I'm creating another report and have run into the following issue: Two of the fields I'm using are INV TOTAL - YTD and TOTAL DOLLAR VALUE (of the last invoice). Let's say, I have a customer called WINNER. In this report, I have 10 lines for this customer that all show $11,760 in the INV TOTAL -YTD column. If I select the INV TOTAL - YTD field using the SET SORT ORDER and then click on the SUMMARIZE button, GridView properly summarizes it by displaying $11,760 as the total sum.
However, if I set the search order any other column (e.g. the TOTAL ORDER VALUE column) and click on the SUMMARIZE button, the INV TOTAL - YTD column suddenly adds up those $11,760 however many times it appears in the list in this case 10 times) and I end up with a sum of $117,600 - which is obviously wrong.
How do I get around or fix this? In my opinion, GridView should 'know' that any YTD, LY, PTD like column should only count once.

Another question along those same lines is this: Is there a way to say I want to get (sub)totals for certain columns and not for others? Would I have to use Crystal reports for something like that?

Thanks much!

Andre

Hello Andre,

The problem is that the master file (which contains the YTD figures) is being read (and totalled) for each transaction. I think you'll find that Average on those columns will result in the correct total being displayed.

BTW - Summary figures are shown for those columns that have totals (or averages) set for the column. If you don't want them summarized (or the numbers aren't meaningful) then turn off the column total.

Also, as an aside, when I here someone talking about various subtotals and totals, I'd normally recommend Crystal over GridView. GridView is designed to handle fast, on screen inquiries, where the numbers are moe important than the presentation.

Thanks, Andrew. I think this is another report we'll have to recreate in Crystal Reports. The 'Average' suggestion won't really work for us since we'll have mutiple customers listed in this report - each with different YTD numbers. If I select to display the average for that column, it's going to give me the average for all the customer's YTD figures. We don't have any use for that number.
I guess you're correct: gridView is good for a quick and dirty look at the numbers. For more sophisticated reports, Crystal is probably the way to go.

thanks again.

Andre

Hi Andre

Actually Andrew's idea about using Average will work - give it a try and you'll see. It computes the average per customer (or whatever field you summarize on), not the average for all customers.

Steve

Hi Steve:

It still wouldn't work. I may have a customer called ABC with 2 orders (e.g. $2000 and $2400) and 4 line items each. If I were to summarize by customer, I would get an average of $2200 and not the total dollar amount ($4400) for that customer.
If I were to summarize by order number, I would get the correct average numbers ($2000 & $2400), but then I would still have to manually add up both to get the total for that particular customer. Does this make sense?

Andre

Hello Andre,

I was suggesting you select "Average" for the YTD sales column and "Total" for the Order Amount column.

Make sense?

Hi Andrew:

Thanks! I thought that setting (under EDIT, DEFAULTS) applies to the entire view. How do I set this for each individual column?

Andre

Hi Andre,

Right Mouse click on the column heading and select the summary operation you want on that column (Total, Min, Max, Average).

Got it. Thanks!

Andre

Andrew: Is it possible to upload screenshots? I followed your suggestion and set the YTD column to display the 'average'. That part works. However, I can't use 'Total' for the 'Total Order/Dollar Value' column because that adds up several lines - all with the same dollar amount, all with the same order number. So, instead of showing me '$1603.40' for this customer and his one order number, it shows me six times $1603.40 and a total of $9620.40. The order number is the same for each one of the $1603.40 lines.
I can't change this to display the 'average' amount either because I have customers with more than one order. In that case, I may have five lines with, say, $1000 as the Total Order Value for Order # 100 and another 6 lines with $1500 as the Total Order Value for Order # 101 (all just examples). If I were to use average in that example, it would give me the average of those two order amounts - not the sum of the two. if I were to select 'Total', it would multiply $1000 by 5, mulitply $1500 by 6 and give me that sum of that. Neither is what I want/need.

Anyway, a screenshot would maybe better show what I'm trying to say. Please let me know. Thx,

Andre