Monday, January 30, 2012

Crystal Reports : Grouping records by the Date

I recently did a report for a client where we were summarizing (summing) Sales by Week of the Year. Remember, whenever you're summarizing values, you need to think about how those values will be Grouped; that more than half the work.

Let us imagine the database field we're Grouping on in called {ORDERS.ORDERDATE}.

So, we would first insert a Group using Insert | Group from the top level menu. Then, simply specifying {ORDERS.ORDERDATE} from the field drop down.

However, by default, Groups on Dates fall into Daily Group (or even worse, Day and Time Groups, if your software is track a time precision).

To change the Group to Weekly;

1. Select Report | Change Group Expert from the top level menu.

2. Select the Group you wish to modify, click the Options button.

3. When Crystal detects a Date Value as a Group, it displays the "The Section will be Printed" drop down. Select the appropriate interval from this list. In our case, we used "For each week".

You'll notice that now your Report is Grouped by Week (Based on {ORDERS.ORDERDATE}).

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