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Sum Totals on distinct

Hello.

I have a report which shows me invoices with details and the total of each invoice. I am grouping by invoice number as per below example

Invoice # Item Position Invoice Total

(Detail) 1 1 100

1 2 100

GF1

(Detail) 2 1 150

2 2 150

What I would like to achieve here is to Subtotal on each group the Invoice Total, however I cannot sum Invoice Total as it would be incorrect. Invoice 1 Total is 100 and Invoice 2 Total is 150, however both show twice on details section as each invoice has 2 items listed.

Below is the output I would like to achieve.

I think a formula would be best as then I could use the output values for further formulas

Invoice # Item Position Invoice Total

(Detail) 1 1 100

1 2 100

GF1 SubTotal 100

(Detail) 2 1 150

2 2 150

SubTotal 150

Total 250

Regards,

Fraser

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1 Answer

  • Posted on Jul 29, 2016 at 08:17 AM

    Hi Fraser,

    Here's what you need to do:

    1) To display the subtotal on the Group Footer, simply drag and drop the 'Invoice Total' field on the Group Footer.

    2) To display the Grand Total, go to the Field Explorer > Right-click Running Total Fields > New.

    Use the Invoice Total field as the 'Field to Summarize' and set its summary function to 'sum'.

    Under 'Evaluate', choose 'On Change of Group' and select the Invoice# Group Field from the drop-down.

    Under 'Reset', select Never.

    Drag and drop the Running Total on the Report Footer.

    -Abhilash

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