Question
Pegasystems Inc.
IN
Last activity: 7 Feb 2020 2:28 EST
Cannot perform summation if grouped results in Report Definition
We need to perform summation of a column in report definition (displayed in report browser) with group by on few columns. As soon as we are putting SUM option for the column, we are the losing the group by option in the Report Viewer and the look and feel gets lost.
How to sum grouped records or total summation of all records in a column without losing the look and feel.
Attaching: Expected -Business requirement to group on few columns and sum the cost
Actual_1: In case of putting sum, the group by is getting lost.
Actual_2: Without putting Sum and using group by in Report Viewer Tab ( summation of cost option not happening)
***Edited by Moderator Marissa to update platform capability tags****
Pegasystems Inc.
US
I don't think this is possible with the current report definition and report viewer, and customizing the report viewer is difficult because a lot of the included section rules are final.
I think a custom solution is your only option here. You may be able to use some of the OOTB capabilities of the table layout to help achieve this.
Pegasystems Inc.
IN
@RonLee_GCS : Thanks. I also thought of similar solution but the report is being directly referenced in report browser so adding any custom sections or tables won't help. As of now, the requirement is changed because of limitations of RD tool but it would be great if this can be taken up as an enhancement in the future releases as it is a very simple and common scenario of grouping and summation.