I am trying to filtered data so that I can get a sum. For example, I have a report that just have two columns (see diagram). I want to add up all the share codes that are "1" and get one total so that when I run the report I'll get a total amount for each share code. I know that I can create a pivot table but I'm trying to eliminate that step and have the report manager do that.
The 2nd part of the report is to compare these share code to the GL number in SAGE. Any help is appreciated and I hope this made sense.
I assume you are asking for Excel help? Have you looked at using the sumifs function in Excel?
Take a look here for some more explanation on various functions, including sumifs. https://www.excel-easy.com/functions/count-sum-functions.html
Thank you for the response but No. It's a SI question. I created a container via the Connector that contains all the data illustrated in the diagram. I then went to the Report Manager and created a report. And this is where I run into problems. In the column tab I designated the "SUM" to be the Aggregate Function for both columns.
In the Filter tab I created a filter that states that all rows with share code of "1" to give me one total , which it did.
the problem I have is that if I insert another filter it won't give me any data. For example, if I input a filter that states give me the total for all the amounts that have a share code of 2, it won't give any data at all. I was under the assumption that you can have more than one filter.
I was hoping that if I can make this work in SI because I want to add more things to this report. Hope this made more sense and thank you for your help.