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Claris Engage 2025 - March 25-26 Austin Texas ×

Sub-summary problem


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Posted

Oooo-kay, here I go again!

I'm working on an expenses db currently.

For report purposes, I want it to look like this:

[Category]

[sub-category]

[individual entries]

.

.

.

(etc.)

[sub-category] total: [total by sub-c.]

[next Sub-category]

[individual entries]

[next Sub-category] total: [total by sub-c.]

(and so forth... followed by:)

[Category] total: [total by Category]

(and then at the very bottom:)

Grand Total: [total of all items]

I'm attaching the db in question, so some smart person can take a look at it. The thing that's throwing me is that *sometimes* I get a Sub-category total, and sometimes I don't. This is more puzzling to me than if they didn't show up at all. I know the data's a little rough, there will be some editing to resolve category problems for indiv items. I don't think that should be affecting the way the subtotals are displaying...?

Any help would be gratefully appreciated!

expenses.fp7.zip

Posted

Your explanation was a bit weird. However, I downloaded the file and was able to modify it to what I thought you may have wanted to design. I based myself on the logic of what you wanted to report.

You can look at the file to see what I modified. Basically added a sub-summary part, and only used one summary field based on the Amount Total field you had specified.

The basic structure of your report would be this:

Category

Sub-Category

Items

Sub-Category

Category

Trailing Grand Summary

PS: You also made a mistake on a Sub-summary part. You specified it to sort by the Category field and you placed a Sub-category field on your layout. I think this is what was causing the behavior you mentioned.

expenses_modified.fp7.zip

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