In a report it might be necessary to group data by a certain field such as manufacturer and show a sub total for each group. The Report Designer gives you the flexibility to create reports in this manner.
Report Designer
- Navigate to the Report toolbar, under the section Report select Manage Report Designs select the report you want to edit and click Edit.
- Click
on the Report toolbar.
- On the Grouping and Subtotals dialog, click Add under Groups.
- Under Group Details, check the field you want to group with.
You can add more than one field to each group. Data will be sorted first by using the first field checked, then the second field. If you want to change the sort order use any of the arrow buttons: Move to top, Move up, Move down and Move to bottom. - Under Group Header, check Show to insert a Group Header section in the report design.
If you want to start each group on a new page, check the box. - Under Group Footer, check Show to insert a Group Footer section in the report design.
- Repeat steps 2 to 5 if you want to add another group.
If you want to change the group order, click the Move up or Move down buttons.
If you want to remove a group, select it then click Remove. - Click OK.
Notice that new sections are added to your report design. Now you will need to add the fields you want to display to the Group Header and Group Footer sections. - From the Field Explorer tab expand the + sign beside Group 1 Header.
- Drag fields to the Group 1 Header section of the report design.
For example, if you are grouping by Alias 1, add this field. - From the Field Explorer tab, expand the + sign beside Group 1 Footer.
- Drag fields to the Group 1 Footer section.
For example, if you want to show the Ext List subtotal, add this field.
Advanced report designer
- Navigate to the Report toolbar, under the section Advanced Report select Manage Report Designs select the report you want to edit and click Edit.
- In the Designer select the tab Insert.
- Select the option Bands and select either Group Header or Group Footer.
- In the report click in the space you wish to add the Group Header or Group Footer to.
Note: For a Group Header to work it should be added above the Product band. - In the window Group select any field from the Product Data band that you want to use for grouping the items by in the report. The selected field will now appear in the Group Header band.
- Go to Data Sources > Worksheet Dataset > Product and insert the selected field into the Group Header band.
Note: To create a Header for each grouping select the option from the Properties panel in the Dictionary tab, select Data Sources > Worksheet Dataset > ColumnHeaders and drag and drop this into the Group Header Band. You can format this text using the Home tab.