?
Solved

Report builder expression

Posted on 2013-06-13
3
Medium Priority
?
331 Views
Last Modified: 2013-07-01
I have a bit of a complicated requirement - at least it is complicated to me which is why I am hoping to get an assist.

I have a report that has columns (there is more but this is the only necessary info)

Account Officers             Loan Renewal         Loan Amount

Joe Smith                       New                         100.00

Larry Jones                    Renewal                   200.00

Joe Smith                       Renewal                   500.00

Angie Lowe                    Renewal                   100.00

There are various account officers and I need a Dollar Amount breakout of Total Dollar amount of Loan Renewals that are new and a total of Loan renewals that are renewals for each officer.

What I am looking for is

Joe Smith           Total New  =100.00  Total Renewal = 500.00             Loan Total = 600.00

Larry Jones        Total New = 0           Total Renewal = 200.00             Loan Total = 200.00

Angie Lowe        Total New= 0            Total Renewal = 100.00            Loan Total = 100.00
0
Comment
Question by:Sahap Yuzer
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 37

Accepted Solution

by:
ValentinoV earned 1500 total points
ID: 39246659
I assume you don't need the details level in that same table?  If you do, you might need to adapt the following a little.

Start by grouping the current details level (Row Groups) on Officer.

Then use an expression like the following to get a total per loan type:

=Sum(IIF(Fields!LoanType.Value = "New", Fields!LoanAmount.Value, 0))

For the overall total you just need Sum(Fields!LoanType.Value)
0
 
LVL 37

Expert Comment

by:ValentinoV
ID: 39246662
Or you could just use a matrix.  Put LoanType in Columns, Officer in Rows and LoanAmount in Data.
0
 
LVL 1

Expert Comment

by:Prakash_Kavar
ID: 39265327
yes,matrix format should be a easiest solution as per your requirement.

so Account officer put in row
    Loan renewal in coloumn so group it by value (new,renewal..etc)
    Loan Amount as data

and at the end you can add total so for individiual officer you get it
0

Featured Post

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Time Corrections for Reports Working with a report, we made some interesting discoveries about the time corrections/updates We are using the following Parameters: Starting Entered Date (Date) formatted as Data type: "Date/Time" Ending Entered …
Have you ever had to extract data from a Microsoft SQL Server database and export it to an Excel file, but did not want to use a DTS package? The concept in this article is not new, but it is the answer and will also work on 64-bit SQL boxes.   …
Sometimes it takes a new vantage point, apart from our everyday security practices, to truly see our Active Directory (AD) vulnerabilities. We get used to implementing the same techniques and checking the same areas for a breach. This pattern can re…
How to fix incompatible JVM issue while installing Eclipse While installing Eclipse in windows, got one error like above and unable to proceed with the installation. This video describes how to successfully install Eclipse. How to solve incompa…
Suggested Courses

743 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question