Skip to main content

This content is closed to future replies and is no longer being maintained or updated.
Links may no longer function. If you have a similar request, please write a new post.

Discussion

 Murali Kakarla (MuraliK9593)
SMS Management & Technology

SMS Management & Technology
AU
MuraliK9593 Member since 2016 10 posts
SMS Management & Technology
Posted: May 30, 2017
Last activity: Jun 1, 2017
Posted: 30 May 2017 1:50 EDT
Last activity: 1 Jun 2017 1:09 EDT
Closed

Showing sub-totals in report definition

Hi,

I have a requirement to group the report definition results based on couple of nested categories and show sub-totals for nested categories.

I have attached an image (ReportFormat.png) showing the grouping and sub-total that needs to be achieved.

SUB TOTAL should show the total amount for all cases grouped by 'Mode of payment' and 'Payment towards (Product)'.

ITEM GRAND TOTAL should show the total amount for all cases grouped by 'Payment towards (Product)'.

Other requirement I have is to export this same format to Excel. Is this achievable through Report Definition? Please suggest.

Thanks,

Murali

To see attachments, please log in.
Reporting

Posted: 7 years ago
Posted: 30 May 2017 2:01 EDT
Bhanu Prakash Reddy Anugu (BhanuPrakashAnugu)
TMHCC
Senior Pega Engineer
TMHCC
GB

Hi Murali,
 

Try to use the functions provided by the PEGA for calculations in the Report Definition. If none of the function matches your requirement then write your own function and use it in the Report Definition.Please find the attached image for Reference.

Thanks,

Bhanu Prakash.

To see attachments, please log in.
Posted: 7 years ago
Posted: 30 May 2017 2:32 EDT
Murali Kakarla (MuraliK9593)
SMS Management & Technology

SMS Management & Technology
AU

Hi Bhanu Prakash,

Thank you for the reply. Function on column is displayed as another column. But I want sub-total as a separate row without any other values in columns. I am not sure how to use grouping/summarizing in report definition to achieve this.

Thanks

Murali

To see attachments, please log in.
Posted: 7 years ago
Posted: 30 May 2017 2:48 EDT
Madhuri Koravadi Srinidhi (MadhuriKS)
Virtusa
Madhuri Koravadi Srinidhi
Virtusa
AU

Hi Murali,

You could use the Grouping option in the 'Report Viewer' tab of the Report Definition rule. PFB a sample configuration. You can use the same feature to meet your requirement:

The results:

Show More

Hi Murali,

You could use the Grouping option in the 'Report Viewer' tab of the Report Definition rule. PFB a sample configuration. You can use the same feature to meet your requirement:

The results:

On checking the checkbox: Group results when exporting to Excel, you can export the data to excel with the same grouping format. If you wish to change the default presentation, you may use the option to display grouping using custom section, as well.

For more details on this, please refer to the below pdn help document's Grouping section:

https://community.pega.com/sites/default/files/help_v721/procomhelpmain.htm

Hope this helps!

Thanks,

Madhuri


Show Less
To see attachments, please log in.
Posted: 7 years ago
Posted: 30 May 2017 3:09 EDT
Murali Kakarla (MuraliK9593)
SMS Management & Technology

SMS Management & Technology
AU

Hi Madhuri,

Thank you for the response.

When I configure one of the columns as Summarize (Sum), as I need total of amount the grouping options change.

See below sreenshots:

 

These options not giving the format I want. Also not able to figure out how to get summarized values on nested categories.

Thanks

Murali

 

To see attachments, please log in.
Posted: 7 years ago
Posted: 30 May 2017 3:41 EDT
Madhuri Koravadi Srinidhi (MadhuriKS)
Virtusa
Madhuri Koravadi Srinidhi
Virtusa
AU

Hi Murali,

You may have to make use of functions in this case, for the columns to be summarized, and use it as grouping column.

Please let me know if this works!

Regards,

Madhuri

To see attachments, please log in.
Posted: 7 years ago
Posted: 30 May 2017 4:45 EDT
Bhanu Prakash Reddy Anugu (BhanuPrakashAnugu)
TMHCC
Senior Pega Engineer
TMHCC
GB

Hi Murali,

Function need to be written according to your requirement if none of the function provided by the PEGA doesn't match your requirement.

Thanks,

Bhanu Prakash.

To see attachments, please log in.
Posted: 7 years ago
Posted: 30 May 2017 3:15 EDT
Bhanu Prakash Reddy Anugu (BhanuPrakashAnugu)
TMHCC
Senior Pega Engineer
TMHCC
GB

Hi Madhuri,

Does the Grouping concept is for adding the values of the certain rows of the report definition,or to count the total number of rows of a condition of the report definition(example you provided). I think grouping is for counting the total number of rows of particular condition of the report definition(example you provided) it does not add the values of the report definition rows as per my understanding.

Could you please clarify on this with an example consisting of calculations.

Thanks,

Bhanu Prakash.

To see attachments, please log in.
Posted: 7 years ago
Posted: 1 Jun 2017 1:08 EDT
Murali Kakarla (MuraliK9593)
SMS Management & Technology

SMS Management & Technology
AU

It seems it is not possible to get this kind of format exported to excel straight form report definition execution. Closing this question. 

Thanks for all your suggestions.

If anyone has a solution to do this OOTB without custom code, please do reply to this post.

 

Thanks

Murali

To see attachments, please log in.

Related content:

We'd prefer it if you saw us at our best.

Pega Collaboration Center has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice