4 Replies Latest reply on Aug 26, 2014 9:02 AM by SydneyBlock

    Sub-summary for different company sectors

    SydneyBlock

      Title

      Sub-summary for different company sectors

      Post

           I'm having a little trouble basically creating "one report to rule them all."

            

           I want to set up my report like this:

      Engineering(Company Sector)

                Accounting(Department)

                                           Jane Doe(Name)                 AR Specialist(Title)                  $70,000.00(Salary)

                                           John Smith                            Accounts Payable                     $90,000.00

                                                                                      Department Total                   $160, 000.00

      Company Sector Total                                                                                          $000,000.00

                                                                            COMPANY GRAND TOTAL      $000,000,000.00

           What I am trying to achieve is individual department totals, a company sector total, and then a grand company total. What I have accomplished already is:

           - Getting the company sector to display correct departments

           -Summary field for Department total

            

        • 1. Re: Sub-summary for different company sectors
          philmodjunk

               "one report to rule them all." Isn't always possible and even if it is possible, it isn't always the best approach due to producing a complex layout that can be hard to maintain properly.

               But what you show looks like something that can be done with a summary report and properly defined sub summary layout parts.

               But the devil is always in the details. If you have a table with these values:

               Sector | Department | Name | Title | Salary | Salary Total (Summary Field)

               Then this report is very straight forward. Even if Sector and department data come from a related table, this can still work, but the Name, Title, Salary, Salary Total fields should come from the table on which you base this report layout.

               To get the results shown, you can set up you layout like this:

               ----<Print Above Sub summary layout part when sorted by Sector>----------
               [Sector Name Field Here]
               ---------<Print Above Sub Summary layout part when sorted by Department>------
                        [Department Name Here]
               ----------------------<Body>-----------------
                                     [Name ][Title][Salary] Here
               ----------<Print Below Sub Summary layout part when sorted by Departmetn>----
                                                        [Salary Total Here ]
               ----<Print Below Sub Summary Layout Part When sorted by Sector Here
                                                        [Salary Total Here]
               ----<Grand Summary Layout (Trailing)--------
                                                        [Salary Total Here ]

               Make sure to sort your records by Sector and then by Department to get the totals and subtotals shown in your example. Note that a single summary field is giving you a total for each department, each sector and then a grand total for all the records in your found set.

               For more on summary fields, see this old but still valid tutorial: Creating Filemaker Pro summary reports--Tutorial

          Caulkins Consulting, Home of Adventures In FileMaking

          • 2. Re: Sub-summary for different company sectors
            SydneyBlock

                 I would just like to thank you for all the help you've given me. Any problems or questions I have, I always look for your answers. I greatly appreciate your time and help dedicated to helping novice FileMaker developers like myself.

            • 3. Re: Sub-summary for different company sectors
              philmodjunk

                   @Sydney Could I use that last post to quote you on my FaceBook page? (Or you are welcome to comment on it yourself...)

              • 4. Re: Sub-summary for different company sectors
                SydneyBlock

                     You are more than welcome to!