Group By Year, Month, Week, Day Dynamically in Crystal Reports

Unless I am missing something it looks like you simply need to change your grouping order from:

Date, Account, Asset, Amount, Type

to:

Date, Account, Asset, Type, Amount

So the answer would be to add a group by Amount and Type since you said that it is already grouped by Date, Account, and Asset.

Hope this helps.

I think I misstated the appropriate date ranges in my comments, but if I understand this correctly, we need formulas to do the following:

• if run today, the report will show data from 1/1/2010 to 12/31/2012.
• if run on April 1st, it will show data from 1/1/2011 to 4/1/2013.

To do this, I came up with the followign formula fields:

• Create a formula field called DateRangeFrom. It should contain:

  IF datepart("m", CurrentDate) < 4 THEN
  
      // Show three years back if we are in the months January - March
      DateSerial (Year(DateAdd("yyyy", -3, CurrentDate)), 1, 1)
  ELSE
      // Show two years back if we are in the months of April - December
      DateSerial (Year(DateAdd("yyyy", -2, CurrentDate)), 1, 1)
  

• Create another formula called DateRangeTo. It should contain:

  IF datepart("m", CurrentDate) < 4 THEN
  
      // Show one year back if we are in the months January - March
      DateSerial (Year(DateAdd("yyyy", -1, CurrentDate)), 12, 31)
  ELSE
      // Show up to the current date if we are in the months of April - December
      CurrentDate
  

• You can then use these fields in your record selection formula, like this:

  {YourTable.YourDateColumn} > {@DateRangeFrom} 
      AND {YourTable.YourDateColumn} <= {@DateRangeTo}
   

EDIT:

If you just want to search by the year, remove the DateSerial functions, and change your record selection formula to use >= instead of >, and you should be left with:

• Create a formula field called DateRangeFrom. It should contain:

  IF datepart("m", CurrentDate) < 4 THEN
  
      // Show three years back if we are in the months January - March
      Year(DateAdd("yyyy", -3, CurrentDate))
  ELSE
      // Show two years back if we are in the months of April - December
      Year(DateAdd("yyyy", -2, CurrentDate))
  

• Create another formula called DateRangeTo. It should contain:

  IF datepart("m", CurrentDate) < 4 THEN
  
      // Show one year back if we are in the months January - March
      Year(DateAdd("yyyy", -1, CurrentDate))
  ELSE
      // Show up to the current date if we are in the months of April - December
      Year(CurrentDate)
  

• You can then use these fields in your record selection formula, like this:

  {YourTable.YourDateColumn} >= {@DateRangeFrom} 
      AND {YourTable.YourDateColumn} <= {@DateRangeTo}