Add formulas:
YearPeriod: {AR_CustomerSalesHistory.FiscalYear} & {AR_CustomerSalesHistory.FiscalPeriod}
Period1: if {@YearPeriod} in ["201611","201612"] then {AR_CustomerSalesHistory.DollarsSold} else 0
Period2: if {@YearPeriod} in ["201611","201612"] then 0 else {AR_CustomerSalesHistory.DollarsSold}

Record selection formula: {@YearPeriod} >= "201611"

Period1 gives you #2 and Period2 gives you #3
For #4 you can simply use DollarsSold, or sum Period1 and Period2.

The rest should be easy:
Subtotal by customer and add a grand total for each column.
Suppress Details and Group Header #1, add CustomerName to Group Footer #1

Thanks so much. Ok... I added the formulas, but I don't see Year 2017 anywhere in the mix? I need for it to have a grand total of Periods 11 + 12 for 2016, ADDED to Period to Date 2017. Hope that makes sense. Also, am I "grouping" by Customer #?

T. Helm

Further...and as an example. We had a customer with sales for Period 11 & 12 (2016) combined totaling $36,110.24. For Period 1 (2017) to Date, they had sales of $18,556.70. Therefore, their total sales for Period 11 & 12 (2016 plus Period 1 (2017) to Date should be $54,666.94 as Dollars Sold. Currently, with the formulas you provided, that total is only showing as $10,500.39...which is the total for Period 1, 2017 only.

The formula for Period2 gives you 2017 YTD.
Yes you are grouping by customer.

You're confusing me.... you are contradicting what you asked for in your first post.

As a test add 3 formulas:
if {@YearPeriod} = "201611" then {AR_CustomerSalesHistory.DollarsSold} else 0
if {@YearPeriod} = "201612" then {AR_CustomerSalesHistory.DollarsSold} else 0
if {@YearPeriod} = "201701" then {AR_CustomerSalesHistory.DollarsSold} else 0

See what they kick out and if you agree. They will give you sales for 2016-11, 2016-12 and 2017-01 respectively.

Sorry, I don't mean to sound confusing. Thanks for your help. All I can tell you is...I created the formulas as you instructed just like this:

YearPeriod:  {AR_CustomerSalesHistory.FiscalYear} & {AR_CustomerSalesHistory.FiscalPeriod}

Period 1: if {@YearPeriod} in ["201611","201612"] then {AR_CustomerSalesHistory.DollarsSold} else 0

Period 2: if {@YearPeriod} in ["201611","201612"] then 0 else {AR_CustomerSalesHistory.DollarsSold}

Record Selection:  {@YearPeriod} >= "201611"

Here is a screenshot of the actual report...AFTER adding/modifying same as you instructed:

What am I missing?  Again, the total for that customer I mentioned previously SHOULD be larger than what the report is displaying. When I look at total sales for Period 11 & 12, 2016 and Period 1 to Date, 2017, it's not the same total. Thanks!

I don't have your data so I cannot give you insight.
Go back to my previous reply and try the 3 formulas and see what you get.

I don't have your data so I cannot give you insight.
Go back to my previous reply and try the 3 formulas and see what you get.

I understand - no worries. Ok, adding the three new formulas instead seems to have done the trick. THANK YOU!!! Pardon my ignorance here, but I "assume" I will need to change the formulas once we get to the end of Period 10 (October) 2017 so that it will roll over correctly for next year (2018)? Again, thank you very much for your assistance with this!

T. Helm

Correct - the year/month is hard coded (not good practice) but simpler to use as an example.
You can just edit it each year or make the formula change dynamically with the date.

Gotcha. Feel free to explain how to do this "dynamically", if you so choose to do so. LOL! I feel I may have exceeded my allowed limit of questions/instructions from you. LOL. I appreciate all your help! Have a great day :)

No problem.
You can add a parameter in Crystal where you select/enter a report run date or maybe a year-month parameter, then use that in the record selection formula. The easiest might be a run date.
Question: is it always going to be from Nov through to current month/date? And what about at the end of the year - do you run from Nov 2016 through Dec 2017, or Nov 2016 through Oct 2017?

Thank you! Basically, the report should calculate from the period of November 1st through October 31st (one year through the next) rather than the standard Jan - Dec. calendar year. I hope that answers your question? Your assistance is very much appreciated!

Is your fiscal calendar setup that way? Look in General Ledger > Setup > Fiscal Year Maintenance

No, it is not. It is set up based on the standard calendar year.