{"id":342,"date":"2007-12-30T21:45:34","date_gmt":"2007-12-31T04:45:34","guid":{"rendered":"http:\/\/members.crystalreportsbook.com\/crystal-reports-xi\/a35-tutorial-a-4-multi-year-income-statement-part-1\/"},"modified":"2007-12-30T21:45:34","modified_gmt":"2007-12-31T04:45:34","slug":"a35-tutorial-a-4-multi-year-income-statement-part-1","status":"publish","type":"post","link":"http:\/\/www.crystalreportsonlinetraining.com\/training\/a35-tutorial-a-4-multi-year-income-statement-part-1\/","title":{"rendered":"A.35 Tutorial A-4 Multi-Year Income Statement, Part 1"},"content":{"rendered":"

Tutorial A-4. Multi-Year Income Statement<\/h2>\n

This tutorial walks you through the steps of creating a multi-year income statement. It uses the cross-tab object to display multiple columns which summarize the account balances for each year. Using a cross-tab object for the income statement is fairly complex and is going to require advanced formatting techniques. You should be very comfortable with all the concepts covered in the cross-tab chapter to make sure you get the most out of this tutorial.<\/p>\n

    \n
  1. Open the “Income Statement Template.rpt” report that you created in Tutorial A-2.<\/li>\n
  2. Save it as Income Statement MultiYear.rpt so that you don’t accidentally overwrite the template report.<\/li>\n
  3. Resize the Report Header section so that it is a couple of inches tall.<\/li>\n
  4. Click on the cross-tab object in the menu bar and place it in the report header to the far left.<\/li>\n
  5. Right-click on the top left corner of the cross-tab object and select Cross-Tab Expert.<\/li>\n
  6. The first step is to add the two formulas that will be the rows in the cross-tab object. Each one has to group on the numeric ID field, but display the text field in the cross-tab.<\/li>\n
  7. In the Available Fields list, click on the formula @Section ID and move it to the Rows list.<\/li>\n
  8. Click on the @Section ID formula in the Rows list and then click the Group Options button.<\/li>\n
  9. Select the Options tab and select the option Use a Formula As Group Name.<\/li>\n
  10. Click the Formula button to open the Formula Workshop dialog box.<\/li>\n
  11. Enter the following formula:<\/li>\n<\/ol>\n

    {@Section Name}<\/code_Single><\/p>\n

      \n
    1. Click the Save and Close button to save your changes.<\/li>\n
    2. Click the OK button to return to the Cross-Tab Expert.<\/li>\n
    3. In the Available Fields list, click on the formula @Account Class ID and move it to the Rows list. It should now be directly below the @Section ID formula.<\/li>\n
    4. Click on the @Account Class ID formula in the Rows list and then click the Group Options button.<\/li>\n
    5. Select the Options tab and select the option Use a Formula As Group Name.<\/li>\n
    6. Click the Formula button to open the Formula Workshop dialog box.<\/li>\n
    7. Enter the following formula:<\/li>\n<\/ol>\n

      {@Account Class}<\/code_Single><\/p>\n

        \n
      1. Click the Save and Close button to save your changes.<\/li>\n
      2. Click the OK button to return to the Cross-Tab Expert.<\/li>\n
      3. The next step is to select the date field that will be summarized in the columns.<\/li>\n
      4. In the Available Fields list, click on the field Journal_Entry.Date and move it to the Columns list.<\/li>\n
      5. Click on the Journal_Entry.Date field in the Columns list and then click on the Group Options button.<\/li>\n
      6. At the bottom of the dialog box, click on the drop-down box for The Column Will Be Printed and choose For Each Year. This will summarize the date column for each year.<\/li>\n
      7. Lastly, we need to add the field that will be summarized in the cross-tab.<\/li>\n
      8. In the Available Fields list, click on the @Amount formula and move it to the Summarized Fields list.<\/li>\n
      9. To make sure that you have added the fields correctly, Figure A-13 shows what your Cross-Tab Expert dialog box should look like.<\/li>\n<\/ol>\n


        \n <\/img><\/a>
        \n Figure A-13. Cross-Tab Expert field selections.<\/b><\/p>\n

          \n
        1. If everything looks good, click the OK button to save your changes for the Cross-Tab Expert.<\/li>\n
        2. A preview of your report should look like Figure A-14.<\/li>\n<\/ol>\n


          \n <\/img><\/a>
          \n Figure A-14. Income Statement first draft.<\/b><\/p>\n

            \n
          1. This report has the basic structure of the income statement, but it still needs a lot of work before we are finished with it.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

            Tutorial A-4. Multi-Year Income Statement This tutorial walks you through the steps of creating a multi-year income statement. It uses the cross-tab object to display multiple columns which summarize the account balances for each year. Using a cross-tab object for the income statement is fairly complex and is going to require advanced formatting techniques. You […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18,1],"tags":[],"class_list":["post-342","post","type-post","status-publish","format-standard","hentry","category-appendix-a-financial-reporting","category-crystal-reports-xi","entry"],"_links":{"self":[{"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/posts\/342","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/comments?post=342"}],"version-history":[{"count":0,"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/posts\/342\/revisions"}],"wp:attachment":[{"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/media?parent=342"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/categories?post=342"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.crystalreportsonlinetraining.com\/training\/wp-json\/wp\/v2\/tags?post=342"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}