Sum of 1 Item in a group.

[SDS100UK]

Hi,

I have a report that tells me how many insurance quotes have been given by adviser by each day.

There are a number of permutations like with £50 excess or £100 excess etc etc, so the system generates the premiums for all permutations.

There is a field that tells me which permutation the customer picked.

All I want to do is sum the premium field that has been accepted. I do need to see all the other records that are not accepted though, for other reasons.

This sounds so simple.....yet I am at the point of pulling my hair out!!!

Please can some one stop me from going bald!!!!

Many thanks in advance

Steven

 

[Reebo99]

OK, i'd create a group based on the permutations field then click on the premium field, goto Insert > Summary, then choose sum based on the permutation group.

This will give you a group based on £50 excess with a total of the premiums for this premutation at the bottom of the group.

Hope this helps.
Reebo
Scotland (Going mad in the mist!)

 

[IdoMillet]

Create a formula such as:
-------------------------------------------------
IF {customer_picked} = "Yes" THEN {excess} ELSE 0
-------------------------------------------------
Then, Sum that field.

Note: this can be done in one step using a Running Total
with an Evaluate condition of {customer_picked} = "Yes"

Cheers,
- Ido CUT, Visual CUT, and DataLink Viewer:
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