Recursive Group Totals

  • How do you set up groups/totals for multiple time periods, such as Year, Quarter, Month to display something like this:

    Name_Yr__Qtr_____Mon___________________Amt

    Joe _____________Jan_____xxxx_xxxx_xxxxx_$100

    Joe _____________Feb_____xxxx_xxxx_xxxxx_$100

    Joe _____________Mar_____xxxx_xxxx_xxxxx_$100

    Joe ______Q1___________________________$300

    Joe _____________Apr_____xxxx_xxxx_xxxxx_$200

    Joe _____________May____xxxx_xxxx_xxxxx_$200

    Joe _____________Jun_____xxxx_xxxx_xxxxx_$200

    Joe ______Q2___________________________$600

    Joe _2010__

    Mary ...

    I don't seem to be able to get anything beyond 2 levels of grouping, e.g. Month and Name Totals... I tried adding Quarter as Parent, Child, and Adjacent group but it breaks/totals at the Name level, and not the Quarter level.

  • cliff.cotterill (9/15/2010)


    How do you set up groups/totals for multiple time periods, such as Year, Quarter, Month to display something like this:

    Name_Yr__Qtr_____Mon___________________Amt

    Joe _____________Jan_____xxxx_xxxx_xxxxx_$100

    Joe _____________Feb_____xxxx_xxxx_xxxxx_$100

    Joe _____________Mar_____xxxx_xxxx_xxxxx_$100

    Joe ______Q1___________________________$300

    Joe _____________Apr_____xxxx_xxxx_xxxxx_$200

    Joe _____________May____xxxx_xxxx_xxxxx_$200

    Joe _____________Jun_____xxxx_xxxx_xxxxx_$200

    Joe ______Q2___________________________$600

    Joe _2010__

    Mary ...

    I don't seem to be able to get anything beyond 2 levels of grouping, e.g. Month and Name Totals... I tried adding Quarter as Parent, Child, and Adjacent group but it breaks/totals at the Name level, and not the Quarter level.

    After you create the groups and name them, such as Quarter, Month, etc. and assuming you are doing a sum of a field, for example, sum(Fields!Sales.Value), in order to display the sum at each level you must specify which sum you want to render. For example, your sum would now look like

    =Sum(Fields!Sales.Value,"Quarter") Yes, you need the quotes and you would put this in the footer of each group.

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