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GreatManuals.com |
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Group Calculation Groups Creating a group calculation group is fairly easy and powerful. First we need to define a calculation. A calculation is always paired with each group level you design. In the example below we are trying to find the last order date for each customer. This is defined by the 4th row with Order Date as the field description and Show As column is entered with calculation type Maximum. The Alias for this calculation is Last Order Date. You can only see Last Order in the image, but the alias if fully shown is Last Order Date.
Creating a Group Calculation Group Now that we have a base calculation defined, we can use it to define a new custom group level. As you can see in row 1 in the example below, we have zoomed in on the calculated field description for this new group. Pressing [F3] (Zoom) on the field description will zoom it, so we can see it in full length. Using the advanced IIF() function you can create your own values based on data from the Last Order Date calculation. We give an alias to this new group a meaningful name like Order Status. You can use the Custom Values Wizard to help you setup these IIF() functions with ease. See the Custom Values Wizard at the end of this help page. You can see this example report that comes with the Drill-Down Tally SamplePO gateway application by opening the report named "Sample Company Last Order Date.ddd".
Powerful Customized Data Values Clicking [OK] and your Drill-Down tab will display the 3 new statuses. As you expand each status you will see which customers fall into each customized category. As you can see from the example above this is an excellent way to group your data into any kind of category you can dream of. NEW: You can utilize the Custom Values Wizard - Consolidate Values or Range of Values below to help you create these new custom categories with ease. You will use this method instead of the manual entry shown above. Again, you can see this report that comes with the Drill-Down Tally SamplePO gateway application by opening the report named "Sample Company Last Order Date.ddd". After opening this report, click on the [...] button just above the up and down arrows to view how easy it is to create the same formula above with our Custom Values Wizard. *Note: This button only shows up when you click on the Report Definition tab and have the active cell in the Field Description column.
Using the Date() function returns today's date in it place. This makes your report even more dynamic. Instead of entering the exact date range for the last 6 months, we can create a dynamic formula like Date()-182 to do the same thing. This way you do not need to change the report each day you run it. The dynamic Date() function will do all the work for you.
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