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"Tax Detail" report


"Tax Detail" report

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Message
RVO
RVO
SSChasing Mays
SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)

Group: General Forum Members
Points: 608 Visits: 517
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.
Attachments
Tax Detail.jpg (17 views, 71.00 KB)
Tee Time
Tee Time
Say Hey Kid
Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)

Group: General Forum Members
Points: 671 Visits: 465
Is the attached what you want the report to look like, or what it looks like now?
Tee Time
Tee Time
Say Hey Kid
Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)

Group: General Forum Members
Points: 671 Visits: 465
Top level group would be

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

That is, if I understand your intent correctly. :-)
RVO
RVO
SSChasing Mays
SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)

Group: General Forum Members
Points: 608 Visits: 517
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.
Attachments
Visual Studio design.jpg (8 views, 47.00 KB)
RVO
RVO
SSChasing Mays
SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)

Group: General Forum Members
Points: 608 Visits: 517
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
Tee Time
Tee Time
Say Hey Kid
Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)Say Hey Kid (671 reputation)

Group: General Forum Members
Points: 671 Visits: 465
Correct, headers and footers must be created to acheive what you seek. Good to know you figured that out.
RVO
RVO
SSChasing Mays
SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)SSChasing Mays (608 reputation)

Group: General Forum Members
Points: 608 Visits: 517
Thank you so much Tee Time !!!
You put me in the right direction.
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