Tax Calculation

[ZippyT]

"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.

[comment]

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.

[Fitch]

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 )

[ZippyT]

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!