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"Tax Detail" report Expand / Collapse
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Posted Friday, September 13, 2013 3:13 PM
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I need to structure the report by:

SALES/PURCHASE
MONTH
TAX CODE

I also need to show Totals after each TAX CODE set and after each MONTH set.
Please see the attachment with a mock-up sample.

I was able to show something very similar using one Group with 3 fields:
SalesOrPurchase
Month
TaxCode

But the problem is that all three of them show at the top of each section every time.
What I need is to show "SALES" only once per SALES group results.
"Month: 201307" - only once per "Month: 2013" group results, and so on...

The attachment shows what I want the report to look like.


  Post Attachments 
Tax Detail.jpg (15 views, 71.71 KB)
Post #1494742
Posted Monday, September 16, 2013 6:41 AM


Mr or Mrs. 500

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Is the attached what you want the report to look like, or what it looks like now?
Post #1495041
Posted Monday, September 16, 2013 6:44 AM


Mr or Mrs. 500

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Top level group would be

Sales/Purchases
child group Month
Child Group tax code
Detail row

That is, if I understand your intent correctly.
Post #1495044
Posted Monday, September 16, 2013 8:02 AM
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Hi Tee Time.
I tried your suggestion but did not get the results i need.
So I re-designed the report using this groups:

Parent group: Sales/Purchases
.... Child group: accounting_period (Month)
.... Child group: Tax Code
Detail row

It groups the data correctly ( I didn't delete group columns on the left on purpose to see how it groups)

"SALES-Parent_PeriodTax-Children.jpg"

But...
It doesn't break the table into these groups.
I only see now two table groups:
SALES/Month:2007
PURCHASES/Month:2008
which is wrong.

Maybe something is wrong with my report design still..
Please have a look at my Visual Studio "Visual Studio design.jpg"
attachment.


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SALES-Parent_PeriodTax-Children.jpg (7 views, 62.36 KB)
Visual Studio design.jpg (6 views, 47.74 KB)
Post #1495097
Posted Monday, September 16, 2013 1:47 PM
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I figured it out.

The trick was to create groups WITH HEADERS AND FOOTERS because later you will utilize those extra rows for group Titles/Subtotals.

Another trick is if you need this hierarchy:
ParentGroup
.. subgroup1
.. .. subgroup2

you need to create subgroups in reverse order because
Visual Studio will add the latest child group you created to the top.

So these are the groups I created (in this order):

Parent group: SALES/PURCHASES
... Child group TaxCode
... Child group accounting_period (Month)

and I ended up with the hierarchy I need:

Parent group: SALES/PURCHASES
... Child group: accounting_period (Month)
... Child group: TaxCode
Details

Post #1495264
Posted Tuesday, September 17, 2013 6:27 AM


Mr or Mrs. 500

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Correct, headers and footers must be created to acheive what you seek. Good to know you figured that out.
Post #1495471
Posted Tuesday, September 17, 2013 7:01 AM
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Thank you so much Tee Time !!!
You put me in the right direction.
Post #1495488
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