Monday, March 12, 2012

Problems with groups

Hi!
I'm having some problems with creating a report, feels like it should
be fairly easy to solve but somehow I can't find the solution.
An example of my data (simplified) for a client:
Row1: Portfolio1, Stock1
Row2: Portfolio1, Stock2
Row3: Portfolio2, Stock3
Row4: Portfolio3, Stock1
What I want to do is display this data first grouped by Portfolio, and
then list the contents of that portfolio below it.
(group by Portfolio, then group by Stock)
Ie:
Portfolio1
Stock: Stock1
Stock2
Portfolio2
Stock: Stock3
Portfolio3
Stock: Stock1
I'm currenly using a table to display the data in "table details"-
rows. But the closest I can come up with is something like this:
Portfolio1
Stock: Stock1
Portfolio1
Stock: Stock2
I've also experimented with using "table headers" to display the
portfolio and then the portfolio contents in "table details" but this
will only display the first portfolio for the client, not the
following.
Any help is much appreciated!Managed to solve it by inserting a group at the stock-rows based on
Portfolio.Value, and then just adding the =Fields!Portfolio.Value to
the group header.|||On Aug 17, 5:08 am, mats.jogb...@.gmail.com wrote:
> Managed to solve it by inserting a group at the stock-rows based on
> Portfolio.Value, and then just adding the =Fields!Portfolio.Value to
> the group header.
It's no fun when you solve the easy ones yourself!
As an added tip, note that you can have as many group header (and
footer) rows as you want - sometimes the best place for column
headings is in an additional group header row that is just above the
details section.
And, while you can sort the group values in the report, it is
generally faster to do all your sorting in the database query - then
you don't have to specify any sorting in the report itself, since it
will process records in the (sorted) order in which they come from the
data source.

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