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.
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.
Well, I'm glad that it works! Thanks so much for your help. I'm sure you'll be hearing from me again!
You are welcome.
Great suggestion Doug. I've been following this today and thought that it could be using OR versus And but sounds like you have the answer. I've learned something today.
Changing the filter to "OR" should have worked?
Has to be related to the Container being a CSV file.
The first file that l was working with was an excel file (2013 version) but for some reason it was only able to bring 26000 rows where as the original file has over 288,000 rows. That's why I converted the file to CSV. Is there a type of file that works best with SI?