polkadot (8/20/2014)
can you provide a step by step for pulling in a table item, adding three columns, and getting the group by the one column for the remaining two?For me the steps went like this:
-added table item
-first column division_name
-second column sent_leads
-third column referrals
-add sum to both sent_leads and referrals
-highlighted both sent_leads and referrals, right clicked, added parent group on division_name
I've attached result. I need the sent_leads to sum up to 1002 for Central, and 337 for East....a true roll up. I've attached image of what I'm getting.
Can someone tell me where in my steps I missed something?
I think you have the steps right to start with. When you add a parent group, the box has an option for Group Header and a Group Footer - make sure to check those so that you can put totals in there.
- add a table item
- fields can be dragged from the dataset, or in table click on little box in the detail row to get the list of fields
- right click on details row, add group - Parent Group, check options for header and footer row
- remove first column that adding the group created
- take grouping field out of detail row
- put it in header row
- put total expressions in footer row
Does that help?