Order top down for a running total

HI Is it possible to do this. I have a running total for the amt column of the row. There is one group, the transaction code. is it possible to order the data according to the amount column from high to low?

hi Paul,
a group cannot unfortunately be sorted on anything that is considered whileprintingrecords...e.g. running totals, shared vars.
however, if this is a requirement then you can pass the sort criteria to a subreport and then use the subreport to display your data. the subreport is then sorted using this criteria (rolled up in a string running total) and the main report is suppressed.
as an example, have a look at the attachment...extract the contents and change the .txt extension to .rpt. there are some instructions on the report as to how to use the above technique.
your other choice is to create the report off of a Command object and create the running total in the command object.
SQL Expressions can sometimes be used (depending on your database) to bring in RT data but require a Select statement inside the expression which is unfortunately not supported. so a Command would be recommended should you wish to do this with SQL.
cheers,
jamie

Similar Messages

Item Transaction History Report - Calculation for creating 'Running Total'

Hello
Using Oracle Discoverer, we have written a report that pulls back all Inventory Transactions (by item number). This report lists both transactions IN (e.g. receipts into the store) and OUT (e.g. issues out from the store).
Our customer would like an additional column, to represent 'Running Total', to be added to the report. This column needs to capture the running 'On Hand Quantity' for the associated Item, as each transaction (both transactions IN and OUT of store) is displayed.
For example, if the initial/first transaction for an item was a Receipt of 500, then this column (on the first line) should display 500. If the second transaction for the item was an issue of 15, then this column (on the second line) should display 485. If the third transaction was for an issue of 50, then this column (on the third line) should display 435. If the fourth transaction was for a receipt of 20, then this column (on the fourth line) should display 455 etc etc
I'm not sure how I'd write a calculation to cater for this (within discoverer) - do you know if this is achievable? Any help would be much appreciated. This would be easy enough to do in Excel, but I'm a bit of a novice when it comes to discoverer(!)
Many thanks
Ross

Hi,
You can generally do this type of calculation using analytic functions. You would partition by the item number and order by the transaction date in the analytic function. You can use SUM function (with an order by) to get a running total of a column in the report. You can SUM a calculation containing a CASE statement which changes the OUT transactions to a negative number. The SUM function will start at zero, so you then can use FIRST_VALUE function to get the first value for the item which you could then add to the totals.
Rod West

How to create a running total formula for different calendar years

Hello everyone,
I am looking for some help in creating a running total formula for different calendar years in Oracle. This is what I currently have organized in the crosstab report: vertically I have the cities from our database organized, then horizontially have the following information for each city:
2006 /2007 /2008
Amount /Amount Spent /Unspent Amount Amount Recieved/Amount Spent /Unspent Amount Amount Recieved/Amount Spent/Unspent Amount
Recieved
I am trying to create a formula that will specify each calendar year. For example, I'd like to have a formula in 2007 which would total the: 2007= {2006 unspent amount + the unspent amount in 2007} and same for 2008= {2007 unspent amount + the unspent amount in 2008}. I hope this is clear, I have simplified the report into a basic interpretation of what i've been trying to accomplish.
Would anybody know if this is possible and how to approach this?
Really appreciate it! Thanks.
Alex

Hi,
you can try and define a running total as a calculation in the crosstab as:
sum(Unspent Amount) over (partition by city order by year)
i find the crosstab format comfusing sometime since the aggregation is auto applied.
I would start with a flat table and then "duplicate is as a cross tab"
for your running total you can sort the data by the city,year and get it to 3 lines for each city, for example:
city year Unspent Amount all other amount...
X 2007 10
X 2008 20
X 2009 30
Y 2007 5
Y 2008 15
Y 2009 25
then you can use a funtion to calculate the amount :
sum(Unspent Amount) over (partition by city order by year)
this is the sql i used just to check it:
SELECT city,year,"Unspent Amount"
,SUM("Unspent Amount") over (PARTITION BY city ORDER BY YEAR)
FROM (
SELECT 'X' city, 2007 YEAR, 10 "Unspent Amount" FROM dual UNION ALL
SELECT 'X', 2008 ,20 FROM dual UNION ALL
SELECT 'X', 2009 , 30 FROM dual UNION ALL
SELECT 'Y', 2007 , 5 FROM dual UNION ALL
SELECT 'Y', 2008 , 15 FROM dual UNION ALL
SELECT 'Y', 2009 , 25 FROM dual
Tamir

