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Topic: Running Total issue
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Nav522
Senior Member
Joined: 25 Aug 2009
Location: United States
Online Status: Offline
Posts: 166
Topic: Running Total issue
Posted: 08 Aug 2017 at 10:51am
Hello - I'm trying to create a Running total formula but it doesn't seem to work.
I had evaluate on the group policy and rest on policy as well but it didn't seem to work.
Current Data:
Policy Agent Sal
GH(Policy)
D 123 Abat 30
D 123 Cgit 20
D 123 Dnit 5
D 123 Abat 30
D 123 Cgit 20
D 123 Abat 30
GF(Policy)
Output needed:
GF(Policy) 123 Abat 55
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kevlray
Admin Group
Joined: 29 Oct 2009
Online Status: Offline
Posts: 1587
Posted: 08 Aug 2017 at 10:59am
So the report is grouped by Policy, but you want it also to show a total for just one Agent? Or do you need a total for each Agent (second grouping)?
GF(Policy) 123 Abat 55
GF(Policy) 123 Cgit 40
GF(Policy) 123 Dnit 5
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Nav522
Senior Member
Joined: 25 Aug 2009
Location: United States
Online Status: Offline
Posts: 166
Posted: 09 Aug 2017 at 3:32am
Hi there,I need it to be rolled up for one Agent only in the Group Footer for Policy
Edited by Nav522 - 09 Aug 2017 at 4:03am
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Sastry
Moderator
Joined: 16 Jul 2012
Online Status: Offline
Posts: 537
Posted: 09 Aug 2017 at 3:56am
Hi
Create a second group on Agent, and right click on sale and go in Insert -- summary -- select group 2
Then drag Group -- Agent -- summary on 2nd group footer.
Now you need to suppress details to display agent wise information.
Thanks,
Sastry
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Nav522
Senior Member
Joined: 25 Aug 2009
Location: United States
Online Status: Offline
Posts: 166
Posted: 10 Aug 2017 at 4:57am
I do not want to create another group. Want to show everything on the Policy Group Footer. How can we achieve that using running totals?
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DBlank
Moderator
Joined: 19 Dec 2008
Online Status: Offline
Posts: 9053
Posted: 10 Aug 2017 at 6:35am
if you were willing to sort by agent you might be able to use an on change of the agent field as a condition and reset on the group field
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