How to remove duplicate line item from report?
We are formating a report to illustrate a summary of customer activity. The report is based on one customer (CustomerNumber). Within that, it illustrates the customer spending on each of our product lines. We use that as our Group (ItemClass). Further, we then illustrate the summary each item (ItemNumber) in that class for total purchase. So it looks like this;
Group1 - ItemClass (with summary of total spend amount $)
Group2 - Item (with summary of qty purchased and total spend amount $)
The problem is that I have a specific item (Group2) that is showing up under two seperate ItemClass groups (Group1). have traced it back to a database problem. Going forward it should be solved. However, reporting on historical data is the issue.
I am needing a way to exclude this item from the reporting data, under one specific group of the two it shows up under. Something along this line of logic;
if Group1 = "DEF" and Item = "ABC" then (do not show up!!!)
I can supress the item in various ways, but the $ value still totals in the group summary - which is what I am trying to avoid. The bottom line goal is to exclue the $ value from the summarey.
Any help would be greatly appreciated!
Group1 - ItemClass (with summary of total spend amount $)
Group2 - Item (with summary of qty purchased and total spend amount $)
The problem is that I have a specific item (Group2) that is showing up under two seperate ItemClass groups (Group1). have traced it back to a database problem. Going forward it should be solved. However, reporting on historical data is the issue.
I am needing a way to exclude this item from the reporting data, under one specific group of the two it shows up under. Something along this line of logic;
if Group1 = "DEF" and Item = "ABC" then (do not show up!!!)
I can supress the item in various ways, but the $ value still totals in the group summary - which is what I am trying to avoid. The bottom line goal is to exclue the $ value from the summarey.
Any help would be greatly appreciated!
peter57r
If you know what the specific record is, can't you exclude it via the record selection rules?
ASKER
I dont think so. If I exclude the item itself, it will remove it from the entire report. I still need the item to show up under the "GroupABC", but I need to exclude it from the "GroupDEF.
ASKER
If there is a way to exclude via record selection rules, to meet my criteria, it do not have that knowledge.
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Agree. There must be 2 records and something in them is different since it is putting them in 2 different groups.
WHat is the group1 criteria? You could use the select expert to filter that record.
A better idea would be to find it in the database and delete it.
mlmcc
WHat is the group1 criteria? You could use the select expert to filter that record.
A better idea would be to find it in the database and delete it.
mlmcc
You said that Group1 was ItemClass, in which case you should be able to exclude that record using a record selection formula like:
Not ({table.ItemClass} = "DEF" and {table.Item} = "ABC")
Obviously, replace "table" with your datasource name.
James
Not ({table.ItemClass} = "DEF" and {table.Item} = "ABC")
Obviously, replace "table" with your datasource name.
James
ASKER
Thanks peter57r. You are correct. I was chasing a simple nuts and bolts problem, but looking at it wrong. Your feedback got me to slow down and look harder. Thanks!