Running total and Next function in Crosstab

Clarifications on getting Next Running sum and count on a Crosstab Here is the example, which I am working on:Highlights of the Report:- Report is grouped on {Scenario Name}- Left side dates on any of the tables is {Version Date}- Dates on the top header on any of the tables is {Fsc Week End Dt}- Other formulae used in this report are:1) = ({Query1.Demand Qty})/100000Numerical values displayed in the "Original values" table.2) =if {Query1.Scenario Name} = 'DLYPRD:ASCP-PRD:PRD' THEN mid ({Query1.Scenario Name},13,3)ELSE mid ({Query1.Scenario Name},13,6)Second column with value PRD in any of the tables.3) {next qty} = if not onlastrecord then next({@ShortDemandQty}) else 0;(used in the "next values vertically" table)4) - running total to calculate horizontallyEvaluate - For each recordReset - On change of field: {Version Date}5) - running total to calculate vertically.Evaluate - For each recordReset - On change of field: {Fsc Week End Dt} In this report design, when I go and change the Sort order in the Record Sort Expert, some of the values go for a toss. I got two cases where the vertical values are correct in one case and horizontal values are correct in another case. First Case: Cumulative vertical values are correct.  Second Case: Cumulative horizontal values are correct.  Is there any way to consistisize both the horizontal and vertical running totals. I even tried forcing the evaluate & reset like below and clearing the record sort order, but it did not work: 1) - running total to calculate horizontallyEvaluate - On change of field: {Fsc Week End Dt}Reset - On change of field: {Version Date}2) - running total to calculate vertically.Evaluate - On change of field: {Version Date}Reset - On change of field: {Fsc Week End Dt} And one more observation on the running total, how it works in the crosstab is, the total runs likes a spiral rather than resetting at the column or row level. Is there any way to restrict this? 3) {next qty} = if not onlastrecord then next({@ShortDemandQty}) else 0;(used in the "next values vertically" table) For example, onlastrecord does not seem to work on the "next values vertically" crosstab, rather brings the record from the next column.For 3/7/2007 - 01/APR/07, the value is 157.84 which is incorrect and should be 0.I need to get a next on the running total. Next (fld) doesnot work for running totals. Please guide me, how to get the next values for the running total fields.

Post Author: redtop6683
CA Forum: Formula
Whoops I guess I should have mentioned that I've already tried using Sum and Round(Running Total, 2) and haven't had any luck.
I also should have mentioned that Groupings 1 and 2 are sums, and that Running Total is a running total that changes on every change of the grouping. There are 4 groupings.
Grouping 1 (Employee Name)
Grouping 1.1 (Shift)
Grouping 1.2.1 (Payroll Department Code)
Grouping 1.2.1.1 (Description)
Below these 4 groupings is where the running total is. The issue is that in the footer of grouping 1 is a field that sums the elapsed hours for the particular employee by each payroll department code, these are then summed using the running total. The issue is as stated in the earler post that I can round these individual sums on the groupings, but I get the number on my running total to round differently as you can see by the earlier post's example.
Thanks for the help.
~Jason

Running total across 2 grouping

Hi All
I have created a crystal report and i have 2 remaining issues that i just cant get around.
the report is basically about all the net stock position.
the report is based on a query..that links sales order to all target documents that originate from the sales orders, i.e...deliveries, invoices, returns, credit notes.
then i also brought in all the open purchase orders and the instock from the oitw
i then sumed up the lines so the sales order > Delivery > invoice > credit note > returns all shows in one line..and if there is a different unit of measure it will be another line for that sales order
the report is grouped:
 per warehouse
 per item
 per Sales Order Num
 per Item Unit of Measure
 per Line Num
1st issue:
in the selection criteria if the sales order is closed but if one of the delivery notes is open it should bring in the "whole set" not just the the open deliverys linked to the sales order.
this is because the delivered quantities adds up to the net position of the stock.
2nd issue:
I have to work out a net postion
formula: net stock = Oitw.instock + PO - remaining qty on sales order
I got the sales order as a negative
i used a running total formula, but it does not work if the sales order has more then one unit of measure.
whileprintingrecords;
If onfirstrecord or previous({Command.SO No.})<>{Command.SO No.} then
numbervar remain_bal:= remain_bal + {@QTY}
i tried to add another if statement..but does not work
whileprintingrecords;
If onfirstrecord or previous({Command.SO No.})<>{Command.SO No.} then
If onfirstrecord or previous({Command.SO Uom)<>{Command.SO Uom.} then
numbervar remain_bal:= remain_bal + {@QTY}
any help will be gladly welcomed..
thank you all
Jerusha

