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Grouping, Totaling

Question asked by janslort on Sep 2, 2013
Latest reply on Sep 5, 2013 by philmodjunk


Grouping, Totaling & summarizing


     I have a problem coming up with a scheme to present and develop a report for a client.  He want's to have a report that shows the result of his sales in 4 main sements of his bakery business.  He wants to be able to expand each of the 4 main segments to itemize specific parts within each segment (5 to 8 items from a pick-list) so if he calls out 2 items from a list, the remaining 3 to 6 items show as a remeaining total of items that are not highlighted in detail. Can anyone suggest a framework or somewhere i can read how to do this?

     More details are shown below.


     Jan Slort




     Romelo's Bakery


     Baked Goods


                  <list a kind of cake from a pick list>                                                                                         312.00

                  <list another type of cake from the same pick list>                                                                  219.00

                  <add as many lines as there are kinds of cakes in the pick list if I want>                                190.00

                  <remaining Sum of the cakes not listed above>                                                                    1,379.00

                   Total Cakes                                                                                                                          $2,100.00



                     <list a kind of cookie from a pick list>                                                                                      720.00

                     <list another kind of cookie from the cookie pick list>                                                               245.0

                    <Add as many lines as there are other cookies on the pick list if I want>                                 175.00

                    <remaining sum of cookies not listed above>                                                                            563.00

                    Total Cookies                                                                                                                            1,703.00



                        <Add as many lines as there are kinds of baked goods on the pick list if I want>

                        <list other kinds of baked goods from their pick list>

                        <Add other baked goods from the chosen pick list>

                        <remaining sum of baked goods not listed above>

                         Total other baked goods                                                                                                           6,530.00


                <Remaining sum of kinds of baked goods not listed above>                                                           8,540.00


     Total Baked goods                                                                                                                                      $18,873.00


     Total Catering                                                                                                                                                14,900.00


     Total Beverages                                                                                                                                               7.300.00

     Grand Total Sales                                                                                                                                        $41,073.00


     Remelo wants to know the details of his sales, so he needs to have reports available of each item. His banker doesn't. Remelo wants to show the total of baked goods, and catering, and drinks for a grand sum of his sales for the week to his banker while allowing him to (drill down) expand any category to reveal the detail items for his own reports, enabling him to change the detail of which items as he chooses to highlight each week.


     Sample Pick lists:

Baked goods Cakes

     Cakes Angel food

     Cookies Devil food

     Bread Sheet

     Pastries Wedding towers

     Donuts Cup Cakes