Hey All, Quick Question (I think I know the answer...
# general
c
Hey All, Quick Question (I think I know the answer but need confirmation from my peers) When performing a Saved Search and using Grouping function + show totals. The totals won’t show up on the saved search because the info is grouped. Is this correct? if so, any tricks to get the total amounts to show while still being group
k
Mainline = False
c
So my criteria Mainline = True > Changed > Mainline=False But the totals still don’t populate on the bottom of the report
Any other suggestions?
k
duh, missed the “bottom” part. 😞
c
Oh yea. I don’t think it’s possible when grouping because the amounts lie within the group and can’t be brought up through the grouped report…I think
t
totals will always show at the bottom of grouped searches in columns where the summary type is sum
if you want count etc you need to use a summary type with a formula and case when = 1 to sum them up
c
Oh. Got it so in this case when I have all these items grouped. I need to make both columns Amount Amount Unbilled A formula?
t
What value do you need in amount unbilled? The sum of the values? Or the highest outstanding value? If you just need a sum, change the summary type to "sum"
c
the. sum of the amount unbilled. So then just changing to sum should work fine?
t
yep
c
🎉
t
and you'll probably need mainline = true
so it#s only referencing the header values
c
Yep. Mainline = true My brain was going crazy because the problem was so simple…
Thank you
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