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Subtotals by customer

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Brad Livesay

HI, does anyone know if i can subtotal a specific column by customer? I am trying to create rows 4 and 8 which are the subtotals for the above customers subtotaling on Outstanding Amount.

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    Ole Dyring

    Hi Brad,

    I am not sure I understand what you are trying to achieve. Will it be possible for you to export the above table to Excel and add the extra rows to create a mockup of the desired output, and then post a screenshot of the mockup?

    BR / Ole

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    Brad Livesay
    (Edited )

    sure. i want to add the highlighted rows which sums up the rows above it. example, the first hightlighted row sums up -5, -5, and 10 which would equal 0 and the same for the next section. our end game is to show which customers have an outstanding amount. each line represents a different invoice number

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    Ole Dyring

    Hi Brad,

    I am not sure I am getting the full picture. Has something been hidden in this crosstab? Does it contain an invoice number dimension as well?

    Normally, when having a crosstab with customers and invoice lines as two dimensions on the vertical axis, the standard subtotals should be able to handle what you are requesting - as in this example:

    BR / Ole

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    Brad Livesay

    ah i see, the original builder created a table not a crosstab. i'll mess aouund with it, thanks.

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    Brad Livesay
    (Edited )

    i managed to get closer to what i wanted. i was curious, i am a long time Crystal report user and used to the freedom of creating groupings and subtotals on a whim. with Targit, i have to show all. in reference to the screenshot, is it possible to remove or hide certain child subtotals? for example, i would like to hide/remove the invoice totals(A1,A2,andA3 totals). I've tried using the visibilty agent, but couldn't find an option for subtotals/totals.

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    Ole Dyring

    Hi Brad,

    I see that you now also introduced dates on the vertical axis of your crosstab, which requires a little additional fine tuning.

    I have created these three crosstabs. Crosstabs 2 and 3 are copies of Crosstab 1, but with slight modifications. Se explanations below.

    • Crosstab 1 is the original crosstab with Customer, Invoice No and Date dimensions on the vertical axis.
    • In Crosstab 2 I went to the client's 'Properties' panel on the left to work with 'Visibility'. I disabled the totals for the Date dimension.

    • In Crosstab 3 I furthermore right clicked the table to set 'Column totals after members'.

    I hope this is helpful to you.

    BR / Ole

     

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