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SubSummaries


Oldfogey
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I know this is easy!

I have a file of employee weekly attendance/time records, sorted by Week within Employee name. There can be multiple records for the same employee in a week (Annual Leave, Sick Leave, actual work, etc.)

I have a report summarised by Week and then Employee.

Now to the easy bit. For Annual Leave, an employee accrues a certain amount each week, might or might not take some of it, leaving a balance.

Each Week subsummary shows Total Accrued, Total Taken, Balance. Problem is these figures apply only for the week. I want the same figures for year to date.

Running Total doesn't work nor do the other weird and shonky thngs I've tried.

In a nutshell, I want an intermediate subsummary by employee.

Anu suggestions?

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Thanks to CyborgSam setting me off on self-joins, I've solved this.

The key (pun intended) is to use a value list of weekending dates, based on a self-join. Then set another field (NewList) to only the dates less than or equal to the current record's W/E date. Set up another self-join using NewList and then collect the Annual Leave, Sick Leave, etc. figures.

I knew it was easy!

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