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elroydotnet
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Quote elroydotnet Replybullet Topic: Custom Grouping and sum with specific postition
    Posted: 03 Feb 2009 at 11:38pm

Hi everyone

I have a problem that I'm sure there are simple ways of achieving what I want, I just can't seem to get it
My report this time round is a financial statement, and my dataset that I have looks like this:

Group Code Group Description Account Description Amount
INTEREST Interest Call Account 52355
INTEREST Interest Bank Account 29316.7
INTEREST Interest Interest Account 108044
INTEREST Interest Capital Account 128.78
DIVREC Dividends  ABC Fund 15898.9
EXPENSES Less Expenses Collection Fees -14073
EXPENSES Less Expenses Administration Fees -19222
EXPENSES Less Expenses Consulting Fees -409.17
INCDIST Income Distributed Income Distributed -11000

Now I have my report displaying exactly what I want, with a Grouping on GroupCode and a sum on Amount per group.

Interest   189844.84
Call Account 52355.01  
Bank Account 29316.66  
Interest Account 108044.39  
Capital Account 128.78  
 
    
Dividends Received
   15898.85
ABC Fund 15898.85  
 
    
Less Expenses   -33704.35
Collection Fees -14072.88  
Administration Fees -19222.3  
Consulting Fees -409.17  
 
    
Income Distributed   -11000
Income Distributed -11000  
 
    
Income as at 2009/02/01
 161039.34
 
My problem is that I need to insert custom group and summary totals for certain groups, and even more taxing is that these items MUST appear in specific places, see below:
Gross Income = Interest + Dividends Received
Net Income = Gross Income - Expenses

Interest   189844.84
Call Account 52355.01  
Bank Account 29316.66  
Interest Account 108044.39  
Capital Account 128.78  
 
    
Dividends Received
   15898.85
ABC Fund 15898.85  
     
Gross Income   205743.69
 
    
Less Expenses   -33704.35
Collection Fees -14072.88  
Administration Fees -19222.3  
Consulting Fees -409.17  
 
    
Net Income Earned   172039.34
     
Income Distributed   -11000
Income Distributed -11000  
 
    
Income as at 2009/02/01
 161039.34


I'm sure that I need to use extra grouping with a formula on top of the grouping that I have, but I have no idea how to implement it; I'm a CR Newbie.
Oh, almost forgot, its a ASP.net app using VS2005 and CR.
Any help would be greatly appreciated.
Thanx E.
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lockwelle
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Quote lockwelle Replybullet Posted: 04 Feb 2009 at 6:15am
If you are getting the data via a stored proc or view, you could modify it to give a new column grouping value, otherwise I would create a formula that groups the data together based on the group code, say 1 for gross,  2 for net, 3 for other.  then you could create formula as to what description to display for the group, and you could put that in the group footer, and finally you could suppress the group footer for other, since one is not on the mock up.  this 'new group' would be one level up from group code, since several group codes make up the new group.
 
this could be a maintence headache if the group codes change as that would mean either the report or the view.
 
Hope this helps
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elroydotnet
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Quote elroydotnet Replybullet Posted: 04 Feb 2009 at 7:52am
Thanx for the reply, I will be following your advice in adding another group level in the stored proc.
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