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Summary report issues!

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    #1

    Summary report issues!

    The problem I'm having is so frustrating, I'm about to throw my computer across the room. }:[

    I just want to make a simple summary report. I click on the reports tab, click new, choose my table, select "Use Quick Report," then up pops the Quick Report window. For the style, I choose "Summary," at which point I proceed to enter the field I need reporting on in the "Field" and "Group" sections. Then I click the summary button. This is where my frustration lies. When I try to enter my field, I can't. I just doesn't let me type anything. I can choose a summary operation, then when I click to another tab or anything, it says, "Table row has not been completed." Of course it hasn't! The dumb thing wouldn't LET me complete the row!

    Anyone have some insight they can offer me here? What am I doing wrong?

    Ryan
    Tags: None
    #2
    RE: Summary report issues!

    Ryan,

    I suppose there are summary reports, and there are summary reports. They probably come in all kinds of shapes and sizes if you see what I mean.

    It looks to me as though the report genie that's helping you build the quick report has been designed to summarize a transaction table in which collections of related records would be grouped together and summarized (totalled, counted, etc.), before moving on to summarize the next group of related records, and finally generating a grand total at the report's end.

    Using a simple transaction table that had three fields:

    Idnum
    Name
    TransAmt

    I used the quick report genie to build a summary report just now.

    In my example I had several records for each 'Idnum', like this:

    01001, Ryan, 100.00
    01002, Tom, 50.00
    01001, Ryan, 75.00
    01002, Tom, 25.00
    01001, Ryan, -50.00

    So that the summaries made sense I decided to 'group' my
    report on the Idnum field. This would put all Ryan's transactions in one summary, and all of Tom's in another.

    Using the genie I
    1) chose summary style
    2) chose BOTH Idnum and TransAmt fields
    3) chose to group the summaries on the Idnum field, so that
    related transactions would be summarized together
    4) clicked OK and the layout for the report was prepared for me.

    My guess is that your problem may result from not specifying a valid field for the summaries to be grouped upon.

    -- tom

    Comment

      #3
      RE: Summary report issues!

      I think what I need to do may be a little simpler.

      I have a large table. There's a field called "CODE," and each record has either an A, B, C, D, E, F, or G in it. I just want a report that tells me how many records have each specific code. For example:

      A - 240000
      B - 445678
      C - 11234
      etc.

      How would I do that?

      Ryan

      Comment

        #4
        RE: Summary report issues!

        Ryan,

        Try this.

        Start with a regular blank report.

        Create Calculated Fields using the expression,
        IF(Code = "A",1,0) do this for A thru Z

        Now on the report add a Group and have it set to CODE

        In the Group Section of CODE, using the field window, drag and drop the calculated fields you designed above and select Summary Total.

        I say the above from my fading memory, so look around. The detail may not be right, but I think the approach is.

        Let us know if you need more help.

        Tom

        Comment

          #5
          RE: Summary report issues!

          Ryan,

          In addition to the approach Tom suggested, here's another idea.

          You could group your report on the Code field, and the 'Count' all the records that have the same Code value.

          Here's a simple example. The report layout does not have (or need) a details band (region). Just a group footer for each Code group. The calc field which generates the count for each group was developed with the genie.

          -- tom

          Comment

            #6
            RE: Summary report issues!

            I did that and now my report just shows:

            1
            0
            0
            0
            0
            0
            0
            0

            I'm not sure if I did it right (probably not), but here's exactly what I did:

            I created a new report, and from the Report pull-down, selected "Insert Group Break." Where it says "Break or change in" in put in CODE. Then, from the Drag Drop window drug and dropped "" into the "Group 'CODE' Header" section, naming each and inserting the expression you gave (changing the code, of course) for each letter. Did I do it wrong?

            Ryan

            Comment

              #7
              RE: Summary report issues!

              Ryan,

              I've extended my earlier example, to include Tom's approach, too. You can now see how to do it either way.

              Unzip the attachment to a separate folder. Do not mix it with your development work.

              -- tom cone

              Comment

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