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Balance brought forward problem

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alie123

Technical User
Apr 6, 2005
24
GB
Hi All

This is going to be alittle bit difficult to explain, but essentially I'm using CR 8.5 to build a report for an accounts system. The main report shows a balance sheet and lists the totals for various nominal codes, the user can then highlight an amount and drill down into each nominal code's history which is done via an ondemand subreport. The details of the selected nominal code and the period range that the user has selected in the balance sheet is passed to the subreport through parameters.

The ondemand subreport is grouped in a way that each nominal line entry in the accounts system is grouped together by transaction reference so that the details of each transactions are together and this sorted in ascending order for the nominal code number. The header of the group then includes a summary of any nominal codes that match the selected nominal code and this is shown in the group header whilst the details of the transaction are suppressed and can be drill down into if the user wishes to see every line of the transaction.

The difficulty I am now having is that I need the subreport to show at the top of the group header of the nominal listing the balance brought forward. Because the user can select which periods they wish to select I have a formula which will add all the previous periods together, this is fine, however the difficulty for me is getting the formula to work with the nominal code that has been selected and passed as a parameter by the user rather than the first nominal code of the first nominal entry in the first transaction (which is first level of grouping). Ideally the order of the grouping for the transactions needs to stay as it is, and I don't believe you can create a grouping based on a parameter value.

1) Does anyone have any ideas how I can do this? is there a way to work around this?

2) I wish to use the subreport again and pass a different set of parameters to it so I saved the subreport and gave it another name. When I re-import the subreport, although I saved it as another name, the name of the report that is shown in main report (and hence gets passed as the reports capation) is exactly the same as before. Does anyone know how to change this. It seems the preview tabs of ondemand subreports can't show different values.
 
YOu can create a group indirectly on a Parameter.

For example I often use them to change a group. eg I create a parameter called Manager with two default values Account Manager or Area Manager.

In my report I create a manager formula

If {?Parameter} = "Account Manager" the {AccMgrField} else
{AreaMgrField}

You could do same create param in main and subreport, so that it gets passed down. Then create a formula based upon that parameter. Provided it is not a runtime it will be avialable for you to group on.

Hope this helps

Ian
 
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