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Total Summary Order?

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    #1

    Total Summary Order?

    i have a table that contains in each record the name of the customer and the dollar amount of that sale to the customer.

    I want to list Customers by their Name and in another column the total dollar sales for that person(whether they bought one or many time)....and....have the report in order of Total dollar sales by person from Greatest total sales to lowest sales.

    Example:

    fred jones 500,000
    sam jones 495,000
    ed ableson 400,000
    bill vonages 50,000
    sam edwards 0

    I can get a report listing each person and their total dollar sales, but can't figure out how to get the Report in order of Largest total sales to minimum total sales as in example. Will appreciate help.
    Tags: None
    #2
    Re: Total Summary Order?

    Bill, I don't think the report engine can sort your customers using a calculated field that gets computed separately for each customer. This seems like a case where you'll need to use a separate "temporary" table to support your report. Your script would:

    a) zap the temporary table
    b) compute the totals for each customer and enter a new "summary" record for each customer into the temporary table
    c) run the report (based on the temp table). That report can be easily sorted in descending order based on the sales totals.

    The temp table is not really temporary. It just gets filled and emptied as needed for your report, so the values within it are temporary, if you see what I mean.

    Comment

      #3
      Re: Total Summary Order?

      thanks Tom,

      as a newbie ....if i knew anything about scripting...i might could understand what you're talking about...wheeee. Anyhow, maybe in time. Thank you though.

      Comment

        #4
        Re: Total Summary Order?

        Try this way.

        Create a summarize operation. Group the rows by the name field then specify the sales field and choose sum.

        Base your report on the result table.
        There can be only one.

        Comment

          #5
          Re: Total Summary Order?

          Stan....thank you!! Worked perfectly

          Bill

          Comment

            #6
            Re: Total Summary Order?

            Just another way...

            Creating a group for the Customer_Name field and then sorting by a tablesum calculated field such as
            Code:
            invert(tablesum("Your_Customer_table", "Customer_Name=\""+Customer_Name+"\"","Dollar_Sales_field"))
            will produce the desired results as well.
            Mike
            __________________________________________
            It is only when we forget all our learning that we begin to know.
            It's not what you look at that matters, it's what you see.
            Henry David Thoreau
            __________________________________________



            Comment

              #7
              Re: Total Summary Order?

              Mike,

              my Customer table is called Salestest2

              i grouped the Customer names on a calculated field called pn which stands for personsname (which was simply trim(last_name)+","+" "+trim(first_name)

              the Dollar sales field is called AC

              i can't seem to get them inserted properly into your formula to get a calculated field to sort on. Will appreciate any help as your idea seems very good. Thank you.

              Bill

              Comment

                #8
                Re: Total Summary Order?

                Hi Bill,

                I think Mike's code is based on the table having many entries of the same customer and a sales value for each of those entries.

                Tom's suggestion and Stan's sample (which is the same thing) is the route I would also recommend.
                Regards
                Keith Hubert
                Alpha Guild Member
                London.
                KHDB Management Systems
                Skype = keith.hubert


                For your day-to-day Needs, you Need an Alpha Database!

                Comment

                  #9
                  Re: Total Summary Order?

                  Mike,

                  After talking with you more and our working with your Formula you posted about the inverted tablesum, it turns out that the Report can be sorted by a calculated field which ended up as follows:

                  tablesum("salestest2","First_Name+Last_Name=\""+(First_Name+Last_Name)+"\"","Ac")

                  salestest2 is my table name, filter is customer name, and field containing the sales i wanted sumed was named Ac.

                  Turns out no inversion was necessary. My Group was based on person's name and the break was on the above calculated field in descending order.

                  Thanks again for the help and insight.

                  Bill

                  Comment

                    #10
                    Re: Total Summary Order?

                    Just to clarify...
                    Turns out no inversion was necessary.
                    The invert() function was not necessary as Alpha has the radio button that does this for the tablesum() we added. Kinda wonder what happens when say Descending is chosen and the invert() is also used....will it then sort Ascending?? (gone now to check this out!). :)

                    LATER: :D Alpha is way too smart for us!! It did sort Ascending but it ALSO then eliminated the Invert() from the order expression and checked the Ascending radio button! LOL
                    Mike
                    __________________________________________
                    It is only when we forget all our learning that we begin to know.
                    It's not what you look at that matters, it's what you see.
                    Henry David Thoreau
                    __________________________________________



                    Comment

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