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Total formula

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golden1

Technical User
Sep 16, 2008
14
GB
Is it possible to create a formula to add up only visable records in a report?

I have supressed some records and want to add up only the amounts that are visable. When I add a summary, it adds all the amounts, whether they are supressed or not.

Or is it possible to create a summary based only on the visable records?

Many thanks

Eve
 
If you used group selection instead of suppression you could just insert a running total (with no special evaluation formula), but if you use suppression, you should insert a running total and in the evaluation section, choose use a formula->x+2 and enter the opposite of your suppression formula.

You might also be able to use a conditional formula, but it depends upon how you suppressed the records. For further help, show your suppression formula.

-LB
 
Thank you for your help with this.

The report is to show client bank accounts and total amounts held in each. I have used a suppression {LBALS.BDATE} <> {@MaxBalanceDate} to show only the most recent balance and not all the transactions. (The formula MaxBalanceDate is Maximum ({LBALS.BDATE},{LBALS.SUB_ACC}) The maximum date for each account.

Some of the accounts have a 0.00 balance and I do not want to show these on the report. Some clients have 2 accounts with one bank, one with a balance, and one with a 0.00 balance. I want to only show the accounts that have a balance.

Thanks

Eve
 
Use a running total with an evaluation formula of:

{LBALS.BDATE} = Maximum({LBALS.BDATE},{LBALS.SUB_ACC})

For display, why not just eliminate the 0 balance records in your record selection formula?

{table.acct} <> 0

-LB
 
Thank you for your help.

If i elimiate the 0 balance records in the record selection formula, it then shows the previous balance, which is wrong as I only want the most recent balance.

This seems to happen whatever I try...
 
Change your group selection to:

{LBALS.BDATE} = Maximum({LBALS.BDATE},{LBALS.SUB_ACC}) and
{table.acct} <> 0

This should meet your requirements.

-LB
 
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