Thanks Tim,
I will look at both methods to see which will fit better for me.
Michael
On 22/08/2018 20:26, Tim Rude wrote:
2 methods come to mind:
(1) Add a hidden G9999::H (not ::C) field to your sales panel which
holds only the year. Your formula on this field (auto-calculated on any
change) will be 'year[PxFx]' where PxFx is the field number for your
sales date.
(Note: If you already have data in this panel, you'll need to export it
out, empty the panel, add the new field with the formula, and then
import the panel data back in.)
Then you can do a 2-level report based on this field to sort your sales
by year, using a report variable that's reset to 0 in each 2-level
header, increased by the sale amount in the report body, and outputs the
total in the 2-level footer.
--- OR ---
(2) To do it without modifying the database structure: Create a report
that goes through the sales panel records in date order. Designate a
report variable (say RV1) to hold the year being processed. Designate
another report variable (say RV2) to hold the total for each year. Start
the report with RV1=0 and RV2=0. When processing each entry in the
report body, have a formula check to see if year[PxFx] = rv1. If it
does, add the sale for this record to RV2 and continue. Otherwise, use a
virtual subreport linked to only the current record to print the total
for RV2, reset RV2 back to 0, update RV1 to the new year, and print the
new year heading.
Tim Rude
To me, the first method is better (even though it means tweaking the
structure) because it's more straight-forward. But the second method is
also workable, if slightly more convoluted.
On 8/22/2018 12:19 PM, Michael Iannantuoni wrote:
Although I still use DataPerfect regularly, I am using databases I
created a while ago so am rusty on doing new things!
I am trying to do something which I think should be very easy but am
stumped.
I have a sales panel containing an item description and a sales date.
I wish to write a report that will give me total sales for each year.
Any help greatly appreciated.
Michael
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