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Cognos report - How to add all note lines under one?

Started by con, 24 Jul 2014 01:22:30 AM

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con

Hi, I'm new to Cognos, and I would appreciate any help with the following issue.
I need to build a debtors report showing the outstanding amount. That's easy.
The problem is when I add the debtors' notes to the report; it displays the same customer data so many times as per how many notes lines are entered for the customer. Also Cognos recalculates the outstanding amount by multiplying the correct amount by how many notes lines are for that customer.

Correct report: Customer 1/ balance $500 (no notes entered)
Incorrect report:
Customer 1//note 1/ balance $500*3 (as per so many notes seq)
Customer 1/ note 2/ balance $500*3
Customer 1/ note 3/ balance $500*3

I've tried aggregation so that the same data is not displayed again + in properties I said none for aggregation, so that the balance will show correct  (and not multiplied). The issue now is that the summary still picks the wrong balance per account, therefor showing wrong figures. I tried all possible setup that I'm aware and no success.
Is there a way to insert something (singleton, calculate cell etc) that will display all the notes/ account in one line as opposed to n lines...?
thank you

bi4u2

I am assuming you are using a relational source and that you need to show the latest record from the notes table along with the amount outstanding for your report? If this is the case I might create a manual join in the report. In one query (the notes query) I would get the latest note, whether that might mean using maximum(date) or a maximum(row num), etc so I am joining to the data query on a one-to-one basis.

bdbits

I will assume this is a relational source and a list report. Open the report. Select the column representing the customer. From the menus select Structure > Section/Unsection. You can add a section footer if desired by clicking the newly-created section header, then selecting Structure > Headers and Footers > Create Footer.

You may then want to de-select Structure > Lock Page Objects so you can add other data attributes into the section header. For instance, if you sectioned on a CustomerID, you may want to put a CustomerName in the header.