Hi Dave
Thank you very much for your feedback.
I have been using the base UoM, ie InvQty field.
my issues comes where i am grouping I am 1st grouping by sales order num, then by uom as the customer wants to see that as separate entries
Example:
SO Num Uom Qty InvQty
1 Bags 50 200
1 Bulk 100 100
This is the forumula for the running total:
If onfirstrecord or previous ({Command.SO No.}) <> ({Command.SO No.}) then
if ({Command.Doc Type}) = 'SO' then
 SO := SO + {@QTY}
However when i "print" my total and add it to the footer.. it will show 200 instead of 300.
Thanks
Jerusha

Running total with Layout Editor with BI Publisher 11g

Hello,
I'm trying to create a report with BI Publisher Layout Editor using the "running total" option. My XML looks like this:
<G_1>
<REGION>MZ</REGION>
<G_2>
<INVOICE_NB>1</INVOICE_NB>
<VALUE>1000</VALUE>
</G_2>
<G_2>
<INVOICE_NB>2</INVOICE_NB>
<VALUE>3000</VALUE>
</G_2>
</G_1>
and I want to insert in the layout a data table with this information:
|REGION | RUNNING TOTAL
|MZ | 1000
| | 4000
I inserted a new data table with the region and the value. I grouped the Region to the left (Grouping -> Group Left).
Then I selected the Value column and clicked on Formula -> Running Total, but nothing happened with this last step. Am i forgotting something? How can I display Running Totals on a Data Table with BI Publisher (using Layout editor and not RTF Templates)?
Thank you,
Josep

Use the following: Declare a variable before the loop: <?xdoxslt:set_variable($_XDOCTX, 'RTotVar', 0)?>
In your loop: Include the following code for your Running Total Column: <?xdoxslt:set_variable($_XDOCTX, 'RTotVar', xdoxslt:get_variable($_XDOCTX, 'RTotVar') + VALUE)?><?xdoxslt:get_variable($_XDOCTX, 'RTotVar')?>
For an example of the RTF : Look for the files under your local BI Publisher Desktop installation: BI Publisher Desktop\samples\RTF templates\Advanced\Running Total
Thanks,
Bipuser

How to Summarized Running Total and Formula ????

Post Author: ryan_r
CA Forum: Crystal Reports
Hi my name is Ryan, I want to ask something. I have build a report
that contains Running totals and Formula. What I want to do is I want
to use subtotal and Summary field for the running total and Formula,
but I can find the field when I click the dropdownlist in the Subtotal
dialog box or summary field for the running total and the formula. Is
there any way that I can use subtotal or summary field for Running
Totals and formula, I do need some help guys, Thanks. FYI: I use Visual Studio.NET 2003; ASP.NET(C#).regards

Post Author: ryan_r
CA Forum: Crystal Reports
Hi kcheeb, thanks for your advice but it doesn't work sorry. By the way maybe I can explain you more of twisted situation.I have updated my report,
so im not using runningtotals any more, I'm using summary field and
formula which are;-the summary field is "Sum of SuspenseVoucher.Realisation" located in Group Footer #3: SuspenseMstr.ProgramID-The formula is "@Balance_Formula" which contain:{SuspenseMstr.Budget}
- Sum ({SuspenseVoucher.PenggunaanBudget}, {SuspenseMstr.ProgramID})
also located in the same location as summary field above.FYI: I have three group records which are:-Group #1 : SuspenseMstr.APDate (Appearing in months e.g January 2007)-Group
#2 : programCategoryMstr.programCategoryID (doesn't have any objects I
just put some dashed line, the group is only for proper sorting)-Group #3: SuspenseMstr.ProgramIDwhat I want to do is:-in the Group Footer #3, I already put "Sum of SuspenseVoucher.Realisation" and "@Balance_formula"-in
the Group Footer #2, I want to put Summary of Budget but there's a
problem in here too, in the budget field there are some data are
conditionally suppressed. I already tried to put some summary field but
the summary operation wasn't like what I wanted. What I wanted was the
sum only evaluate the data that appeared in the report not the
suppressed, but in the summary the suppressed data keep evaluated. And
in this location I also want to put Summary of "Sum of
SuspenseVoucher.Realisation" and the Sum of the @Balance_formula.-
in the Group Footer #1, I want to add some Summary of "Sum of Budget"
(which I already explained that this operation has a problem) and I
also want to put the Sum of "Summary of Sum of
SuspenseVoucher.Realisation" and the Sum of "Sum of @Balance_formula"-And in the Report Footer I want to add some Grand Total from all of the evaluation above.So
there are my problems, quite much I would say. I hope this explanation
helping all of you guys to solve my problem, thanks for spending your
valuable time for me. This matter is really important for me 'cause I
want to learn something new from all of you experts as I'm still a
"toddler" in this situation and also because I work in this field, so a
BIG thank you for all of you guys out there. Best Regards.

