4 Replies Latest reply on Feb 17, 2017 7:11 PM by philmodjunk

    Summary Field: Running Total or NO Running Total?

    ezeitgeist

      Super simple question that I can't seem to find a simple explanation. If I am using a summary field, and "Total of" (in this case a Cost field in the record). What is the difference in checking "Running Total" vs not having it checked?

        • 1. Re: Summary Field: Running Total or NO Running Total?
          Philip_Jaffe

          If you sort by a break field (say a category field for example) and  you do not check "Running total" the summary field when placed on the sub-summary part will total the records in that category.  If you check running total, the summary field will add the previous totals to the current category.

           

          So w/o running total you might get:

           

          CA

          rec 1     5

          rec 2     4

          rec 3     1

          Summary = 10

           

          AL

          rec 4      3

          rec 5      2

          Summary = 5

           

          NY

          rec 6     1

          rec 7     5

          Summary = 6

           

          With Running total checked your summaries would look like this:

           

          CA

          Summary = 10

          AL

          Summary = 15

          NY

          Summary = 21

          • 2. Re: Summary Field: Running Total or NO Running Total?
            philmodjunk

            With Running total checked your summaries would look like this:

            Unless you select the "Restart total when grouped by" option. And running total summaries can be useful when placed in the body part of such a summary report

             

            CA                          Group by State               Running total no "group by" option

            rec 1     5                 Summary = 5                 5

            rec 2     4                 Summary = 9                 9

            rec 3     1                 Summary = 10               10

             

            AL

            rec 4      3               Summary = 3                 13

            rec 5      2               Summary = 5                 15

             

            NY

            rec 6     1                Summary = 1               16

            rec 7     5                Summary = 6                21

            • 3. Re: Summary Field: Running Total or NO Running Total?
              ezeitgeist

              So I'm just doing a single row filtered portal to total different items in a date range. I am filtering by date range and a specific category field.

               

              Do I need it checked? Do I need "restart total when ..."? Does it matter in this case?

              • 4. Re: Summary Field: Running Total or NO Running Total?
                philmodjunk

                You just need a summary, there's no "running total" in what you describe.