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Running Total direction in v8.4

Started by PAWinTX, 17 Jul 2012 12:45:11 PM

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PAWinTX

Has anyone successfully figured out how to get a Running Total field to calculate from the lowest displayed row up to the top instead of starting with the top row?

I've created a report that prompts for a customer number and displays balance history transaction details for each of the customer's accounts (customers can have multiple accounts).  My users expect the detail list to show the most recent transaction at the top of each detail list.  The problem is that the running total starts with the first displayed row for the account and calculates down the report instead of from the bottom up.

The scope of the running total (for) is on the account number because there are multiple accounts in the report.  The only way the running total works correctly is to sort the rows ascending but my users won't accept the report like that.

Thanks in advance! 

CoolP

Hi,
Usually the balances reports/tables will be snapshot based. The aggregation happens in db layer. I understand that it is not in your case. Unfortunately, there is no direct way to specify or control the running total.

However, the work around is to have 2 queries (with running total calculation) in both and pre-sort the queries(query 1: asc, query 2: desc) based on Tx Date. Join the queries based on Tx Date and create your report based on the 3rd query.

I have done the same and it worked fine. Attached is the spec based on the Go Sales (query) package.

Cheers
Prasan
CoolP
Aspiring BI/Cognos Professional

PAWinTX

Tanks for your help CoolP - I'll give it a try!