Formula for what, filtering the data?

Try posting technical information:

Crystal version
Database/connectivity used
Example data
Expected output

For the record selection try:

Report->Record selection->Record

(
Sales_Order.so_processing_date >= cdate(year(currentdate)-1,1,1)
and
Sales_Order.so_processing_date <= maximum(yeartodate)
)

-k

Sorry

Version = Info 7
Connecting to SQL based datawarehouse

Sample data/ Result:


Item                      2004                   2003
Pens                       $100                  $5000
Pencils                    $50                   $1000

etc

So at the end of January 2005 the column headings for the Years will be 2005 and 2004.

In other words I want to show the customer what he bought last yaer and what his cumulative purchases are for this year

I can do everything except restrict the date of sale to last full year and ytd - unfortunately I'm getting errors using your suggested formula...

({Sales_Order.so_processing_date} >= cdate(year(currentdate)-1,1,1)
and
{Sales_Order.so_processing_date} <= maximum(yeartodate))


usually the 'A number, currency amount, boolean or string is expected here' type error

Unfortunately you didn't post what the error was, so it's hard to help.

Where did you place the formula?

That's a VERY old version of Crystal, another important reason to post your software and database version to minimize the amount of time it takes to help you. It may be that it doesn't support the functions used, so try:

({Sales_Order.so_processing_date} >= cdate(year(currentdate)-1,1,1)
and
{Sales_Order.so_processing_date} <= currentdate

Simpler anyway, I sometimes over think these things and forget the obvious.

-k