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.
In the columns tab put the Sharecode in the 1st position and the Amt in the 2nd.
Only Sum the Amt field.
This should give you the totals for each shrcode.
For the filter below you said you set the filter to 2 and nothing showed. Is that the only filter or do you have the filter for 1 still there?
I get an error message when I "only sum the amt field"
I have two filters, one for share code 1 and the other for share code 2 and when I run the report I get no data. But when I have one filter it gives me the total just for the share code I select.
when you have 2 filters it defaults to "And". So if you have the 2 shrcode = 1, shrcode = 2 it will look for rows that have 1 AND 2.
you need to change it from "AND" to "OR".
Right Click on the 2nd filter and select Properties.
Check the Use "OR" Logic box and click OK.
See what that does.
It add both share code to give me one total.
So if you use 1 filter it works. i.e. filter = 1 shows the totals for 1 filter = 2 shows the totals for 2?
Correct. I only get one line with the total of both share code. I need to see two lines, one for filter 1 and one for filter 2.
How about making a Union Report?
Make a copy of the report.
One report has the filter = 1
The 2nd report has the filter equal 2.
Make a Union Report using the 2 as Sub Reports and have them both output to Sheet1 of the Union Report.
This should give you 2 rows one for 1 and another for 2.
Ok, I will try that and let you know. If not today, then Monday. Thanks!
It worked! I have 60 different share codes so is this the most efficient way of creating the report?
I work only with the Sage 100 product line and all of the suggestions I have given you work with the Sage 100 data. The logic should be the same working with any data so I have no idea why it doesn't work with your CSV file.
The Union Report is not the most efficient but it looks like it will work.