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Report Design
Topic: Totaling by Department
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dmkanz
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Joined: 27 Sep 2016
Online Status: Offline
Posts: 18
Topic: Totaling by Department
Posted: 03 Feb 2017 at 9:40am
I am trying to total a report by department but it is not working.
I have a report that is grouped by company, contract, department.
Inside the detail of the report is each contract item, department and amount
i.e.
10 - company
123456 - contract
02 - department
1 line item 02 department 500.00
2 line item 02 department 100.00
03 - department
3 line item 03 department 200.00
4 line item 03 department 50.00
04 - department
5 line item 04 department 25.00
6 line item 04 department 10.00
What I am trying to do is at the contract level - is total each department.
i.e.
10 - company
12345 - contract 02 600.00 03 250.00 04 35.00
I hope this makes sense - very new to the forum please excuse any formatting issues.
Thank you in advance
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DBlank
Moderator
Joined: 19 Dec 2008
Online Status: Offline
Posts: 9053
Posted: 03 Feb 2017 at 9:47am
drop a crosstab in the GH or GF using the Department as a group option in that Crosstab
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dmkanz
Newbie
Joined: 27 Sep 2016
Online Status: Offline
Posts: 18
Posted: 03 Feb 2017 at 9:58am
Okay - I am not familiar with Cross-Tabs. I will give it a try.
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dmkanz
Newbie
Joined: 27 Sep 2016
Online Status: Offline
Posts: 18
Posted: 03 Feb 2017 at 10:06am
Is that the only way?
What I am trying to do is
Contract D1 D2 D3 Total
12345 - 600.00 250.00 35.00 - 885.00
67890 - 300.00 300.00 75.00 - 675.00
etc.
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DBlank
Moderator
Joined: 19 Dec 2008
Online Status: Offline
Posts: 9053
Posted: 06 Feb 2017 at 2:44am
it is the easiest way and most fluid, especially if you have dynamic data in the departments
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DBlank
Moderator
Joined: 19 Dec 2008
Online Status: Offline
Posts: 9053
Posted: 06 Feb 2017 at 2:45am
set the department as a grouped column field and the numeric field as a sum of the group
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dmkanz
Newbie
Joined: 27 Sep 2016
Online Status: Offline
Posts: 18
Posted: 06 Feb 2017 at 5:24am
Thank you for the response. Is there a way to add another column for contract description?
12345 - ABC Contract 500.00 100.00 50.00 40.00 690.00
Thanks in advance
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dmkanz
Newbie
Joined: 27 Sep 2016
Online Status: Offline
Posts: 18
Posted: 06 Feb 2017 at 5:30am
or change the column names to reflect the department name and not the number
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DBlank
Moderator
Joined: 19 Dec 2008
Online Status: Offline
Posts: 9053
Posted: 06 Feb 2017 at 6:00am
if you have the name in your data set you can just group on that instead. Or you have concatenate them like
totext(table.contractnumber,0,'')+':'+ table.contractname
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dmkanz
Newbie
Joined: 27 Sep 2016
Online Status: Offline
Posts: 18
Posted: 13 Feb 2017 at 5:17am
Thank you for the response - that worked
Is there anyway to justify within the concatenated formula
ie
12345 Description (varies in length) Project Mgr
67890 Description (varies in length) Project Mgr
where the project manager column line up
right now I get
(current formula:
{Contract} & ' ' & {Description} & ' ' & {Name})
12345 Description Project Mgr
67890 Descrip Project Mgr
Thanks in advance
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