summing up individual field values for a security

[junction123]

Hello,

I am using Crsytal 9.0 and SQL 12.x. I have a user request to sum up the Executed shares column for the same security. Currently I display the Executed Shares column by using the Insert -> Summary menu option. Wil this suffice or shiuld I also need to group by Security column? I need the following:

SecurityName ExecutedShares

Itochu Corp 93,000
Itochu Corp 37,000
Itochu Corp 304,000

TO SHOW AS

SecurityName ExecutedShares

Itochu Corp 434,000

Thanks in advance
junction123

 

[lbass]

Yes, insert a group on the security name column, and then insert a summary on the shares. Did you try this and have some problem?

-LB

 

[RobbieB]

If you want it summarized by Security Name you will need to create a group on your Security name and summary of executed shares in the field next to the security name

EX:

GrpHdr1 - Security Name 434,000
Detail section hidden or Supressed.

 

[junction123]

lbass/Robbie,

Thnaks for your help. I did group by security name and I also inserted a summary for the Executed Shares column. I can't tell whether the data changes because there are other columns in the report, for example:

BuySellCode Security Name Executed Shares
BUY Itochu Corp 93,000
SELL Itochu Corp 37,000
BUY Itochu Corp--AA 304,000

I am waiting on user feedback on whether the BS Code needs to be the same in addition to the security name like:
BuySellCode Security Name Executed Shares
BUY Itochu Corp 93,000
BUY Itochu Corp 37,000

would be

BuySellCode Security Name Executed Shares
BUY Itochu Corp 130,000
BUY Itochu Corp

Thanks
junction123