Running Total (or) Moving Sum (or) Rollup using Date functions

I have to pass the Begin date and End date using prompt in my application (for daily basis for one month, monthly and yearly).
How can i use the date function for Rollup the days values(running total) for the below mentioned SQL
Table.Date field (@Prompt('Begin_Date','D',,mono,free) and @Prompt('End_Date','D',,mono,free)
@prompt automatically takes the begin date and end date.
I need the sql for rollup(running total) on daily basis for one month say jan 1 to jan 31.
Any idea?

Check the Oracle on-line documentation on the ROLLUP option of the GROUP BY clause. It should be able to give you running totals.

DeEscalation formula on a running total

I have a running total that is grouped by year. I need to test for each year and divide the total by a factor. I then need to string each year together. (each year gets a unique divisional factor). heres is what I have so far
whilereadingrecords;
if{TPHASE.DF_DATE}="2007" then
{#ActiveProjDet}/1.035
else false
this is comming up with errors
any thoughts for direction?

By looking at the formula that you have, it seems to me you'll be using the Running Total field in another formula at the Detail level of the report. You may have issues referencing a Running Total in the first Detail section of the group, if the Running total has not been processed...
First off, even if you change the runtime to WhilePrintingRecords, you may have a conflict or incorrect results. This is because by specifying this formula be processed in the 2nd pass at the same time that the Running Total has to be processed will not work.
It may sound like I'm coming from left field - so let me land.... My suggestion would be to create a manual running total - which gives you all the flexibility to do what you want with the fields in any section of the report...
I just scoured the web for manual running total examples and though I didn't find the exactly what I wanted (a good example from BusinessObjects itself), take a look at the following link. If you want to, you can search the BusinessObjects knowledgebase for
+manual running totals+
.. Once you master this technique, you'll overcome the limitation the regular (wizard) running total field.
http://vstoolsforum.com/blogs/crystal_reports/archive/2007/06/25/running-totals-in-crystal-reports-the-hard-way.aspx
Will
A better example of a Manual Running Total
https://boc.sdn.sap.com/node/19837
Edited by: Will Munji on Sep 11, 2008 12:16 AM

Running total as header formula

I am looking for a simpler, more general, or just plain better way to calculate a running total of a column of numbers, such that the running total cell is the sum of a number in the same row & a different column plus the cell just above it in the same column.
IOW, if the numbers column is H & the running total column is J, I could use =H5 + J4 in cell J5. In J6, I could use =H6 + J5, & so on. I can extend the formula downward without any problems, but I must make an exception for the first row of data: for instance, if row 2 is the first to have a number to include in the running total, then in J2 I must use =H2, since J1 is a header column.
This means I can't use a simple formula in a header column for the running total. (I want to do this because I will be adding rows as the table is used, & I want all the formulas to automatically be added to each new row.)
After trying a lot of functions, I finally came up with this one for the header formula:
=H + INDIRECT(ADDRESS(ROW()-1,COLUMN(),4))
It works, but I suspect there is an easier, more elegant, or more general formula that (for instance) won't break if I rearrange the columns in the spreadsheet.
Any comments would be appreciated.

Yvan,
Thank you for your comments, & for the formulas. I was hoping there was a simpler way to do this than with INDIRECT & ADDRESS, but apparently not.
In this particular spreadsheet, I do not need to worry about any blank values in column H because they are the results of a calculation that yields a number even if the row is otherwise blank.
The ISERROR clause does allow me to name the running total column since without it the formula would be trying to add a string to a number in row two. However, in this particular spreadsheet I do not need to name that column because it is hidden. (The running total number column is used in another column that formats it as part of a string that contains other conditional information.) In the interests of simplicity, I will not add the ISERROR clause to my formula in this spreadsheet but I will keep it in mind for use in other spreadsheets in which the column will not be hidden & needs to be named.
Of course, as an alternative I could just create the column name as an independent text object. Wherever possible, I tend to favor workarounds like that to reduce formula complexity.

