Crystal Reports conditional Grouping

Question

Not sure how to approach grouping a report that can group things differently depending on condtions. Here's the scenario. I have companies, policy numbers and products. Sometimes a policy can cover more than one company, but sometimes a single company can have more than one policy.

So in the first case where a policy covers more than one company it would look like this:

Policy > Company > Product

In the other case where a company can have multiple policies it would look like this:

Company > Policy > Product

Any ideas of how to approach this?

Yes, a policy might cover more than one company, but if that is the case then a company would not also have multiple policies with in it so it is always either policy > company > product or company > policy > product. Basically how it works is that small companies are often grouped together and covered under one policy, whereas a large company might be split up to be covered by more than one policy. — Louise Eggleton

craig craig · Accepted Answer · 2014-04-03T21:42:48

Create a parameter to allow a person to choose one of the two paths
Create 2 formula fields that use the parameter field to choose between the database fields:

// {@level_1}
Select {?grouping}
Case "Policy > Company > Product": {table.policy}
Case "Company > Policy > Product": {table.company}
Default: {table.policy} 

// {@level_2}
Select {?grouping}
Case "Policy > Company > Product": {table.company}
Case "Company > Policy > Product": {table.policy}
Default: {table.company}

Create a group for each formula field and one for the product field

Crystal Reports conditional Grouping

2 Answers