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  #1  
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itsmewhoelse@hotmail.com
 
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Default FMP 5.5 Need Help With Report...Please - 06-03-2007 , 05:46 PM






Hello, and thanks so much for looking at my problem. I apreciate any
help I can get, I need to finish this today.

I have a Filemaker Pro 5.5 file. I need help with a report.

I have the following fields I need to total...

Order Number...Customer Name.....Vendor Name.....Bill Date.....Due
Date.....Billed Amount.....Gross Profit

I've created a columnar report that displays each order in line fom
left to right as above. It dispalys all of my orders on one screen/
report. I would like a total of Amount Billed and a total of the Gross
Profit for each Customer Name. Or would that be a summary? I'm not
sure. In either respect, I would like to see the totals of how much
revenue and profit were generated from all the orders on the report.


Thanks


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  #2  
Old   
Helpful Harry
 
Posts: n/a

Default Re: FMP 5.5 Need Help With Report...Please - 06-03-2007 , 06:27 PM






In article <1180910802.006301.255690 (AT) w5g2000hsg (DOT) googlegroups.com>,
itsmewhoelse (AT) hotmail (DOT) com wrote:

Quote:
Hello, and thanks so much for looking at my problem. I apreciate any
help I can get, I need to finish this today.

I have a Filemaker Pro 5.5 file. I need help with a report.

I have the following fields I need to total...

Order Number...Customer Name.....Vendor Name.....Bill Date.....Due
Date.....Billed Amount.....Gross Profit

I've created a columnar report that displays each order in line fom
left to right as above. It dispalys all of my orders on one screen/
report. I would like a total of Amount Billed and a total of the Gross
Profit for each Customer Name. Or would that be a summary? I'm not
sure. In either respect, I would like to see the totals of how much
revenue and profit were generated from all the orders on the report.

Thanks
Summary fields and Layout Parts are exactly what you want.

First you need to create Summary fields that will be used to sub-total
the record fields for each Customer and an overall total. In you case
you only need two - one for Billed Amount and one for Gross Profit -
it's where on the Layout you put these fields that determines what they
total.
eg.
s_TotalBilledAmount Summary Field
Total of BilledAmount

s_TotalGrossProfit Summary Field
Total of GrossProfit


Next you need to create a layout for the report. It should look
something like (sorry the lines aren't quite long enough to show this
properly - the fields and the headings should both be on single lines):

SALES REPORT [Current Date]

Quote:
Header {If wanted}
---------------


[Customer Name]

Order No. Vendor Name Bill Date Due Date Billed Amount
Gross Profit

Quote:
Sub-summary by CustomerName (Leading)
---------------


[OrderNumber] [VendorName] [BillDate] [DueDate] [BilledAmount]
[GrossProfit]

Quote:
Body
---------------


[s_TotalBilledAmount] [s_TotalGrossProfit]

Quote:
Sub-summary by CustomerName (Trailing)
---------------


[s_TotalBilledAmount] [s_TotalGrossProfit]

Quote:
Trailing Grand Summary
---------------


[PageNumber]

Quote:
Footer {if wanted}
---------------


Where [] denotes fields.

Putting the Summary fields in a Sub-summary Part of the Layout means it
will only total records with the same data (exactly the same) in the
appropriate field - in this case CustomerName.

Putting the same Summary fields in a Grand Summary Part of the Layout
means it will total ALL the records in the Found Set.

Now that you have this Layout, all you have to do is Find the records
you want in the report, sort them by CustomerName and then print or
Preview this Layout.

All done! )


The Summary fields themselves don't care what you're trying to
summarise by (it's the Layout Parts that determine it), so you can
easily create another similar Layout to obtain a report by Vendor.


Helpful Harry
Hopefully helping harassed humans happily handle handiwork hardships ;o)


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  #3  
Old   
itsmewhoelse@hotmail.com
 
Posts: n/a

Default Re: FMP 5.5 Need Help With Report...Please - 06-03-2007 , 06:31 PM



On Jun 3, 7:27 pm, Helpful Harry <helpful_ha... (AT) nom (DOT) de.plume.com>
wrote:
Quote:
In article <1180910802.006301.255... (AT) w5g2000hsg (DOT) googlegroups.com>,





itsmewhoe... (AT) hotmail (DOT) com wrote:
Hello, and thanks so much for looking at my problem. I apreciate any
help I can get, I need to finish this today.

I have a Filemaker Pro 5.5 file. I need help with a report.

I have the following fields I need to total...

Order Number...Customer Name.....Vendor Name.....Bill Date.....Due
Date.....Billed Amount.....Gross Profit

I've created a columnar report that displays each order in line fom
left to right as above. It dispalys all of my orders on one screen/
report. I would like a total of Amount Billed and a total of the Gross
Profit for each Customer Name. Or would that be a summary? I'm not
sure. In either respect, I would like to see the totals of how much
revenue and profit were generated from all the orders on the report.

Thanks

Summary fields and Layout Parts are exactly what you want.

