Split up subtotal for a Grand Total

[gvenkat]

Hi,

I need to split up the grand total into different sub-totals for every month. The idea is to get the grand total for every month of the year. From that, to get the subtotal for each and every payment method as well as for each and every category of sales like software, hardware, etc.. To be more specific, I have given the format of the layout.

Ex: The layout should look like the one below

Grand Total Sales = 10000

For Month JULY 2002

Split up by Payment method

Total Sales by payment number 1 = 2000

Total Sales by payment number 2 = 2000

Total Sales by payment number 3 = 6000

Split up by category

Total Sales for Hardware = 6000

Total Sales for Software = 2000

Total Sales for Cables = 2000

I am not well versed in FMP and would like to solve this and so I need your kind support on the same. Please give a much-detailed solution.

Thanx and any help is highly appreciated.

Venkat

[Kurt Knippel]

What you are really asking for is the following:

Leading Grand Summary

Sub-Summary by Payment Method

Sub-Summary by Category

The problems comes in that in order to get those two sets of sub-summaries you need to have two sets of records.

Probably the best method to do this would be to have a seperate reporting file, where you import all the records for the month, and set a SummaryType field as "Payment Method", then import them again and set the SummaryType as "Category".

You would then setup the sub-summaries by SummaryType and RecordType (which would contain the Payment Method or Category data).

So you would have records like:

SummaryType RecordType Total

Payment Check 1500

Payment Credit 500

Payment Check 100

Payment Check 250

Payment Cash 15

Payment Cash 75

Category Hardware 1500

Category Software 500

Category Hardware 100

Category Hardware 250

Category Cables 15

Category Software 75

Once sorted and summariezed you would get the report that you are looking for.