Wednesday, March 28, 2012

RunningValue ?

I am having problems with the following -

this represents the dataset

Date

Customer

Voucher Number

Document Amount

Check Amount

7/15/2006

Company G

101

15.00

45.00

7/15/2006

Compnay G

101

25.00

45.00

7/15/2006

Compnay G

101

5.00

45.00

7/18/2006

Company A

102

35.00

35.00

7/25/2006

Company M

103

45.00

50.00

7/25/2006

Company M

103

15.00

50.00

This represents the final report

this is what I am getting

Date

Customer

Voucher Number

Document Amount

Check Amount

Check Amount

(Hidden)

Group 1 Header = Voucher Number

(Hidden)

Detail

7/15/2006

Company G

101

15.00

45.00

45.00

(Hidden)

Detail

7/15/2006

Company G

101

25.00

45.00

45.00

(Hidden)

Detail

7/15/2006

Company G

101

5.00

45.00

45.00

Group 1Footer

7/16/2006

Company G

45.00

45.00

135.00

(Hidden)

Group1Header = Voucher Number

(Hidden)

Detail

7/18/2006

Company A

102

35.00

35.00

35.00

Group 1 Footer

7/19/2006

Company A

35.00

35.00

35.00

(Hidden)

Group 1 Header = Voucher Number

(Hidden)

Detail

7/25/2006

Company M

103

45.00

50.00

50.00

(Hidden)

Detail

7/25/2006

Company M

103

15.00

50.00

50.00

Group 1 Footer

7/25/2006

Company M

103

60.00

50.00

100.00

Report Footer

Grand Total:

140.00

130.00

270.00

(I am using a table)

I can get the correct total for the Group 1 Footer Check Amount by dividing the Total by a count of the Voucher Numbers, but I have not been able to add the Group 1 totals of the Check Amount for the Grand Total in the footer. I have made various attempts using RunningValue with the Group 1 Check Amount Total field, but always getting a error - mostly that the scope was not correct.

Any suggestions will be appreciated.

Ok, so I solved my own problem. Maybe this will help you. I summed the Group 1 Footer cells with the correct Check Amount totals (45, 35,50) in a textbox in the Report Footer =Sum(ReportItems!CHEKTOTL_1.value). Voila! I was trying to make this way too complicated!|||

I am having the exact same problem and have tried about four different approaches without success.

Where are my CRW running totals?!

I my case it is cash receipts and applications (whereas your case appears to be payables).

How did you get your group 1 footer to get just the check amount. I have tried summing a iif(...) where only the first row of a check shows the value - and this did not work (cannot sum a calculation!). You indicate that you divided the total by the number of rows - would you mind showing the expression.

How then did you get this expression in the group 1 footer to be summed - I have all but givin up on runningvalue due to scope issues - this also killed my attempt at VBA code.

Thanks

Philip Neufeld

|||

Here is my solution. I hope my explanation makes sense.

I did some aggregating in the the SQL statement - summing the DocAmount and grouping by Voucher Number, Voucher Date, Check Total and Vendor.

My report is for multiple companies, so in the design portion I used a list data region sorted by company. Then I added a table, grouped by Company.

I put the Date, Voucher Number, Vendor, Voucher Amount and Check Amount in the detail rows of the table and summed the Voucher Amount and Check Total in the Table Summary row.

On the General tab of the table properties, I checked Insert a page break after this table and Fit table on one page if possible. When the report is exported to Excel, each company appears on a separate worksheet and the summaries also appear. That was another problem I was having with another solution I had devised - the totals appeared on my screen in the Reporting Manager, but apparently the formulas that I used to get the totals weren't exporting into Excel.

Hope this helps!

sjm

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