difference between summary filter and detail filter

[inu]

Hi
Can you please elaborate summary and detail filter, i m little bit confused determining it.

Thanks
Inam

[MFGF]

Hi
Can you please elaborate summary and detail filter, i m little bit confused determining it.

Thanks
Inam

Hi,

Let's take an example. Imagine you have a list report with Product Line, Product Type and Revenue columns. Let's also assume that there are many orders for each Product Type. This means that your report is automatically aggregating the Revenue values for these many orders and displaying the total Revenue for each Product Type.

In this scenario, you can add detail filters to control which rows are retrieved into your list. A detail filter of [Product Line] = 'Cooking Gear' would limit the rows to just those with 'Cooking Gear' in the Product Line column. The end result would be no different if you select 'Before auto aggregation' or 'After auto aggregation' in the Application dialog. However, let's say you wanted to filter on Revenue. You want to see which rows of data have an aggregated Product Type Revenue of > 50,000. You would define a detail filter with [Revenue] > 50,000 as the expression, and set the Application to be 'After auto aggregation'. This would instruct the report to aggregate the Revenue values for each Product Type, then filter the resultant rows in the list to show only those rows whose aggregated Revenue value is > 50,000. The alternative is to set the Application to 'Before auto aggregation'. What would this do? If you define another detail filter with the expression [Revenue] > 200 and set the Application to be 'Before auto aggregation', it would look for underlying order rows in the database with a Revenue value of > 200, and bring those in, then aggregate these up for each Product Type. The displayed Revenue value for a Product Type row in your list might appear as (say) 70,000, but this would be made up of only those individual orders with a Revenue value greater than 200.

So what about Summary filters? So far we haven't needed them. They only come in to play if you decide to group your report on the Product Line column. Let's say you do this, and add totals for Revenue at the end of each Product Line group. Now you have done this, you might decide that you are only interested in seeing Product Line groups whose total Revenue (in the footer) is greater than 500,000. You need a summary filter for this. As the name suggests, it is allowing you to filter on group summaries you have added to the report. You could now add another filter - on the summary filters tab - with the expression [Revenue] > 500,000. You would also need to set the Scope (on the right) to be Product Line. This would tell the report to filter the Product Line Revenue summaries using your expression.

Hope that helps!

MF.