Total "Select" Group Summarized Values

[icerubes]

Hi

Using Crystal 11 with ODBC access to Pervasive Database

Report structure is

#Group Header 1 - COA TYPE
#Group Header 2 - COA CODE
Details
#Group Footer 2 - summarized total of COA CODE
#Group Footer 1 - summarized total of each COA Type

#GROUP 1 - COA Type is categorised - Bank, Account Rec, Current Assets, Fixed Assets, Account Pay, Current Liab, Fixed Liab, Equity
#GROUP 2 - COA CODE

I have summarized totals for each COA Type listed in Group Footer 1

e.g. Bank $79,000
Account Rec $52,000
Current Assets $10,000
Fixed Assets $ 5,000
Account Pay $11,000
Current Liab $ 5,000
Fixed Liab $ 2,000
Equity $12,000

I need to sum the totals of not all of #group1 (COA Type) but a nominated selection of this group. A group within a group I guess
e.g TOTAL ASSETS (Bank + Account Rec + Current Assets + Fixed Assets)
TOTAL LIAB (Account Pay, Current Liab + Fixed Liab)
EQUITY (Equity)

How is this best calculated? Applying formula's in the Group Footer#1 is splitting values into their individual COA Type ;/

Thanks for you help in advance. Let me know if you need any additional info

 

[IanWaterman]

Create a formula

@TOTAL ASSETS
if coaType in [Bank + Account Rec + Current Assets + Fixed Assets] then valuefield else 0
Do same for Liabs etc

Then just sum this formula in report footer

Ian

 

[icerubes]

Thanks Ian

If possible I need total values at base of calculation grouping.
E.g
Bank. XX
Accounts rec. XX
Current assets. XX
Fixed assets. XX

TOTAL ASSETS. XXX

Accounts pay. XX
Current liab

TOTAL LIABILITES XXX

Equity. XX

TOTAl EQUITY. XXX

Is this possible?

Thanks in advance

 

[pmax9999]

As a starting point, I would introduce a new Group (as Group 1) based on a formula that categorised every account as Asset, Liability, Equity (in fact I would be surprised if such categorisation is not already included in the database). This would obviously require pushing existing groups down a level (ie G1 becomes G2 and G2 becomes G3 etc).

This approach has the added benefit of keeping the accounts together in there relative categories and, depending on the structure of the report will probably allow you to use simple Summaries to provide the totals.

Hope this helps.

Cheers
Pete.