Top 10 companies report

[luv2bike2nv]

I have CR 8.5 and was asked to create a report that will show the top 10 Vendors between a certain period and not less than $20,000. i have a report that was created by someone else for Top 10 Purchases by Commodity codes and was wondering after i open that one up and rename it to top 10 by vendor what i need to do so that i can create the report for top 10 companies. i am trying to follow what the person did to get it, however i am having a little difficulty trying to understand it. Help is not installed for Cystyal Reports 8.5 so i can not get help from that. Any assistance would be greatly appreciated. i am a beginner in Crystal Reports.
Thanks,

 

[IdoMillet]

Look at:
Report, Top N/Sort Group Expert...

- Ido

view, e-mail, export, burst, distribute, and schedule Crystal Reports.

http://www.MilletSoftware.com

 

[luv2bike2nv]

I went to Report/top n/sort group expert and there is one already there,(from the original report that i opened and saved as a different report) i can not delete it, nor can i edit it, nor can i create a new one. i need to have the report show the top 10 companies that we purchased from, the purchase amount is equal to or greater than $20,000 and between july 1, 2006 and june 30, 2007. is there another way besides report/top n/sort group expert? or is there a way i can edi the one that is already there?
Thanks,

 

[dgillz]

Click on the "For this group sort" dialog box and select "Top N". Then enter 10.

The to get the dates, enter a record selection formula. To get the sum only on those vendors >$20k, enter a group selection formula.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"If you have a big enough dictionary, just about everything is a word"
--Dave Barry

 

[luv2bike2nv]

Ok i am going to try to create a report instead of editing one that i have. my question now is: in 8.5 is there an "is between" function? if so, where is it? I want to do a IF, Then, Else statement that says:

If Date is between July 1, 2006 and June 30, 2007, and company purchase amount is greater or equal to $20,000.00
Than purchase year price. (which I believe i would have to create a formula for that as well)
Else (nothing will be done)

Do i have to do anything else with the IF Than Else statement. Or is there another way to get what i need to get?

Thanks,

 

[dgillz]

You should not have to create a new report. This is a 5 second fix if you already have a group.

Use In/To rather than between. For Example:

{CustomerName} in "A" to "AZZZZZ"

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"If you have a big enough dictionary, just about everything is a word"
--Dave Barry

 

[luv2bike2nv]

I wish it was that easy. I see that you are an Exact Software Consultant. Do you know if there is a report that i have not found yet in MAX that has already been created for what I am looking for? again the parms are top 10 vendors (we purchased from), that the purchase amount is equal to or greater than $20,000.00 from July 1, 2006 to June 30, 2007.

Thanks for your assistance.

 

[dgillz]

I hardly if ever deal with Max (last exposure 2001). I don't know if this exists, but if you have a report to use as a template and you aren't finding this an easy report, something is wrong with your version of Crystal.

Lets take this one step at a time, does the report you have already have a group on customer, and no other groupings?

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"If you have a big enough dictionary, just about everything is a word"
--Dave Barry

 

[luv2bike2nv]

The report that i am using as a template is pretty simple.

it has a Report header
Than a page header with an @date Range formula

Group Header #1a has Group #1 Name as a text box
Group Header #1b has part number, order number, Description, Quanity, Unit, Unit price, Extend price which all are text boxes.

Group Header #2 has Group #2 Name as a text box as well.

Than the Details section that has field objects from the DB's
than Group Footer #2 which has a field object--- Orgqty_10 and a formula for cost conversion which i do not need.

Thats it. nothing else.

so i am not 100% sure i can use this ... it does have the date range and the company name, but what it does not have is the greater than = to part and something for Top 10 Vendors.

 

[dgillz]

First, you did not answer my question - is it grouped by Vendor? Teliing me the fields in the group header and footer does not tell me this.

Here is what you should do:
1) Save the report as some other name so that your existing report does not get hosed.
2) Delete group 2
3) Right click group footer 1 and select "change group". Make the group by field the vendor field if it is not already.
4) Insert a summary of dollars purchased by vendor if it does not already exist.
5) Click on report, TopN/Sort Expert, and select Top N and make N=10
6) Enter the record and group selection formulas that I already referred to.

If you fail at any of the steps above, post back with specifics.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"If you have a big enough dictionary, just about everything is a word"
--Dave Barry

 

[luv2bike2nv]

Thank you for getting back to me. I will work on this first thing in the morning and post back with any issues that i might have.

if i am not mistaken: it is grouped by company name.

 

[dgillz]

Company name being the same as Vendor Name?

It still has 2 groups, you need to delete one of them.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"If you have a big enough dictionary, just about everything is a word"
--Dave Barry

 

[luv2bike2nv]

I finally was able to get the report to what I want with one little problem. I am grouping on order number and i need to some how only show order numbers that begin with 75XXXX and eliminate all the other order numbers 100000 to 699999. How can i do that?

Thanks

 

[luv2bike2nv]

Never Mind. I figured it out. Thanks for all of your help you have given me!