Crystal Level 2 Sample Chapter

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Crystal Reports® 2008, Level 2 Running Totals – Chapter 3 Chapter 3 – Running Totals Chapter 3 Objectives ã ã ã ã Recognize effects of Multi-Pass Processing. Create Running Total fields. Create Conditional Running Totals Use a Running Total to Summarize a Group Scenario for Workshop 3A You’ve had a long day. You’re beat. You’re heading to your car in the parking lot. Willie Loman is in the smokers’ area chomping on a big cigar. He sees you, waves, and comes running over and puts his arm aroun
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  Crystal Reports  ®  2008, Level 2 Running Totals – Chapter 3  ©  HAMMERMAN ASSOCIATES, INC.   3-1   Chapter 3 – Running Totals Chapter 3 Objectives ã   Recognize effects of Multi-Pass Processing. ã   Create Running Total fields. ã   Create Conditional Running Totals ã   Use a Running Total to Summarize a Group Scenario for Workshop 3A You’ve had a long day. You’re beat. You’re heading to your car in the parking lot. WillieLoman is in the smokers’ area chomping on a big cigar. He sees you, waves, and comesrunning over and puts his arm around your shoulder.“Hey Babe, Penny Pincher’s been on my case about customersnot paying their bills. I need a report, listing customers and howmuch they owe, with some kind of running total. You knowwhat I mean.“Can you get me something tomorrow morning, oh by 9 AM. Itshouldn’t take you long; you’re such a wiz with these reports.Do this one for me kiddo, and I’ll treat you to lunch. You knowyou’re one of my favorite people here.”You nod wearily, cough from the cigar smoke, and head back into work.  Crystal Reports  ®  2008, Level 2 Running Totals – Chapter 33-2    ©  HAMMERMAN ASSOCIATES, INC.   You report should look similar to the one below. Pre-processed vs. Running Totals   All totals created up to this point are pre-processed or summary, which means the totals arecalculated before the report is printed. Crystal makes at least two passes through the data tocreate a total. The first pass accumulates the pre-processed total; the second pass actuallyprints the totals.A pre-processed total is calculated on the first pass and is based on all records. As a result,accurate totals can be placed in the Group Header/Footer or Report Header/Footer sections.The advantages of pre-processed totals are 1) a selection can be based on a group sum, 2)groups can be sorted on a total field and 3) they can be place anywhere. Invoices and creditcard statements typically use pre-processed totals when a total is printed before the detailedinformation.A running total differs from a pre-processed total in that a running total is calculated on thesecond pass. The total increases as each selected record is processed. Running totals are usedfor counts, enumerations and running balances.  Crystal Reports  ®  2008, Level 2 Running Totals – Chapter 3  ©  HAMMERMAN ASSOCIATES, INC.   3-3   Discussion - Multi-Pass Reporting A “pass” is the process that Crystal uses each time the data is read and manipulated.Depending on the complexity of the report, Crystal will make 1, 2 or 3 passes over the data togenerate a finished report. Pass #1 – After parameters and constants (formulas or text that have the same valuefor the entire report) have been evaluated, the first pass over the dataincludes:WHILE READING RECORDS:Retrieving database table recordsRecurring formulas-(uses database fields only)Applying record selectionGrouping, sorting, and pre-processed totalsGenerating a Cross-TabSaving the data so far Pass #2 – After ordering the groups for TopN or Hierarchical grouping, the secondpass through the saved data is used to format the pages and includes:WHILE PRINTING RECORDS:Grouping Selection formulasRunning totalsPrint-time and “While Print Records” formulasCharts and mapsSubreportsGenerating pages on demand Pass #3 – The third pass determines the total page count.  Crystal Reports  ®  2008, Level 2 Running Totals – Chapter 33-4    ©  HAMMERMAN ASSOCIATES, INC.   When to use a Running Total Problem: Grand Totals, subtotals and summaries can be incorrect if the report has a groupselection formula. This is because pre-processed totals are calculated on the first pass andbefore group selection formulas, which are evaluated on the second pass.Solution: Use a running total that evaluates and resets on a change of a record, a field, agroup subtotal, or a grand total. You can even use a running total that never resets for agrand total. A Running Total field can be inserted just like a database field; however,placement of a running total affects the value that appears on the report.   Section Action Report Header Returns the value for the first record of thereport.Page Header Creates a running total up to and includingthe first record of the current page.Group Header Creates a running total up to and includingthe first record of the current group.Details Creates a running total for every record.Group Footer Creates a running total up to and includingthe last record of the current group.Page Footer Creates a running total up to and includingthe last record of the current page.Report Footer Creates a grand total that includes allrecords.
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