Grouping Question

[jilllawson]

I'm using CR 9.0 on wxp pro with SalesLogix Data. I have a report that is grouping by Project Manager and then by Project Comlexity (level 1, 2 or 3). For some reason there are some records being returned that I don't want on the report. I'd like the report to only return projects that have a complexity level of 1, 2 or 3. Then after that I want to setup a summary to show the total #'s of each complexity for each project manager.

Here is how I'd like the report to look, but am not sure how to get the totals to count right:


Jane Doe
complexity level 1
Pproject Name: Project Date:
project a 1/1/04
project b 1/5/04
TOTAL: 2
Complexity level 2
project a 1/15/04
project b 3/01/04
TOTOAL: 2
John Doe
complexity level 1
project a 2/12/04
TOTAL: 1

 

[synapsevampire]

Go to the Report->Edit Selection Formula->Record and place something like:

{table.complexity} in [1 to 3]

The data will be filtered to only those rows.

Then you can right click any field and select insert->summay->count to get counts.

-k

 

[jilllawson]

That formula worked great! Thanks.

One thing that is happening now is that the count don't seem to be resetting at each complexity level.

 

[faroe]

When setting up your count [Insert Summary], did you select Group #2: Complexity Level in the Summary Location?

 

[jilllawson]

Yes I did. It's counting but doesn't seem to be resetting on each change of project level complexity.

One quick thing I thought of though, will it count records even if they are suppressed? Maybe that's why I'm not getting the correct totals.

 

[lbass]

Yes, so you need to use running totals instead of inserted summaries. Use the running total expert and choose {table.project}, count, evaluate based on a formula->enter the opposite of your suppression criteria. Then reset on change of group (complexity). The running total must be placed in the group footer.

-LB