I want to obtain a running sum in query. I'm using the following running sum formula
RunningSum: CCur(Nz(DSum("[Debit]","[Debit]","[CustomerID] =" & [CustomerID] & " AND [vDate] < " & [vDate] & "")))
But it is not working. My purpose is to obtain sum of Debit for all smaller than the current date field, something like this,
http://i.stack.imgur.com/0qoO7.jpg
After going through different threads, I could not find any solution for my problem. I don't know that how I can get the sum of older debit amounts if there is duplicate date.
I think the easiest thing will be to just refer to running sums for all the controls you want to add. For example "31 to 60 Days" is text29 on your report. Create a hidden control called, say, R31to60 and set to Running sum over group, then in the footer, put a text box and set the control source to:
=[R31to60]
It will show the last value for the running sum, that is, the total.
In design view, the highlight shows the running sum control and total. The control can be shrunk down and hidden.
In report view you can see the "total" field shows the last value for running sum.
Related
Here I am, again with another doubt.
Here is my problem:
I have a report where I show ALL the incomes and expenses of the company for the last two days, which i managed by placing a column group grouping the columns by the date
Originally, the report contained a single matrix with both incomes and expenses fed by a dataset that points to the company cube applying the following filter expression
=IIF(Fields!Fecha.Value=Parameters!FechaHoy.Value or Fields!Fecha.Value = Parameters!DiaAnterior.Value,true,false)
FechaHoy = date sent via report parameter input
FechaAyer = date
parameter minus one day
and the filter value set to
=true
So far so good. Today, the upper management decided to split it into three matrix. One for incomes and other two for expenses (one for each expense category), so i startet with this
initial report layout
I created two new datasets for each one of the expense categories with the same filters, and now i'm here
current report layout
THE THING IS... as you can see, there is a "Total Destino" independent table where i have to add the totals of the second and third matrix in the image I added, but, as I already said I have to show the last two days, so i also have to partially add the total of each day (which are column grouped by date)
I'm pretty sured that there's also a better and more efficient way to manage what I did with the three matrices but the main issue which needs your assistance is how do i add the totals of the second and third matrices.
I already tried with
=Sum(Fields!Saldo.Value, "Informacion_Destino") + Sum(Fields!Saldo.Value, "Info_InvTesoreria")
but it adds the two days and repeat it for the two days. I also tried with ReportItems!TextBox + ReportItems!TextBox but the preview loads sends me an error message.
Thanks in advance for your time and help
Like Harry stated already out you can use for your overall total the following expression for the Tesoreria Subtotal + Destino Subtotal :
=ReportItems!TesoreriaSubtotal.Value + ReportItems!DestinoSubtotal.Value
This would give you the overall total for all days. Now if you just have to show the last two days you can add a tablix filter, like this:
'Expression
=IIF(CDate(Fields!YourDate.Value) < DateAdd("d", -2, Now()), True, False)
'Format
=Boolean
'Value
=False
i have a stored proc returning inventory amounts between a start and end date.
the QTY field shows on-hand inventory adjustments by date, either IN or OUT.
i have a "run balance" field that needs to show the total QTY each day. if the InOut field is 0, it's QTY in. if it's a 1, its QTY out. the values reflected in In and Out are coded that way.
EXAMPLE. if i start on 4/1/14 with 5216. then 1061 of product is made on 4/1/14 i need the run balance to take 5216 and add 1061 on the next line. the next line should read 6277 instead of 1061. then if some is shipped, take 6277 and subtract, and so on.
i tried the running value on QTY, but it just repeats the QTY. doesn't calculate anything.
=RunningValue(Fields!QTY.Value,Sum,"Details")
i tried to post an image of my report preview, but i don't have the reputation ;-)
any help would be MUCH appreciated.
EDIT: OK, i tried this code block:
= Switch(RunningValue(Iif(Fields!InOut.Value = 0, Fields!QTY.Value,0),Sum,"Details"),
RunningValue(Iif(Fields!InOut.Value = "1", Fields!RunBalance.Value - Fields!QTY.Value,0),Sum,"Details"))
and i am getting a 0 on the sum fields, and #Error on the subtraction fields. but, i think this is more the direction i need to go (i hope)....but i am still not getting it.
