Symptom
- Error: "Summary cannot be performed, a group must be created before"
- In Crystal Reports, when creating a formula to summarize values it displays an error.
Environment
- SAP Crystal Reports 2008
- SAP Crystal Reports 2011
- SAP Crystal Reports 2013
- SAP Crystal Reports 2016
Reproducing the Issue
- In Crystal Reports, create a report off any data source.
- Creating a formula using one of these summary functions:
- Average (x)
- Count (x)
- DistinctCount (x)
- Maximum (x)
- Minimum (x)
- Sum (x)
For example, the formula will be like:
Sum({Field1},{Filed2})
Where {field2} is a Date field, results in the error message:
- When attempting to save the formula it displays the error: "Summary cannot be performed, a group must be created before"
Cause
- The second database field in a summary function represent a group, and the report is not grouped by the database field specified.
Resolution
- To use a summary function in the formula, you need to already have the report grouped on the datatabase field {field2}, which in this case is a Date field.
- Also, when grouping a report by a Date field, you need to indicate the frequency of the grouping:
- For each day,
- For each week
- For each two weeks
- For each half month
- For each month
- And so on...
- Similarly, when creating a formula that summarizes a field and subtotals it by a Date-based group, you need to specify in the formula how frequently it is grouped. The correct syntax is:
SummaryFunction({field1}, {field2}, "frequency")
For example, to get the count of Order IDs for each Order Date group, which groups for each month:
Count({Orders.Order ID}, {Orders.Order Date}, "monthly")
Keywords
DATE SUMMARY COUNT SUM GROUPING BY DATE SUMMARY FUNCTIONS FORMULA EDITOR Seagate Crystal Reports Summary functions Date-based groups , c2006060 , KBA , BI-RA-CR , Crystal Reports designer or Business View Manager , Problem
Product
Crystal Reports 2008 V0 ; Crystal Reports 2008 V1 ; SAP Crystal Reports 2011 ; SAP Crystal Reports 2013 ; SAP Crystal Reports 2016