I'm combining reports to create a single general ledger report, currently it consists of 84 seperate reports. My idea is the end user will have a drop down for the department and month. These are my columns:
Account Number Account Description Current Period Actual
YTD Actual YTD Budget YTD Budget Variance
Total YR Budget Account Status
I have most of it figured out, but can't understand how to figure YTD Actual and YTD Budget since these will require a Sum of multiple Fields depending on what month and department is selected.
My where statement goes something like this and takes care of the current period actual and account number:
Where ( gl_master.acct_cde = gl_master_comp_v.acct_cde ) and
( gl_master.budget_officer = budget_off_mstr.budget_officer ) and
( ( gl_master_comp_v.acct_comp1 = '01' ) AND
( budget_off_mstr.budget_officer IN (@BudgetOfficer) ) ) AND ((@Month = 1 AND gl_master.post_bal_mon_1) OR (@Month = 2 AND gl_master.post_bal_mon_2)...
How can I have the query recognize what needs to be put into the column when there are multiple fields being summed.
Thanks for any insight. If you made something like this before a small sample of it would be very helpful.
I worked it out.
It needs to be done in a calculated field within the dataset. Then a sum can be done on the field in the textbox.
small chunk of calculated field:
=Cdec(Switch(Parameters!Month.Value = 1, Fields!post_bal_mon_1.Value,
Parameters!Month.Value = 2, Fields!post_bal_mon_2.Value + Fields!post_bal_mon_1.Value,
Parameters!Month.Value = 3, Fields!post_bal_mon_3.Value + Fields!post_bal_mon_1.Value + Fields!
Parameters!Month.Value = 4, Fields!post_bal_mon_4.Value + Fields!post_bal_mon_1.Value + Fields!
post_bal_mon_2.Value + Fields!post_bal_mon_3.Value,...))
textbox for sum(I place this in footer):