Problems with running totals

I'm having some trouble getting the correct number when a drive has multiple incentives associated with the drive. And to explain as fully as I can, every drive has a projecture procedure count and when complete, a performed procedure count associated with the drive. And when a drive has an incentive assigned to it, I would like to count the drive's projected and performed procedure count to the incentive count. In the screen shot, there are five drives with four each having one incentive to the drive. The incentive count in which only one incentive is assigned to one drive is correct, but the Fandango pre-drive and post-drive counts are off because it is not counting the 12 and 15 that were collected on the bottom drive.
For my running total, I am summing the ProceduresPerformed field, evaluating on the change of field of DriveID (each drive) and reseting on the change of field for EquipmentID (each incentive has its own unique ID).
What would be the best way to handle drives with multiple incentives to get the correct count?

Hello DJ,
Let me see if I can explain more clearly to help you understand.
I think the most important thing is that each drive is unique and will have one projected procedure number and one performed procedure number. But each drive may have multiple incentives assigned to each drive. Where I run into trouble is when I have more than one incentive on a drive.
I'll try to illustrate below:
Drive
Projected
Performed
Incentive(s):
A
10
12
Movie Tickets
Gift Card
B
5
10
Movie Tickets
Beach Towel
C
20
25
Gift Card
Based on these entries, what I'm trying to have summarized should look like this:
Pre-Drive (Sum of Projected)
Post-Drive (Sum of Performed)
Movie Tickets
15
22
Gift Card
30
37
Beach Towel
5
10
So if an incentive is assigned to a drive, I would like to have all of the projected and performed numbers summarized that the particular incentive appears on. Hopefully this makes sense.
And one last screen shot here of a query I ran against the database to illustrate how a drive can have multiple incentives on the drive.

Running total for duplicate rows

Hi,
I am trying to write an sql which shows the running total for records which has duplicate. Please share any idea to get this.
sample rows:
col1 col2 col3
1      A    2
1      A    2
1      A    2
1      B    3
1      B    3
1      C    5
1      D    2
1      D    2o/p required:
col1 col2 col3 cumulative_tot
1      A    2       2
1      A    2       2
1      A    2       2
1      B    3       5
1      B    3       5
1      C    5       10
1      D    2       12
1      D    2       12

Hi,
Try this:
WITH A AS
select 1 col1, 'A' col2, 2 col3 from dual union all
select 1 col1, 'A' col2, 2 col3 from dual union all
select 1 col1, 'A' col2, 2 col3 from dual union all
select 1 col1, 'B' col2, 3 col3 from dual union all
select 1 col1, 'B' col2, 3 col3 from dual union all
select 1 col1, 'C' col2, 5 col3 from dual union all
select 1 col1, 'D' col2, 2 col3 from dual union all
select 1 col1, 'D' col2, 2 col3 from dual
,B AS
SELECT
A.*
,ROW_NUMBER() OVER (PARTITION BY COL1, COL2 ORDER BY 1) RN
FROM
A
SELECT
B.*
,SUM(CASE WHEN RN = 1 THEN COL3 ELSE 0 END) OVER ( ORDER BY COL1, COL2 ,RN ) cumulative_tot
FROM
B
COL1 COL2 COL3 RN CUMULATIVE_TOT
   1 A       2 1              2
   1 A       2 2              2
   1 A       2 3              2
   1 B       3 1              5
   1 B       3 2              5
   1 C       5 1             10
   1 D       2 1             12
   1 D       2 2             12
8 rows selected Regards,
Peter

Running Total for "cleared balance"

