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Crystal Reports with Top N Based on a Date Dimension

We have seen various ways to create reports like Top 10 Customers by Sales, Top 10 Cities by population, Top 5 countries by profit Margin etc. It’s usually Top N by a <Measure>. What if there’s a requirement Top N by a <Date> or Most Recent N by a <Date>? Consider the scenario where a store manager likes to see the ten most recent sales in the store. This translates to Top 10 by Sale Date. In this tech tip I’m going to demonstrate a method to achieve this.

Here’s a sample report created against the e-fashion universe. The report displays the monthly sales by State and City for the year 2006 with a group against the month dimension. In this example I will be creating a Top N by Month. The same logic can be applied to Top N by Date or any numeric dimension.

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What does it take to display only the last three months of the year? Here are the Steps:

Step 1: Right click at the Page header and Insert a section:

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Step 2: Insert the month dimension in the Page header field and suppress the Page header b section:

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Step 3: Right click on the month in Page Header b, select Insert -> Summary:

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Step 4: Select the Maximum as Summary field and display it at the group footer:

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Step 5: Select Report -> Group Sort Expert

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Step 6: Make the selections as shown in the screen shot below:

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The last three months of data is now displayed in the report:

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Some users would like the option to dynamically change it to last five months or last six months. This can be extended by creating a parameter and mapping the input value to the Top N formula.

About Rajesh Ponnurangam

Rajesh Ponnurangam is the Product manager for InfoBurst, Infosol’s flagship product. With more than a decade of demonstrated success assisting large entities, he is continually helping clients with their implementations using technologies such as Business Objects, Tableau, Power BI, SAP HANA and BW. He is responsible for product development initiatives through vision, strategy and roadmap development for InfoBurst.

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