Topic: Rep group summary Posted: 24 Sep 2014 at 11:05am
Running CR 10 Pro
Got a report that shows profit totals for each sales person and breaks down by total -today and today +30. The math is correct, in that it appears to have the correct dollar amounts but it doesn't reset to 0 for each rep.
Calculation formula below is placed in the details section and the -T formula is placed in the GH for the rep.
What it is shows...
Rep Detail Profit -T Profit to 30
John D
40.00
60.00
50.00
100.00 50.00
----------------------------
Sally R
25.00
25.00
150.00 50.00
Sally R's totals should show "Profit -T"=50.00 and "to 30"=0.00 instead including the dollar amounts from the previous rep, should reset to zero before doing her calculations.
If Not IsNull ({tblOpportunities.EstimatedCloseDate}) then
If (DTSToDate ({tblOpportunities.EstimatedCloseDate}) < (Today))
then (L9PriorToToday := L9PriorToToday + {tblQuotes.Profit})
else If (DTSToDate ({tblOpportunities.EstimatedCloseDate}) <= (Today) + 31)
then (L9LessThan30 := L9LessThan30 + {tblQuotes.Profit})
Joined: 19 Dec 2008
Online Status: Offline
Posts: 9053
Posted: 10 Oct 2014 at 3:57am
place it anywhere in the group header.
It will reset your L9PriorToToday and L9LessThan30 to 0 in the header then on each detail section it starts to roll up again, then the next GH sets it back to zero and repeats.
you can even suppress it so it does not clutter your display
Ok thanks. I have four group headers and tried placing the formula in each of them as well as the detail and the GF section where the calculations are occurring to no avail.
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