XML Publisher - Multi Level group totals, subtotals and grand totals

Question

Hi Experts,
I have a question in BI Publisher report in R12 Projects. The report has the following information: Project Parent Org -> Project Org -> Supervisor name(An employee who might be owning multiple projects)  -> Project -> Task -> Expenditure and Revenue amounts.
I am able to generate the RTF report considering the above hierarchy. I am able to list Expenditure, Revenue, profit margin and few other calculated fields in the report.
Now, user is looking for the total of the amount at various levels:
Task Level
Project Level
Supervisor Level
Project Org level
Parent Org level
In my Data Definition, I have data something like this:
<group name="G_PROJECT_DETAILS"  source="Q_PROJECT_DETAILS">
  <element name="PROJECT_TYPE"             value="PROJECT_TYPE"/>
  <element name="AREA"                     value="AREA"/>
  <element name="PARENT_ORG"                value="PARENT_ORG"/>
  <group name="G_SUPERVISOR_DETAILS"   source="Q_PROJECT_DETAILS">
  <element name="CHILD_ORG"                 value="CHILD_ORG"/>
  <element name="SUPERVISOR"           value="SUPERVISOR"/>
  <group name="G_DETAILS"  source="Q_PROJECT_DETAILS">
  <element name="PROJECT_TYPE"              value="PROJECT_TYPE"/>
  <element name="PRJ_NUMBER"                value="PRJ_NUMBER"/>
  <element name="CREW"                      value="CREW"/>
  <element name="TOTAL_REVENUE_YTD"         value="G_REVENUE_DETAILS.TOTAL_REVENUE_YTD_C"       function="SUM()"/>
  <element name="TOTAL_DIRECT_COST_YTD"     value="G_EXPENDITURE_DETAILS.TOTAL_DIRECT_COST_YTD_C"    function="SUM()"/>
  <element name="HOUR_YTD"                  value="G_EXPENDITURE_DETAILS.HOUR_YTD_C"       function="SUM()"/>
  <group name="G_REVENUE_DETAILS"  source="Q_REVENUE_DETAILS">
  <element name="TOTAL_REVENUE_YTD_C"         datatype="NUMBER" value="TOTAL_REVENUE_YTD"/>
  </group>
  <group name="G_EXPENDITURE_DETAILS"  source="Q_EXPENDITURE_DETAILS">
  <element name="TOTAL_DIRECT_COST_YTD_C"     datatype="NUMBER" value="TOTAL_DIRECT_COST_YTD"/>
  <element name="HOUR_YTD_C"                  datatype="NUMBER" value="HOUR_YTD" />
  </group>
  </group>
  </group>
</group>
I am trying to calculate SUM for 'TOTAL_REVENUE_YTD', 'TOTAL_DIRECT_COST_YTD' fields at a higher level (i.e. Child and Parent Org level containing multiple projects). I tried accessing them like
  <element name="TOTAL_REVENUE_YTD_C"         value="G_DETAILS.TOTAL_REVENUE_YTD"       function="SUM()"/>
  <element name="TOTAL_DIRECT_COST_YTD_C"     value="G_DETAILS.TOTAL_DIRECT_COST_YTD"    function="SUM()"/>
using the group name G_DETAILS. But, I am not able to get the sum of all entries (i.e. grand child of current group). I also tried using SUM() with <group1>.<group2>.elementname to get grand-total of all grand child. But, its not working.
Please suggest how to calculate totals for grand-child.
Thanks in advance
Rathnam

Answer 1

Try by creating a formula like this :
Whileprintingrecords;
Col1 + Col2 + Col3 + Col4