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Creating conditional running totals
There may be times when you have a list of values, and you only want to
subtotal some of the values in the list. For example:
• You have a list that contains both Canadian and U.S. customers.
• You want to keep customer records sorted alphabetically based on
customer name.
• You do not want to break the data into groups based on the country.
• You want a total of the values from just the Canadian records.
• You also want a total of the values from just the U.S. records.
To accomplish this, create two running totals, one to keep a running total of
the U.S. records, and one to keep a running total of the Canadian records.
• USTotal
Maintains a running total of the U.S. records.
• CanadaTotal
Maintains a running total of the Canadian records.
To create a conditional running total
1. To get started, create a report using the sample data, Xtreme.mdb. Place
the following fields from left to right in the Details section:
{customer.CUSTOMER NAME}
{customer.COUNTRY}
{customer.LAST YEAR'S SALES}
Note:
Xtreme.mdb is located on the Business Objects Technical Support web
site http://support.businessobjects.com/samples/.
2. On the Report menu, click Record Sort Expert.
Crystal Reports 2008 SP3 User's Guide 265
11
Running Totals
Creating running totals
- Crystal Reports 2008 1
- Contents 26
- About Crystal Reports 28
- Locate information quickly 29
- Sample Reports 29
- What's New in Crystal 31
- Reports 2008 SP3 31
- Introduction 32
- Example: 34
- Installing Crystal Reports 35
- 2008 SP3 35
- Installation requirements 37
- Customizing your installation 43
- Running a silent installation 45
- Setting custom banners 51
- Quick Start 53
- Sample data - Xtreme.mdb 54
- Quick start for new users 56
- Before you begin 57
- Creating the report 57
- Selecting a database to use 58
- Report sections 60
- Inserting a field 60
- To insert a field 61
- Understanding fields 62
- Adding additional fields 63
- Selecting fields 63
- Resizing fields 64
- Reviewing your work 64
- Adding a title 68
- Adding a field heading 70
- Saving the report 70
- To enter selection criteria 72
- Deleting a field 74
- Balancing field spacing 75
- Grouping and sorting 76
- Completing the report 80
- Basic report design 90
- Report Design Concepts 91
- Details area 97
- Group Footer 97
- Report Footer 97
- Page Footer 97
- To design a paper prototype 98
- Report creation options 100
- New report 101
- Report Creation Wizards 101
- Another report 101
- The Database Expert 102
- Data tab 103
- Introduction to Reporting 104
- Design tab 108
- Design tab areas 109
- Preview tab 112
- Standard view 113
- Preview Panel 113
- Group Tree 114
- The Parameter Panel 115
- Creating a new report 118
- Adding tables 119
- Linking multiple tables 120
- Formula fields 123
- SQL Expression fields 123
- Parameter fields 124
- Running total fields 125
- Special fields 125
- Text objects 126
- Picture fields 127
- Hyperlink fields 128
- To create a hyperlink field 129
- Drill-down cursor 132
- Using the zoom feature 133
- To add a report title 134
- Shortcut Menus 139
- The Dependency Checker 140
- Shortcut Menu 141
- Opening and docking explorers 142
- Beyond basic reports 143
- Repository? 146
- Repository 148
- Adding a custom function 153
- Adding a command 153
- Adding a command to a report 155
- To modify a repository object 157
- To set the update option 158
- Using Undo in the repository 159
- Overview 162
- BusinessObjects Enterprise 165
- Using faster report formats 166
- Live data 167
- Saved data 168
- Designing summary reports 169
- Using subreports carefully 170
- Using linked subreports 171
- For more information 172
- Using table indexes 174
- To link tables effectively 175
- PC Databases 179
- SQL Databases 180
- Consideration 1 180
- Consideration 2 181
- Consideration 3 181
- Consideration 4 182
- Consideration 5 182
- Performing grouping on server 186
- Record Selection 191
- Selecting records 192
- Using the Select Expert 193
- Single values 200
- Range of values 200
- Selecting records using dates 201
- Sorting data 210
- To sort your data 213
- Group and sort direction 218
