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  Maximum Impact Solutions Limited - Reporting Solutions, Creating Answers
Reporting Solutions - Creating Answers, Crystal Reports, Dashboarding (Xcelsius) & SQL Reporting Services

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09
June

How Do I Create a Customed Grouped Financial Year Report in Crystal Reports?

The delegate also wanted to be able to create a report that could be group by fiscal year, fiscal quarters and fiscal month, where their financial year started on the 1st of May.

To create this report, three formulas would have to be created:

  •        Fiscal Year
  •         Fiscal Qtrs, and
  •         Fiscal Month

 

The financial fiscal year formula (@Fiscal Year):

If  Month({Tablename.DateTimeFieldname}) >= 5 then

Year ({Tablename.DateTimeFieldname})+1 else

Year ({Tablename.DateTimeFieldname})

 

The financial fiscal quarters formula (@Fiscal Qtrs):

If  Month({Tablename.DateTimeFieldname}) in [5,6,7] then Qtr 1 else

If  Month({Tablename.DateTimeFieldname}) in [8,8,9] then Qtr 2 else

If  Month({Tablename.DateTimeFieldname}) in [10,11,12] then Qtr 3 else Qtr 4

 

The financial fiscal months formula (@Fiscal Months):

If  Month({Tablename.DateTimeFieldname}) > = 5  then

Month & Totext(Month({Tablename.DateTimeFieldname}) 4,00) else

Month & Totext(Month({Tablename.DateTimeFieldname}) + 8,00')

 

Add a group using the {@Fiscal Year} formula field

Add a second group using the {@Fiscal Qtrs} formula field

Add a third group using the {Fiscal Months} formula field


If you have any questions, or need any assistance, please do not hesitate to Contact Us

1

Lee

14
April
thanks bro....

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