Create title for a custom grouping

[Former Member]

Hi All,

I want to add a Group Header that says like "Acc 1" and list all 1, then another title but when it starts printing Accounts 2, for example:

Account 1

111111

111121

111112

                              subtotal:

Account 2

222222

22222

2222

                              subtotal

At the moment, I'm able to see the accounts and subtotals, but I want to add title on top of each accounts once they appear.

NOTE: I already have a group that sorts me the account by number, what I need to add is a title on top of each number change.

Thanks!

[abhilash_kumar · Accepted solution]

Hi Mathias,

Create a fomula with this code and place it on the Group Header:

"Account " & Totext({Account_ID})[1];

-Abhilash

[Former Member · Accepted solution]

Hi Abhilash,

That didnt work, Its showing the title for each record, and I only need to see it once for all accounts with 1, then another title for  accounts with 2, etc.

To be more specific, the title should be right after the subsummary of each accounts.

Also, How can I put the name I need in the title? Because I need to put this:

For accounts with 1: "Activos"

For accounts with 2: "Pasivos"

etc

Thanks again

[Former Member · Accepted solution]

Hi,

Try to do it..

Right click on that formula -> Format field -> Common tab -> suppress if duplicate

Thanks,

DJ

[Former Member · Accepted solution]

HI DJ,

It is still printing the title on each record.

[abhilash_kumar · Accepted solution]

Are you sure you have the formula on the Group Header? I suspect the Group Header is 'suppressed' in which case you would need to unsuppress it.

-Abhilash

[Former Member · Accepted solution]

Abhilash,

According to the steps you gave me in the other post "Question regarding Custom Running Total value on Group with same field", I had to supress the Group 1 header.

If I unsupress it, I will not be able to see the data as I need.

[abhilash_kumar · Accepted solution]

I asked you suppress because I wasn't sure whether you wanted to display the titles or not!

You can go ahead and unsuppress it now and it should work as expected.

If it doesn't, please post a screenshot of what you think is going wrong with the report.

-Abhilash

[Former Member · Accepted solution]

Hi Abhilash,

Here are the screenshots, for detail and preview:

And this is my @Nombre formula looks like:

Totext({Bce_consolidado.Account})[1];

if {Bce_consolidado.Account} = '1' then "Activo" else

if {Bce_consolidado.Account} = '2' then "Pasivo" else

if {Bce_consolidado.Account} = '3' then "Patrimonio" else

if {Bce_consolidado.Account} = '4' then "Gastos" else

if {Bce_consolidado.Account} = '5' then "Ganancias"

Regards,

[abhilash_kumar · Accepted solution]

Are you sure you want to have the details section suppressed?

If there are multiple accounts you would always see just the first one if you place the 'Account ID' field on the Group Header.

I think this is what you should do:

1) Modify the @Nombre formula to:

local stringvar acc := Totext({Bce_consolidado.Account})[1];

if acc = '1' then "Activo" else

if acc = '2' then "Pasivo" else

if acc = '3' then "Patrimonio" else

if acc = '4' then "Gastos" else

if acc = '5' then "Ganancias"

2) Drag and drop this formula on the Group Header

3) Delete the 'Group #1 Name' field from the Group Header

4) Move 'Account Name', 'Saldo MN' and 'Saldo ME" fields to the details section

5) Unsuppress the Details section

-Abhilash

[Former Member · Accepted solution]

HI Abhilash,

First of all thanks for your help.

Second, if I put accname, salarioMN and ME in details, I'm able to see the data, but now I'm not able to see the account that references the accname, etc.

[abhilash_kumar · Accepted solution]

I'm sorry what do you mean by that?

-Abhilash

[Former Member · Accepted solution]

Hi Abhilash,

The issue in the previous image, is that I need to see the accID for each accname also, in the workaround you provide me, I'm able to see only the title Activo, then the number 1, and then nothing.

Thanks for your help again.

Please let me know if you have any other ideas for this.

[abhilash_kumar · Accepted solution]

Here are the steps again:

1) Modify the @Nombre formula to:

local stringvar acc := Totext({Bce_consolidado.Account})[1];

if acc = '1' then "Activo" else

if acc = '2' then "Pasivo" else

if acc = '3' then "Patrimonio" else

if acc = '4' then "Gastos" else

if acc = '5' then "Ganancias"

2) Drag and drop this formula on the Group Header

3) Delete the 'Group #1 Name' field from the Group Header

4) Move 'Account Name', 'Saldo MN' and 'Saldo ME" fields to the details section

5) Add the 'Account ID' field to the Details section

5) Unsuppress the Details section

-Abhilash

[Former Member · Accepted solution]

Thanks!