How to add a subtotal to only 3 out of 4 accounts being grouped on a Balance Sheet

• hagermm2483

  Grasshopper

  Points: 13

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  April 26, 2016 at 1:11 pm

  #325887

  I'm creating a balance sheet and I can't get a subtotal for only three specific rows. When I add a subtotal it brings in a subtotal for all rows. For example,

  I have Row 1 as my Cash and Short-Term Investments.

  Row 2, 3, and 4 as my Accounts Receivable, Allowance for Uncollectible, and Allowance for Contractual Adjustments. How can I only add a subtotal to Rows 2,3, and 4 and not include Row 1? Does that make sense?

• Spiff

  SSCertifiable

  Points: 7826

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  April 27, 2016 at 2:20 am

  #1874871

  You can include a condition within your aggregate expression which will then be evaluated for each row being aggregated.

  E.g.

  =Sum(Iif(Fields!AccountType.Value = "Cash and Short-Term Investments", 0, Fields!Balance.Value))