I want to produce query that will produce two running totals. The 1st once is straight forward and is 'Ledger Balance' - that is the balance after a particular transaction has taken place on that day. The Cleared Balance is the running total balance accounting for the value date of a transaction. For example a transaction for today, say $50 may be value dated tomorrow and hence is included in the Ledger Balance but would not appear in the Cleared balance until tomorrow.
Lets try and use some simple data:
TransactionsTable
Tran_ID     TranDate     ValueDate     Amount
1     01/02/2004     01/02/2004     50
2     01/02/2004     01/02/2004     25
3     01/02/2004     05/02/2004     30
4     01/02/2004     01/02/2004     55
5     02/02/2004     04/02/2004     11
6     02/02/2004     02/02/2004     23
7     02/02/2004     02/02/2004     33
8     02/02/2004     02/02/2004     47
9     04/02/2004     04/02/2004     10
10     07/02/2004     07/02/2004     5
StatementHistory
AC_No     Start_Date     End_Date     Opening_Ledger     Opening_Cleared
55     02/02/2004     02/02/2004     160          130
55     04/03/2004     04/02/2004     274          233
Assuming that the account opened on the 01/02/04 with a zero balance.
So for a daily statement on the 01/02/04, I'd expect to see the following Details
TranDate     ValueDate     Amount     Ledger Balance     Cleared Balance
01/02/2004     01/02/2004     50     50          50
01/02/2004     01/02/2004     25     75          75
01/02/2004     05/02/2004     30     105          75
01/02/2004     01/02/2004     55     160          130
So for a daily statement on the 02/02/04, I'd expect to see the following Details
TranDate     ValueDate     Amount     Ledger Balance     Cleared Balance
02/02/2004     04/02/2004     11     171          130
02/02/2004     02/02/2004     23     194          153
02/02/2004     02/02/2004     33     227          186
02/02/2004     02/02/2004     47     274          233
And skipping to the 04/02/04, I'd expect to see.
04/02/2004     04/02/2004     10     284          254
I can get the ledger balance using:
          sum(amount_to_account) OVER (PARTITION BY ac_no , trans_ID
          ORDER BY TranDate, trans_ID
          RANGE UNBOUNDED PRECEDING)
     + sh.Opening_Ledger
But I'm unsure how to get the Cleared balance as this need to access transaction inforation from a number of days previous (possibly up to 5 days allowing for maximum period for clearing a transaction).
Does anyone have an idea how to achive this?

Hi,
Try this:
WITH A AS
select 1 col1, 'A' col2, 2 col3 from dual union all
select 1 col1, 'A' col2, 2 col3 from dual union all
select 1 col1, 'A' col2, 2 col3 from dual union all
select 1 col1, 'B' col2, 3 col3 from dual union all
select 1 col1, 'B' col2, 3 col3 from dual union all
select 1 col1, 'C' col2, 5 col3 from dual union all
select 1 col1, 'D' col2, 2 col3 from dual union all
select 1 col1, 'D' col2, 2 col3 from dual
,B AS
SELECT
A.*
,ROW_NUMBER() OVER (PARTITION BY COL1, COL2 ORDER BY 1) RN
FROM
A
SELECT
B.*
,SUM(CASE WHEN RN = 1 THEN COL3 ELSE 0 END) OVER ( ORDER BY COL1, COL2 ,RN ) cumulative_tot
FROM
B
COL1 COL2 COL3 RN CUMULATIVE_TOT
   1 A       2 1              2
   1 A       2 2              2
   1 A       2 3              2
   1 B       3 1              5
   1 B       3 2              5
   1 C       5 1             10
   1 D       2 1             12
   1 D       2 2             12
8 rows selected Regards,
Peter

Running total for item availbe qty. from On Hand - SO + PO by promise date

I stuck with Balance(running total).
How to link item number with SO and PO?
Need daily item qty. available qty from "On Hand" Qty. + PO - SO by promise date and sort by ascending?
Item#    Order Date SO/PO   PromiseDate Qty   Bal.
AE01    08/01/08     OnHand                       20     20
            08/02/08     SO#1877   08/05/08       -3    17
            08/04/08     SO#2044   08/08/08       -6    11
            07/22/08     PO#632     08/10/08      10   21
Thanks.

create a group by promise date
2nd group by po#
put the fields either in the group or in the details
PO#, PO promise date, qty and SO#, SO promise date, qty then availability qty
manual running totals
create 3 formulas
1 reset
WHILEPRINTINGRECORDS;
NUMBERVAR ITEMLOC := 0;
place in the group header on what you want the total to reset by (po#)
1 calc
WHILEPRINTINGRECORDS;
NUMBERVAR ITEMLOC := ITEMLOC +(qty};
this gets placed where the calculate will take place (next to qty)
1 display
WHILEPRINTINGRECORDS;
NUMBERVAR ITEMLOC;
ITEMLOC
this gets placed in the group footer.
for each field that gets calculated by a group create 3 formulas for each
they need to have the same variable name to reference each other.
if you need to create a 2nd set to calc something else give that a new variable name.

Running totals help required. Total PartNumber when in Date Order / Group.

I am trying to create a shortages list of our order book for all our customers orders outstanding. I want a running total of the orders which works until I group the orders in date order, not PartNumber order. It needs to be in date order so the users has a priority order for jobs. What is the best ways to do a running total of the quantity required where the PartNumbers match but keep it in date order.

Hi,
Welcome you post on the forum.
Do you need query for one selectable PartNumber or all PartNumbers?
Thanks,
Gordon

Order top down for a running total

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