Total of some of the Subtotals?

[basquiat]

I've got a Income Statement report with a group called 'category' based on a account type code in the table;
I gave this group a 'specified order' and with a formula divided it into 4 Named Groups
Income, Expenses, Interest, and Tax;
Each group has a sub total and there is a grand total, which is the Net Profit After Tax;

It works fine up to here;
What I want to do now is insert another subtotal between 'Expenses' and 'Interest' called "Net Profit Before Interest and Tax" and then another one between 'Interest' and 'Tax' called "Net Profit before Tax";

How do I do that!?

I've tried inserting another group, including only Income and Expense accounts, and subtotaling that;
But dropping that subtotal in the footer obviously ends up displaying at the bottom of the report and not between Exp and Interest;

Any help would be much appreciated;

 

[lbass]

I think you could handle this by creating running totals, placing them in the existing group footers, and conditionally suppressing them so that they display in the correct group. For the income and expense subtotal, assuming you are summing some field {table.amt} which can be positive or negative, you would choose sum of {table.amt}, evaluate using a formula:

{table.category} in ["Income","Expense"]

Reset never. Place this in the category group footer, and then since you want this only to display after the expenses, right click on the running total->format field->common->suppress->x+2 and enter:

{table.category} <> "Expense"

You would do the same for the Net Profit before taxes, only adding "Interest" to your evaluation formula, and using this category as the criterion for suppression.

-LB

 

[basquiat]

Thank you, worked 100%;

 

[chelseatech]

An easier solution is several if.. then else formula to select just the Income, Expenses, etc. and then create a summary of those formulas. That will add up at each level correctly.

Running Totals are great, but only work properly in footer sections and are specific to each level.

Editor and Publisher of Crystal Clear

http://www.chelseatech.co.nz/pubs.htm