3 Replies Latest reply on Aug 31, 2012 10:36 AM by BrianClemens

    Sorting (Sub-sorting)

    BrianClemens

      Title

      Sorting (Sub-sorting)

      Post

      So I have one screen that sorts based on a number that is generated when a date is in a certain field.

      On Order: shipped date is blank

      Inventory: shipped date is filled in, sold date is blank

      Sold: Sold date has a value.  I sort based on these fields as shown on the screen shot.

      How can I further break downthe "Sold" units so that they are grouped and summarized by year?

      I'm thinking that I would need a field to generate the year from the sold date field.  And then do a summary field based on that?  I only want to do this for the Sold grouping, I'd rather not have it separate the Inventory into separate years when they have inventory from multiple years.

      Screen_shot_2012-08-31_at_11.25.22_AM___8-31-12.png

        • 1. Re: Sorting (Sub-sorting)
          philmodjunk

          You are on the right track. A calculation field cYearSold defined as

          Year ( Sold date )

          will return the year, but only if there is a date in the sold date field.

          You can then add a sub summary layout part "when sorted by cYearSold" and include the cYearSold as the last field in your sort order.

          This will, however create one extra instance of this sub summary part for the "on order" and "Inventory" groups on your report layout. If you only place fields in this sub summary layout part that are empty in all cases except when Sold Date has data in it, you can set all these fields in this sub summary part to "slide up", "resize enclosing part" and the sub summary part will not be visible in those groups when you preview or print your report.

          • 2. Re: Sorting (Sub-sorting)
            BrianClemens

            I think I've done what you said. The only item I have in the sub summary part is "cYearSold".  I have also set it to slide up and resize. However the cSoldDate is showing up under every record in the solds units area instead of grouping them separately.

            • 3. Re: Sorting (Sub-sorting)
              BrianClemens

              Nevermind, I got it figured out.  I needed to change my sort orders a bit more.