieve using some simple SQL to calculate the sum of all resulting products with the same SCID (Stock Conversion ID). My SCID is used to link a source product to a number of resulting products in a different table.
In this image I have named the SCID boc in the detail section sSCID to try and differentiate it from any fields in tables that it may try to pick up. But basically I need to get the code to look for result products that match the SCID displayed in that box and add them all together to get the sum total of converted stock.
If context helps I am trying to create a form that shows the value of stock before and after a conversion process in order to try and calculate the wastage.
Thanks,
Bob P
You can either use DSum or build your report query to include the calculation. I would prefer the second option. This assumes that SCID is numeric, you would need quotes for a text SCID.
=DSum("sValue","[Stock Conversion Items]","SCID=" & sSCID)
Or
SELECT r.This,r.That,s.ConvValue
FROM ReportTable r
INNER JOIN (
SELECT SCID, Sum(sValue) As ConvValue
FROM [Stock Conversion Items]
GROUP BY SCID) s
ON r.sSCID = s.SCID
The above query uses aliases r and s for the tables : ReportTable r or ReportTables As r
i want to make crystal report of profit and loss statement
i have a column of "vr_type" and there are 4 types in it "sale invoice", purchase invoice" now i want that put a 4 formula s where i select that "sum (vr_detail.debit) where vr_detail.vr_type} sale invoice it make Sum of al these types so kindly tell me what formula i should use to get the result
in simply i want sum of sale,sum of purchase,sum of expense
thanks
Crystal Reports doesn't have a sumif() function. You will need to create a formula field for each type of field that you want to summarize, then insert a Summarized field on the formula field.
For example, you could create a field named 'sales invoice'. The text of the formula would be:
if {vr_detail.vr_type}="sales invoice" then
{vr_detail.debit}
else
0
You would then select this field, then Insert | Summary...
You'll need to repeat this for each field.
** edit **
If you simply want subtotals by vr_type, follow these steps:
Insert a group on the {vr_detail.vr_type} field. This will add a group-header (GH) and group-footer (GF) section to the report.
Insert a summarized field on the {vr_detail.debit} and/or {vr_detail.credit} field.