First you need to create Summary fields that will be used to sub-total
the record fields for each Customer and an overall total. In you case
you only need two - one for Billed Amount and one for Gross Profit -
it's where on the Layout you put these fields that determines what they
total.
eg.
s_TotalBilledAmount Summary Field
Total of BilledAmount

s_TotalGrossProfit Summary Field
Total of GrossProfit

Next you need to create a layout for the report. It should look
something like (sorry the lines aren't quite long enough to show this
properly - the fields and the headings should both be on single lines):

SALES REPORT [Current Date]

|Header {If wanted}
---------------

[Customer Name]

Order No. Vendor Name Bill Date Due Date Billed Amount
Gross Profit

|Sub-summary by CustomerName (Leading)
---------------

[OrderNumber] [VendorName] [BillDate] [DueDate] [BilledAmount]
[GrossProfit]

|Body
---------------

[s_TotalBilledAmount] [s_TotalGrossProfit]

|Sub-summary by CustomerName (Trailing)
---------------

[s_TotalBilledAmount] [s_TotalGrossProfit]

|Trailing Grand Summary
---------------

[PageNumber]

|Footer {if wanted}
---------------

Where [] denotes fields.

Putting the Summary fields in a Sub-summary Part of the Layout means it
will only total records with the same data (exactly the same) in the
appropriate field - in this case CustomerName.

Putting the same Summary fields in a Grand Summary Part of the Layout
means it will total ALL the records in the Found Set.

Now that you have this Layout, all you have to do is Find the records
you want in the report, sort them by CustomerName and then print or
Preview this Layout.

All done! )

The Summary fields themselves don't care what you're trying to
summarise by (it's the Layout Parts that determine it), so you can
easily create another similar Layout to obtain a report by Vendor.

Helpful Harry
Hopefully helping harassed humans happily handle handiwork hardships ;o)- Hide quoted text -

- Show quoted text -
Thank you. I've printed it out and I'm trying to make it work now.

Thanks again, I'll let you know if I have any success.



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  #4  
Old   
itsmewhoelse@hotmail.com
 
Posts: n/a

Default Re: FMP 5.5 Need Help With Report...Please - 06-03-2007 , 07:49 PM



On Jun 3, 7:27 pm, Helpful Harry <helpful_ha... (AT) nom (DOT) de.plume.com>
wrote:
Quote:
In article <1180910802.006301.255... (AT) w5g2000hsg (DOT) googlegroups.com>,





itsmewhoe... (AT) hotmail (DOT) com wrote:
Hello, and thanks so much for looking at my problem. I apreciate any
help I can get, I need to finish this today.

I have a Filemaker Pro 5.5 file. I need help with a report.

I have the following fields I need to total...

Order Number...Customer Name.....Vendor Name.....Bill Date.....Due
Date.....Billed Amount.....Gross Profit

I've created a columnar report that displays each order in line fom
left to right as above. It dispalys all of my orders on one screen/
report. I would like a total of Amount Billed and a total of the Gross
Profit for each Customer Name. Or would that be a summary? I'm not
sure. In either respect, I would like to see the totals of how much
revenue and profit were generated from all the orders on the report.

Thanks

Summary fields and Layout Parts are exactly what you want.

First you need to create Summary fields that will be used to sub-total
the record fields for each Customer and an overall total. In you case
you only need two - one for Billed Amount and one for Gross Profit -
it's where on the Layout you put these fields that determines what they
total.
eg.
s_TotalBilledAmount Summary Field
Total of BilledAmount

s_TotalGrossProfit Summary Field
Total of GrossProfit

Next you need to create a layout for the report. It should look
something like (sorry the lines aren't quite long enough to show this
properly - the fields and the headings should both be on single lines):

SALES REPORT [Current Date]

|Header {If wanted}
---------------

[Customer Name]

Order No. Vendor Name Bill Date Due Date Billed Amount
Gross Profit

|Sub-summary by CustomerName (Leading)
---------------

[OrderNumber] [VendorName] [BillDate] [DueDate] [BilledAmount]
[GrossProfit]

|Body
---------------

[s_TotalBilledAmount] [s_TotalGrossProfit]

|Sub-summary by CustomerName (Trailing)
---------------

[s_TotalBilledAmount] [s_TotalGrossProfit]

|Trailing Grand Summary
---------------

[PageNumber]

|Footer {if wanted}
---------------

Where [] denotes fields.

Putting the Summary fields in a Sub-summary Part of the Layout means it
will only total records with the same data (exactly the same) in the
appropriate field - in this case CustomerName.

Putting the same Summary fields in a Grand Summary Part of the Layout
means it will total ALL the records in the Found Set.

Now that you have this Layout, all you have to do is Find the records
you want in the report, sort them by CustomerName and then print or
Preview this Layout.

All done! )

The Summary fields themselves don't care what you're trying to
summarise by (it's the Layout Parts that determine it), so you can
easily create another similar Layout to obtain a report by Vendor.

Helpful Harry
Hopefully helping harassed humans happily handle handiwork hardships ;o)- Hide quoted text -

- Show quoted text -
You're a Godsend! I couldn't quite figure it out the way you did it,
but, you gave enough to make me think,
and I have just what I wanted. Thank you so much! You saved my day.



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