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swilfong
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Quote swilfong Replybullet Topic: Running Total Sum on Group
    Posted: 16 Apr 2013 at 9:42am
Hello,

I have two groups setup in a report based off of GL and BANK. They are as follows:

   GL        BANK        BUDGETYTD
{GL1}                      {GL1 TOTAL}
             {BANK1}     {BANK1 TOTAL}
             {BANK2}     {BANK2 TOTAL}
             {BANKx}     {BANKx TOTAL}
{GL2}                      {GL2 TOTAL}
             {BANK1}     {BANK1 TOTAL}
             {BANK2}     {BANK2 TOTAL}
             {BANKx}     {BANKx TOTAL}
{GLx}                      {GLx TOTAL}
             {BANK1}     {BANK1 TOTAL}
             {BANK2}     {BANK2 TOTAL}
             {BANKx}     {BANKx TOTAL}

The Bank totals seem to be running fine; I have them set to sum each record of BANKYTD resetting on change of the group based on BANKx. However, I'm trying to do the sum of BANKYTD resetting on change of the group based on GLx, but all it's doing is pulling in the value of BANK1 TOTAL ( {GLx TOTAL} = {BANK1 TOTAL} ).

Any thoughts on what might cause this and/or how to fix it?

                        
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DBlank
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Quote DBlank Replybullet Posted: 16 Apr 2013 at 9:45am
are you putting your RTs in header sections?
they only work in detail or footer sections
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swilfong
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Quote swilfong Replybullet Posted: 16 Apr 2013 at 9:55am
Looks like that's the problem...
 
Is there any way for it to have the same look I posted while still being in footer sections?  The footer sections are reversed but I'd rather have the GL's above the Banks.  Would I just need to change it so that the banks are group 1 and GL's group 2?
 
Edit: That doesn't seem to work really...hmm.


Edited by swilfong - 16 Apr 2013 at 9:57am
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DBlank
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Quote DBlank Replybullet Posted: 16 Apr 2013 at 9:57am
based on your description don't use an RT but rather use a Simple SUM at the group level.
they can be placed in headers or footers


Edited by DBlank - 16 Apr 2013 at 9:57am
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swilfong
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Quote swilfong Replybullet Posted: 16 Apr 2013 at 10:01am
Hmm, can you give me a general idea on how to accomplish that?  Would it be using a foruma field?
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DBlank
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Quote DBlank Replybullet Posted: 16 Apr 2013 at 10:08am

you can use the GUI which is the Sigma button

select the field on the top (amount field)
the type of summary in the middle (SUM)
and the location a the bottom (Group level)
 
this just creates the same thing as a formula of
SUM(field,group)
 


Edited by DBlank - 16 Apr 2013 at 10:09am
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swilfong
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Quote swilfong Replybullet Posted: 16 Apr 2013 at 10:13am
I have to say, this is wonderful.  Thank you very much :)
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