- Grouping data 219
- Creating custom groups 220
- Sorting groups conditionally 221
- To sort a group conditionally 222
- Sorting records within groups 223
- Group selection 224
- Using selection formulas 226
- Grouping data in intervals 229
- 5. Click the New button 230
- Grouping data hierarchically 233
- To summarize grouped data 242
- Related Topics 243
- Summarizing grouped data 244
- Subtotaling 248
- Percentages 252
- Live headers 254
- Group name with text 255
- Headers for custom groups 256
- Suppressing group headers 257
- Running Totals 259
- Understanding running totals 260
- Creating running totals 263
- About sections 274
- Working with sections 274
- Inserting a section 275
- Deleting a section 275
- Merging two related sections 276
- Moving a section 276
- Multiple Section Reports 277
- Form letters 282
- Working with text objects 283
- Creating a salutation 288
- Creating the letter body 289
- Formatting 293
- Formatting concepts 294
- Using a template 294
- Applying a template 295
- Removing an applied template 296
- Using Template Field Objects 297
- Section characteristics 302
- To create a basic report 303
- Hiding report sections 306
- Hiding report objects 307
- Suppress If Zero (Number tab) 308
- Suppress (Common tab) 309
- Placing text-based objects 310
- Using the grid 315
- Selecting the grid 316
- Designing with guidelines 317
- Viewing guidelines 317
- Inserting guidelines 317
- Overflow Field Representation 322
- Selecting multiple objects 323
- Vertical placement 324
- Setting fractional font sizes 325
- TrueType fonts 328
- Printer drivers 328
- Formatting properties 330
- Adding and editing lines 335
- Adding and editing boxes 336
- To edit boxes on a report 337
- Crystal syntax example 350
- Basic syntax example 350
- Changing fonts conditionally 352
- Margins based on page number 353
- Using the Highlighting Expert 356
- Undo/Redo activities 360
- Using the Format Painter 361
- To copy and apply formatting 362
- Working with barcodes 363
- To add a barcode 364
- Removing a barcode 365
- Charting concepts 368
- Chart layouts 369
- Chart types 370
- Charting 371
- Where to place a chart 373
- Creating charts 374
- To chart on an OLAP cube 380
- Working with charts 381
- To change chart formatting 382
- To change chart titles 382
- To apply a new template 382
- To change series options 383
- To format Gridlines 383
- Mapping concepts 390
- Map types 391
- Dot Density 392
- Graduated 393
- Pie Chart 393
- Where to place a map 394
- Creating maps 395
- To map on a details field 396
- To map on a group 399
- To map on a Cross-Tab summary 400
- To map on an OLAP cube 401
- Changing the map type 404
- Changing map layers 404
- To change map layers 405
- Resolving data mismatches 406
- Changing the geographic map 407
- Zooming in and out on a map 407
- Panning a map 408
- Centering a map 408
- To hide the Map Navigator 409
- To show the Map Navigator 409
- Formatting Maps 410
- 4. Click OK 411
- Working with maps 412
- OLE overview 414
- Types of OLE objects 415
- General OLE considerations 416
- To copy and paste OLE objects 417
- In-place editing 418
- Dynamic OLE menu commands 418
- Inserting a static OLE object 420
- Embedded objects 422
- Linked objects 423
- To link a bitmap image object 424
- To bind data to a cross-tab 428
- Cross-Tab Objects 429
- What is a Cross-Tab object? 430
- Cross-Tab example 431
- Creating a Cross-Tab report 438
- Working with Cross-Tabs 445
- To total down columns 448
- To total across rows 448
- To repeat row labels 449
- Formatting Cross-Tabs 450
- Suppressing Cross-Tab data 451
- Calculated Members 454
- Calculation Formulas 455
- Header Formulas 456
- Value Formulas 457
- Insertion Formulas 457
- Embedded Summaries 458
- Advanced Cross-Tab features 459
- Connecting to a universe 462
- To build a simple query 463
- To create a combined query 464
- Quick reference to objects 465
- Editing an existing query 466
- To edit an existing query 467
- Query filters and prompts 468
- Building prompts 469
- Building Queries 471
- To edit a query filter 475
- What is a subquery? 476
- Building a subquery 477
- Subquery parameters 478
- What is a database ranking? 480
- Creating a database ranking 480
