Totals for certain criteria only

[JRandallC]

I have a report of portfolios, and the accounts under that portfolio. Each account has an account type code, which is a number representing the type of account. Some numbers represent loans, and other numbers represent deposit account. (i.e. 1, 2, and 3 are deposits; 4, 5, and 6 and loans). How can I calculate a total for each portfolio for just the loan acct types and another total for just the deposit portfolios.
It sounded easy enough when I said "Sure, I can do that." But I'm having trouble getting Cognos Impromput Series 7 to total just for specified numbers under a portfolio. Thanks in advance.

Randall

 

[GJParker]

Try creating an account types field manually first of all i.e.

if accounttype in ('1','2','3') then("Loan&quotelse("Deposit&quot
you can then use this field to group your report and calculate your totals

hope this helps Gary Parker
Systems Support Analyst