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nabilino
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   Posted: 19 Nov 2009 at 9:50am |
I have running totals summing up Deduction codes per employee for every month. Now, I want to display the YTD total somwhere to capture the ded code total YTD.
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DBlank
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Posted: 19 Nov 2009 at 11:15am |
So instead of using RTs can you group on Employee then group on Datefield set to per month then use
SUM(dedcode field,group2field) to get your month totals per worker
SUM(dedcode field,worker) to get your worker totals.
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nabilino
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Posted: 19 Nov 2009 at 12:43pm |
Good suggestion
I tried this formula:
sum({Command_1.DED-AMT},{Command_1.CHECK-DATE})
but I get there must be a group that matchs this field. Notice I created a group for both.
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DBlank
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Posted: 19 Nov 2009 at 12:59pm |
In your report design you will need to have your group1 set up on the employee then group 2 set up on Date set to per month.
Your SUM has to take into acount the per month portion :
sum({Command_1.DED-AMT},{Command_1.CHECK-DATE}, "monthly")
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nabilino
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Posted: 19 Nov 2009 at 1:26pm |
Well, I have to distinguish the Monthly total by DedCode as well. So that's why I think the running total would work better, that way I can set conditions to Sum the DED-AMT only when Month ({Command.CHECK-DATE})=4 for April, and Reset the total once the EMP group changes.
The
sum({Command_1.DED-AMT},{Command_1.CHECK-DATE}, "monthly") formula will give me the monthly total for ALL DED-CODES
so I'm back to the drawing board.
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DBlank
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Posted: 19 Nov 2009 at 1:28pm |
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just add another group (3rd one) on DEDCODE and do a sum there.
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nabilino
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Posted: 19 Nov 2009 at 1:48pm |
Ok that right there: Sum ({Command.DED-AMT},{Command.DED-CODE}) gave me the YTD Totals for my Ded Codes Amounts.
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nabilino
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Posted: 19 Nov 2009 at 2:53pm |
Originally posted by nabilino
Ok that right there: Sum ({Command.DED-AMT},{Command.DED-CODE}) gave me the YTD Totals for my Ded Codes Amounts.
Sorry I was wrong! This forumla calcuates one month's amounts only, not YTD.
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DBlank
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Posted: 19 Nov 2009 at 3:01pm |
Perhaps you grab and move group 3 up to group level 1 and this would addres ti but i am not sure...
Leaving your existing report aside, can you post a little sample row level data from your source and then an example of what you want the report to look like with all of the calculations?
I am having trouble visualizing the overall process you want to get to...
Edited by DBlank - 19 Nov 2009 at 3:02pm
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nabilino
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Posted: 19 Nov 2009 at 3:33pm |
DBlank- I found out somthing interesting..If I'm trying to sum 2 running totals that contain data using {RT1}+{RT2} it works, but if one or more are null, the Sum becomes null as well...wierd
What I would like to do is something like this:
DedCode Amt Jan Feb Mar ... YTD
PPO 50 100 150 50 ... 300
PPO1 10 10 20 10 ... 40
I have running totals calculating the monthly totals. This is how:
January Total
Field to Sum: Ded-Amt
Evaluate: Formula: Month ({Command.CHECK-DATE})=1
Reset: Group:DedCode
The part where I'm stuck is the YTD one.
Edited by nabilino - 19 Nov 2009 at 3:34pm
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