hello community,
How can i display the below highlighted fields in a report?
As “Income Totals: 9,997,604.39”
Answer
How to display in report
Best answer by dcomerford
The Type will be Income/Expense/Asset/Liability
+15They are not stored in the database so you cannot print them on a report. Look at the PMTaskTotal tables this should give you what you want as it holds a Total Income and Expense per task and project. You can group by Project to get a project total on a GI/Report
Dermot Comerford
They are not stored in the database so you cannot print them on a report. Look at the PMTaskTotal tables this should give you what you want as it holds a Total Income and Expense per task and project. You can group by Project to get a project total on a GI/Report
Hello
thank you for your prompt response.
So I joined the PMProject table with PMTask Total and applied the same in GI:
But its currently splitting the amount on task level. How can I apply to display the sum of these?
Thanks in advance.
+19Hello
Group by Project on the Groups tab of GI.
Add “Sum” to Aggregate column on the PMTaskTotal column in the Results tab.
Laura
~ Laura Barber, WM Synergy
Hello
Group by Project on the Groups tab of GI.
Add “Sum” to Aggregate column on the PMTaskTotal column in the Results tab.
Laura
Hello
Thank you for your suggestion. As you mentioned, I implemented as following:
But it displays the following amount:
I am also looking to display the Revenue Row → figure under Revised Budget Amount.
I tried using PMTaskTotal.Income, but it displays the same figure - 161705.40. Also the decimals are getting increased 😅
+15Sorry
PMBudget as your table and Group by the ProjectID and Type (. This has the Revised Budget Amount in there)
To not show the decimal on the GI by setting the Schema Field (the result will be formatted to how this screen displays), also just a tip you can can use the Total Agregate Function to do the SUM as well.
Sorry
PMBudget as your table and Group by the ProjectID and Type (. This has the Revised Budget Amount in there)
To not show the decimal on the GI by setting the Schema Field (the result will be formatted to how this screen displays), also just a tip you can can use the Total Agregate Function to do the SUM as well.
Hello
As you suggested, I tried as following:
The result:
Whereas the original figure is:
What is it that i am missing here? Also for the decimals part.
+15+15
The Type will be Income/Expense/Asset/Liability
Dermot Comerford
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