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Showing Total sales amount for the customers

Hi,

I have another simple question that I cannot get it done correctly

My data is having customer types and their sales values. Customers types are 'Individual customers', 'Corporate customers' , 'agents customers', 'Frequent customers'. Each type has at least 100 hundred customers.

All what I am trying to show is

1. Sum of Sales value for all the customers except 'Agent customers'

2. Sum of sales value for Frequent customers

3. Sum of sales value of each customer type / total customers

I tried to group by the customers and their Sales. However, I do not know how to omit the 'Agent Customers' only or showing just one type of customer's sales value

i tried following code in the formula, but it just showing only one customer sales valus

numbervar i=0;

if {BAQReportResult.Customer.GroupCode}<>'AgentCust' then
WhileReadingRecords;
i:=i+{BAQReportResult.InvcHead.InvoiceAmt}

Please help me on this

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1 Answer

  • Best Answer
    Posted on May 03, 2012 at 08:01 PM

    Hi Rajeeshun,

    Although, this can be done using one single formula, here's a simpler way to do this:

    1) Group on Customer Type

    2) Create a running total with the following options:

    • Field to Summarize : Add the Sales field. I guess it is {BAQReportResult.InvcHead.InvoiceAmt}?

    • Under 'Evaluate' click on the formula button and use this formula:

    {BAQReportResult.Customer.GroupCode} <> 'AgentCust'

    • Reset should be set to 'Never'

    3) Place this Running Total on the details section and the Report Footer as well. This will give you the sum of sales for all customers except 'AgentCust'

    4) Create another running total to find the sum of 'Frequent Customers'. The options under Running total should be as follows:

    • Field to Summarize : Add the Sales field. I guess it is {BAQReportResult.InvcHead.InvoiceAmt}?

    • Under 'Evaluate' click on the formula button and use this formula:

    {BAQReportResult.Customer.GroupCode} = 'Frequent Customer'


    • Reset should be set to 'Never'

    5) Again, place this on the details section and the Report Footer

    6) To find the sum of all customers just create a summary.

    Go to Insert > Summary > Under Field to Summary choose {BAQReportResult.InvcHead.InvoiceAmt}.

    Under 'Calculate this Summary' choose 'sum' and choose Grand Total (Report Footer) as the location.

    Let me know how this goes!

    -Abhilash

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