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Former Member

How to sum amount in Group Header and show the result in Group Footer

Hi

I need your assistant and help in getting the sum of the amount field which is placed in the Group Header and to show the total in the Group Footer for each group. The report has twp groups, the first group is called the Account No. and the second group is called the Transaction No. In the details section, I was placing the Transaction No. and the @amount Formula, however due to duplicated in the result, I moved all the field which are in the details section to the Group Header 2 and I suppressed the details

The report look like below:

Group Header 1(Account No.)#: Account No.

Group Header 2 (Transaction No.)# Transaction No. @amount

Details

Group Footer 2#

Group Footer 1# Total

Now I am facing an issue is that I want to sum the @amount formula and to place the total in the Group Footer 1 for each Account. But, I am getting the duplicates calculated and the total will show wrong results and will add extra amounts. So how can I fix it. I tried to use running total, but it did not work So kindly assist

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2 Answers

  • Mar 14, 2017 at 01:27 PM

    Hi Mohammed,

    A Running total should work fine. Try this please:

    1. Right click 'Running Total Fields' > New. Use the Amount field as the 'Field to summarize'.

    2. Under 'Evaluate' choose 'On Change of Group' and select Group#2.

    3. Under 'Reset' choose 'On Change of Group' and select Group#1.

    4. Place the Running Total field on Group Footer #1.

    -Abhilash

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    • Former Member

      Thanks for your reply Abhilash

      I tried using the running the total but it showed me an incorrect result.

      I also tried to keep the 3 totals formulas, but it still gave me wrong result. The @amount formula has an if statement that it shows negative amount if the value is less than or equal zero

  • Mar 14, 2017 at 02:07 PM

    Could you post the Amount formula please?

    -Abhilash

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