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Nav522
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Quote Nav522 Replybullet 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
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Quote kevlray Replybullet 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
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Quote Nav522 Replybullet 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
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Quote Sastry Replybullet 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
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Quote Nav522 Replybullet 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
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Quote DBlank Replybullet 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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