There are a couple of things to look at here.
First, you specify the Scope of "Details" in your RunningValue expression... By default this group will have no grouping value, i.e. each row in the dataset will be in its own group. Which means the RunningValue will only ever be applied to one row only. Change the Scope to "MyDataset" or Nothing, whatever is appropriate.
Secondly, you need to consider how the InOut field affects the RunningValue.
I have created a simple Dataset:
And a simple table:
The Balance expression is:
=RunningValue(IIf(Fields!InOut.Value = 0, Fields!QTY.Value, Fields!QTY.Value * -1)
, Sum
, Nothing)
You can see this changes the Scope from your original statement, and also applies a multiplier to QTY based on InOut.
Works OK for my sample data:
I have a report which grabs a whole bunch of statistical data that represent system alarms.
I've made a drilldown style report by pulling back all the stats in a user selected date range and then I added a group on my alarm's codeId so I would have something to group on.
What I would like to do is have a count of the number of items within these groups by codeId. I plan to use the count as part of a concatenated string that makes up the whole group header. It basically says "Alarm Code # {codeId} - {Description} - Total: {Total}".
My issue is that to do a count in my query then I have to pre-group the data before it hits the report. And if I do that then I do not have my detail data to expand the group on. And running a summary and a detail dataset is a bit over my head but an option I might have to look into.
So I was hoping I could use a group variable to count the number of items contained within the group. Can anyone tell me a rough set of steps to try to pull that off?
Seems like using a Group variable here would make this more complicated than it needs to be.
Since you already have a group in SSRS, you can use the CountRows function. Put this expression into a placeholder, for example:
="Alarm Code #" & Fields!CodeID.Value
& " - " & First(Fields!Description)
& " - Total: " & CountRows()
Or, depending on size, you can add a correlated subquery to your SQL query:
SELECT
CodeID,
MyField,
MyOtherField,
(SELECT COUNT(*) FROM myTable t1 WHERE t1.CodeID = t2.CodeID) AS MyRowCount
FROM
myTable t2
This is not particularly efficient SQL, so if you are running this on hundreds of thousands of rows or more, I'd go with the first approach.
I have an Access Report. In the footer section of my report I have a list of different totals. I am looking to create these totals based on a time criteron. For example:
Im looking for a count of the included records. I need to determine a count based on either current- 3 months, 4-6 months, 7-12 Months and 13+ Months.
I have created a DateDiff() expression to determine the amount of months. I have created another expression to assign a letter based on what group the result would belong to. For example:
A = Current - 3months
B = 4-6 Months
C = 7-12 Months
D = 13+ Months
How could I use the assigned letter as a count on my report? Could I make a statement in my control source for my display text box to accomplish this?
I'm not sure where to go next...
In the reports On_Open event write some VBA to store the values from your DateDiff into several different String Variables, and then if your footer is a simple text box just update the values e.g.
txtFooter = "3Mnths - " & str3Mnths & " - 4/6Mnths - " & str46Mnths
I have the following code attached to a text box in a form:
=DSum("[subform].Form![POINTS]","ATTENDANCE","[subform].Form![EMPLOYEE NO] = [EMPLOYEE NO]")
Ideally this would yield the total amount of points accrued by the employee we are currently searching for. However, what I am getting is the total sum of rows in my table.
Does anybody have any idea of how I could get the total sum of the values instead of the number of rows?
Thanks
If you want to get the total from a subform, and your subform in in sync with the main one, it will be much more efficient to procede this way:
create txtTotalPoints textbox = sum(Points) in the footer of your subform
refer to that control from your main form: txtMainResult =subform!form!txtTotalPoints
Hide txtTotalPoints (or the footer itself)
That will generally be much faster.
As far as I know, the Domain functions such as DSum, DLookup, DCount etc. are used to lookup and return values from a table. The first argument is the field, the second the table, and the third is the criteria or WHERE statement that makes sure you get the correct set of records. Your first argument refers to a form's field. I think this is incorrect. Your first item in your WHERE statement is also a form field. I this this is also incorrect. You need to try something like this instead:
=DSum("POINTS","ATTENDANCE","[EMPLOYEE NO] = " & [subform].Form![EMPLOYEE NO])