"Amount" has tax applicable defined by Value List ("Yes"/"No"). I am trying to sort by "Tax Applicable" (taxable and non-taxable). Data is in another table so i have included a "Sum" part to the calculation. Tax Applicable with Subtotal, tax, and Total; Not Tax Applicable; and then a Grand Total for everything.

I have tried this type of calculation:

If ( Tax Applicable="Yes" ; Sum ( Amount );0 )

and in another field:

If ( Tax Applicable="No" ; Sum ( Amount );0 )

It doesn't work.

Any ideas? Thanks.

I don't understand your question - esp. the part about data being in another table. Why can't you sort by the 'Tax Applicable' field directly? If - as it seems - you also want to show a separate sub-summary value for each group, you should use a summary field defined as Total of Amount, and place it in a sub-summary part (when sorted by Tax Applicable), as well as in the Grand Summary part.

If you're trying to calculate sums of related data, you may want to calculate or auto-enter the amount into separate fields in the related table. E.g.:

If ( Tax Applicable="Yes" ; ( Amount ) )

So in the parent table, your calcs would look like:

Sum( TaxableAmount )

and in another field

Sum( NontaxableAmount )

Fitch, you are an incredible imaginary friend. Your solution works fabulously! Thanks so much.

I suppose this is kinda what you were getting at Comment. My next step is to make it all work in a report setup with all of that summary stuff.

 

Thanks again. You made my day!