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If-Then + Summary formula

Last post 03-31-2008 3:39 PM by Drew Allen. 1 replies.
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  • 03-31-2008 3:04 PM

    • Dakotah Atchinson
    • Not Ranked
    • Posts 2
    • Organization: Gulf of Maine Research Institute
    • Products:  The Raiser's Edge

    If-Then + Summary formula

    I need to write a formula for a subreport which calulates gifts based on campaign, fund category and dollar amount.  Do I need to create an if-then statement and then a summary?  How do I summarize on a compound calculation (campaign, fund category, $ amount)?  Any and all help would be greatly appreciated.

    Datchinson
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  • 03-31-2008 3:39 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: If-Then + Summary formula

    It really depends on what your criteria are.  You may simply be able to create groups on Campaign, Fund Category, and Dollar Amount and then total on the Gift Amount in the appropriate group header or footer.  This requires that the sort order of the fields mirrors the order of the various sub-totals that you need to calculate.  (You could potentially have other fields mixed in there anywhere.)

    If you need to produce sub-totals that diverge in some way from the sort order, then you will need to use formulas to create the sub-totals.  You will need a separate formula for each subtotal that you need that diverges from the sort order.  The formula will say If {Your criteria} Then {gift amount}.  If you are using split gifts, then you may need to use the campaign or fund split amount rather than the total gift amount.  Once you have the formulas set, Crystal treats them just like any other field, so you can create summaries on the formulas.

    Drew

     

    J. Drew Allen
    The Children's Hospital of Philadelphia
    Filed under:
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