- To create a database ranking 481
- Ranking parameters 481
- OLAP grid objects 486
- Creating an OLAP report 487
- To specify a slice 491
- To add a page 491
- To add a parameter 491
- Applying a predefined style 492
- Updating an OLAP report 493
- Formatting grid lines 498
- Labelling dimensions 498
- To add totals to an OLAP grid 499
- Sorting data in an OLAP grid 501
- To sort data in the OLAP grid 503
- To add a filter 503
- Printing, Exporting, and 505
- Viewing Reports 505
- Distributing reports 506
- Exporting a report 507
- Crystal Reports (RPT) 508
- HTML 3.2 and HTML 4.0 508
- Microsoft Excel (97-2003) 509
- Microsoft Word (97-2003) 509
- Destination 512
- Exporting to an application 512
- To export to an application 513
- Exporting to a disk file 514
- Exporting to HTML 519
- To open your report 522
- To save your report 522
- Viewing reports 525
- What are Report Parts? 526
- What is navigation? 526
- Setting up navigation 527
- Work flow 534
- Data context formats 539
- Using smart tags 544
- About Report Alerts 546
- Working with Report Alerts 546
- Report Alerts 547
- Editing Report Alerts 549
- Deleting Report Alerts 550
- Viewing Report Alerts 550
- Using Formulas 553
- Formulas overview 554
- Formula components and syntax 555
- Formula components 556
- Formula syntax 557
- Specifying formulas 559
- Search formulas 560
- Alerting formulas 560
- Workshop Tree 561
- Formula Workshop buttons 562
- Choosing the syntax 567
- Entering formula components 568
- Formula Editor buttons 568
- Formula Editor Key Controls 569
- Copying formulas 576
- Debugging formulas 579
- Debugging tutorial 580
- About this tutorial 581
- Formula1 581
- Formula2 582
- Formula3 583
- Formula4 584
- Formula1+2 584
- FinalFormula 585
- Parameter and prompt overview 588
- Parameter Fields and Prompts 589
- Prompt considerations 590
- Data and non-data parameters 590
- Optional parameters 591
- Understanding dynamic prompts 592
- Understanding lists of values 595
- List-of-values types 596
- Working with lists of values 613
- Long lists of values 618
- Best practices for prompting 619
- Deleting parameter fields 622
- Refreshing report data 624
- Advanced parameter features 625
- What are subreports? 640
- Unlinked 641
- How subreport linking works 642
- Subreports 643
- Previewing subreports 645
- Updating subreports 646
- To add a caption 654
- Understanding Databases 657
- Databases overview 658
- Indexed tables 662
- Linking tables 665
- One-to-one relationships 666
- One-to-many relationships 666
- Data file considerations 670
- SQL database considerations 673
- The Database Expert Links tab 676
- Linking indexed tables 676
- Link processing order 677
- Linking options 678
- Inner join 679
- Left Outer join 680
- Not Enforced 685
- Enforced From 685
- Enforced To 686
- Enforced Both 686
- Equal [=] link 686
- Not Equal [!=] link 694
- Client/server architecture 697
- Using SQL and SQL databases 698
- Stored procedures 700
- The SQL language 701
- Server-side processing 704
- Mapping database fields 707
- Remapping processes 708
- How Report Indexing works 712
- Indexing the right field(s) 713
- For additional information 714
- Accessing Data Sources 715
- Direct access database files 717
- Disadvantages 718
- Three layers 718
- Common database formats 719
- Microsoft Access 720
- Exchange 723
- DB2 Server 728
- Active Data 728
- Local file system 729
- NT Event Log 729
- Advantages 731
- Five layers 732
- Crystal Reports layer 733
- ODBC translation layer 733
- ODBC layer 733
- ODBC data sources 734
- Common ODBC database formats 736
- Informix 737
- JDBC data sources 740
- Database layer 742
- Business Objects universes 743
- Business Views 744
- Crystal SQL Designer files 745
- Crystal Dictionary files 746
- Report Processing Model 749
- Pre-pass 2 751
- Drive:\filename.extension 754
- Drive:\test.rpt 754
- Resolution 755
- Creating Accessible Reports 759
- About accessibility 760
- Formatting text 769
- Contrasting colors 771
- Navigation 772
- Designing for flexibility 773
- Accessibility and subreports 776
- Enterprise 784
- Resources 788
- More Information 791
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