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Create a Running Total or Summary of Maximum Values in a group

Posted on 2004-08-19
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Last Modified: 2010-08-05
I need to sum a set of Maximum Values for a field named ContractRevisedValue. I have 3 levels of grouping. First by Project Name, Second by a formula field which takes the Left 2 characters from a field named BudgetCode and third by ContractNumber. The field ContractRevisedValue is actually a summary field within the Contract Invoice. A contract can have multiple invoices associated with it. Therefore, the ContractRevisedValue can have multiple values. Since I am looking for the most current value, I take the Max of the value and throw that into the Group 3 Header along with the Contract Number. I have tried to create a Running Total Summary field but am probably not choosing the appropriate change criteria in the Edit Running Total Field dialog box. The goal is to have a summary of the maximum values at the second grouping. In regular terms, I would like to know the sum of Maximum Contract Values for Each change in Budget Code.
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Question by:MarkEOwen
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bdreed35 earned 500 total points
ID: 11842856
You may have set up you running total correctly, but since CR calculates running totals while records are being printed, you won't have the correct value displayed unless you place the RT field in the Group 2 Footer.  

Looking at what you are tyring accomplish, I don't think it is possible to get it to display in the Group Header, even if you went with formulas and variables.  You can definetly get it to calculate and display the proper value in the Group 2 Footer if you place it there.

Try moving it to the footer as the first step and see how your values comes out.  You won't be able to summarize another summary field like the max, but if you sort the details ascending, then set up you RT to sum ContractRevisedValue, Evaluate on change of Group 3, and then Reset on change of Group 2, you will probably be getting the resutls you want.
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Author Comment

by:MarkEOwen
ID: 11842915
I have tried the RT field in both footers on groups 2 and 3 and the max value is displayed, not a summary. Unfortunately, I don't have access to the underlying detail for the summary field ContractRevisedValue.
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Author Comment

by:MarkEOwen
ID: 11934830
I am unable to use the summary fields so I have had to resort to using several SQL views to extract the data directly from the details
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