Hi,
I am an FM newbie trying to export summarized data from an FM file.
I have FP 7 and 8.
I can see what I want in a Preview layout but what I want is the same
sort of layout but exported out into an Excel file.

Are you ready ?
You'll maybe need to reformat this into a fixed font to get it lined up
correctly.

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Here is the detailed data as stored in my file

saleDate region town price
20/12/2004 North Manchester 66.00 ?
22/12/2004 North Manchester 99.00 ?
24/12/2004 North Manchester 82.00 ?
26/12/2004 North York 48.00 ?
28/12/2004 South London 54.00 ?
30/12/2004 South Bristol 90.00 ?
01/01/2005 South London 62.00 ?
03/01/2005 North Manchester 55.00 ?
05/01/2005 South London 88.00 ?
07/01/2005 South London 71.00 ?
09/01/2005 South Dover 73.00 ?
11/01/2005 North Leeds 59.00 ?
13/01/2005 South London 95.00 ?
15/01/2005 South London 55.00 ?


The object is to export summarized data into another file monthly.
The 'price' field is to be summarized on a breaker field composed of
'Year-and-month' & 'Region' & 'Town'
So I have added a composite 'breaker' field to do that.
So, here's what I have now :

saleDate region town price breaker
20/12/2004 North Manchester 66.00 ? 2004/12 - North - Manchester
22/12/2004 North Manchester 99.00 ? 2004/12 - North - Manchester
24/12/2004 North Manchester 82.00 ? 2004/12 - North - Manchester
26/12/2004 North York 48.00 ? 2004/12 - North - York
28/12/2004 South London 54.00 ? 2004/12 - South - London
30/12/2004 South Bristol 90.00 ? 2004/12 - South - Bristol
01/01/2005 South London 62.00 ? 2005/01 - South - London
03/01/2005 North Manchester 55.00 ? 2005/01 - North - Manchester
05/01/2005 South London 88.00 ? 2005/01 - South - London
07/01/2005 South London 71.00 ? 2005/01 - South - London
09/01/2005 South Dover 73.00 ? 2005/01 - South - Dover
11/01/2005 North Leeds 59.00 ? 2005/01 - North - Leeds
13/01/2005 South London 95.00 ? 2005/01 - South - London
15/01/2005 South London 55.00 ? 2005/01 - South - London


Here now is the detail and the summarized data together in one report.

saleDate region town price breaker
20/12/2004 North Manchester 66.00 ? 2004/12 - North - Manchester
22/12/2004 North Manchester 99.00 ? 2004/12 - North - Manchester
24/12/2004 North Manchester 87.00 ? 2004/12 - North - Manchester
Sub-Total 252.00 ? 2004/12 - North - Manchester
26/12/2004 North York 77.00 ? 2004/12 - North - York
Sub-Total 77.00 ? 2004/12 - North - York
28/12/2004 South London 95.00 ? 2004/12 - South - London
Sub-Total 95.00 ? 2004/12 - South - London
30/12/2004 South Bristol 76.00 ? 2004/12 - South - Bristol
Sub-Total 76.00 ? 2004/12 - South - Bristol
01/01/2005 South London 67.00 ? 2005/01 - South - London
Sub-Total 67.00 ? 2005/01 - South - London
03/01/2005 North Manchester 73.00 ? 2005/01 - North - Manchester
Sub-Total 73.00 ? 2005/01 - North - Manchester
05/01/2005 South London 50.00 ? 2005/01 - South - London
07/01/2005 South London 91.00 ? 2005/01 - South - London
Sub-Total 141.00 ? 2005/01 - South - London
09/01/2005 South Dover 48.00 ? 2005/01 - South - Dover
Sub-Total 48.00 ? 2005/01 - South - Dover
11/01/2005 North Leeds 93.00 ? 2005/01 - North - Leeds
Sub-Total 93.00 ? 2005/01 - North - Leeds
13/01/2005 South London 79.00 ? 2005/01 - South - London
15/01/2005 South London 77.00 ? 2005/01 - South - London
Sub-Total 156.00 ? 2005/01 - South - London
Grand-Total 1 078.00 ? Total

Things are looking OK here, I have the details and the subtotals as I want
them.
But my aim is not to print this data but to make it available in MS Excel.
And .... I just want to export the subtotal lines just as they are here :

price breaker
252.00 ? Total 2004/12 - North - Manchester
77.00 ? Total 2004/12 - North - York
95.00 ? Total 2004/12 - South - London
76.00 ? Total 2004/12 - South - Bristol
67.00 ? Total 2005/01 - South - London
73.00 ? Total 2005/01 - North - Manchester
141.00 ? Total 2005/01 - South - London
48.00 ? Total 2005/01 - South - Dover
93.00 ? Total 2005/01 - North - Leeds
156.00 ? Total 2005/01 - South - London



It's seems so simple (and basic and straightforward and necessary) I can't
imagine that it is not possible in FM.
I can do it in Excel and on old-fashioned databases from the last century, I
can even manage it in FM but only in Preview Mode.
I can't get it right as an export.
And ... it's driving me nuts.

So I'm looking for a HowTo, guidance, advice, etc.

TIA,

Maude.

To get this to work in preview mode you have to sort the records.
Sort the records just like you do in preview mode.
Go to the export screen.
Near the top right you have the option to group data by, I believe this
should allow you to export the data with summaries.

In article <1127536221.450501.222100 (AT) g44g2000cwa (DOT) googlegroups.com>,
a (AT) pottnerconsulting (DOT) ca says...
Actually it just lets you export the summaries. Not the data -with-
summaries.

I have found most of the solution.

It is perfectly simple but - at the same time - annoyingly tricky.
It all happens in the dialogue box where you set up the records to export.
Say we're talking about exporting records from a source file to a target
file, where we want to subtotal an Amount per Shop.

The source file should be sorted on the field where you want to see the
subtotal appear, i.e the Shop.
This is the "breaker" field, or (why not?) the "Group By" field.

Now when you choose File..Export, and name the target file, you come to a
window where you specify the export setup.
If the source file is sorted then the sort field appears in the Group By ..
pane, top right.

(If it says Unsorted or the pane is not showing the correct sort field -
That would be Shop in this example - then back out.
Cancel the export and Sort the file on the Shop field. Then start File ..
Export again. )

Now you can check the Group By box on Shop.
Then left, there is a list of fields - including the summary field - that
can be moved to the right pane to be exported .

The trick is to check the Group By box BEFORE moving the summary field to
the right.
If you do that, two versions of the summary field will appear in the right
hand pane.
One is in italic.
This is the one which will subtotal the Amount field when the 'Shop' field
changes.
You can Clear the other one.

All this works provided that you have correctly defined the options in the
summary field, running totals etc.

The annoying part is that, in the export field setup, you have to click in
the right order.
It's OK when you know, but you can't be expected to know beforehand.
Granted, I'm new to this, but it seems to be a bit like ordering steak and
chips with peas.
'Chips and peas with a steak' will not compute.

No more for now. I'll be doing some more testing with multiple Group By
fields.

If anyone knows of a place where this sort of stuff is explained completely
and clearly, then I would appreciate a pointer.

TIA

Maude.