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Data summary of group details

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MJV8198

Technical User
Oct 25, 2012
35
US
I have 2 sales rep groups, within each sales rep group there are 3 sales reps, each sales rep sells 4 different product categories.

Group 1 is the sales rep group
Group 2 is the sales rep
Group 3 is the product category.

I current have a report that properly groups the sales for each category under the sales rep, and the reps are properly grouped under the proper rep group.

I would like to have a summary of the sales of each product category for the group after the reps are listed. For example:

Rep Group A
Sales rep A1
Product category 1 10,000
Product category 2 15,000
Product category 3 20,000
Product category 4 25,000
Total 70,000

Sales rep A2
Product category 1 5,000
Product category 2 12,000
Product category 3 6,000
Product category 4 18,000
Total 41,000

this is what i am missing

Rep Group A
Product category 1 15,000
Product category 2 27,000
Product category 3 26,000
Product category 4 43,000
Total 111,000


Sorry if this is basic stuff and thank you for your help.
 
A couple of ways you could do this, being a Sub-report or Cross Tab. The Sub-report is not efficient as it would need a second pass of the database, so the Cross Tab is going to be better.

Insert the Cross Tab in GF1 with {Table.Product_Category} as the Row and the Summarised Field Sum of {Table.Sales_Value}.

Although not necessary, for consistency of appearance purposes, I would probably also replace your original group/summary structure with a Cross Tab, ie retain the Rep Group (group 1) but get rid of the other 2 groups and use a Cross Tab in GH1 to break down the Product Category by Sales Rep.

Hope this helps

Cheers
Pete
 
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