Summarizing or merging duplicate lines with cumulative "Quantity" value

[JeffLaB9]

Hello,

I'm very new to Stimulsoft and I have a reporting need that I can't figure out. I often look up the solution to figure it out on my own, but either my wording is wrong, or I just haven't found the solution yet.

I am building a report that shows transactions by employee and i'm looking to summarize duplicates. I've set the GroupHeader to sort by employee so it groups them accordingly. Below is similar to how my Databand is set up to give some visual perspective.

ID -- Employee Name -- Item ID -- Customer Item ID -- Item Description -- (Issue) Type -- Quantity

So what I am looking to do is instead of it showing multiple instances of the same employee issuing the same item, is to merge the lines and have the "Quantity" increase to match the total value. So if "Tim" issued item "12345" 5 times, it would only show this instance once with the Quantity value of 5.

Please also note, some items may issue more than 1 quantity per instance, so I need to summarize those values.

[Lech Kulikowski]

Hello,

Please send us a sample report with test data which reproduces the issue for analysis, we will try to find a solution for you.

Thank you.

[JeffLaB9]

Thank you

Attached is the report i'm working with and a test copy of the data as an example.

[Lech Kulikowski]

Hello,

We couldn't run your report, there is a different data structure. Please modify your report and send us for analysis.

Thank you.

[JeffLaB9]

My apologies, please see the attached revised documents. I've linked it to a CSV this time and named the data source "DataSource2"

[Lech Kulikowski]

Hello,

You can add an additional grouping. Please check the modified report.

Thank you.

[JeffLaB9]

This is perfect! Thank you very much for your support

[Lech Kulikowski]

Hello

We are always glad to help you!
Please let us know if you need any additional help.

Thank you.

[JeffLaB9]

Edit:

I figured out the answer to my own question.


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There is one additional thing I would like to inquire. If you would like this to be moved to a separate post please let me know. I need to have two types of this report: a weekly and a monthly. On the weekly, I need it to show the date range and the monthly, I just need it to show the last months name.

For the weekly, I tried creating a variable with the expression {Today.AddDays(-7)} and {Today.AddDays(-1)}. My goal was that it would essentially show the start-end date of the report but it gave me an error when trying to load the report. Is there a different way I should be approaching this, or is there a "RemoveDays" expression that would work?

For the monthly, I wasn't sure how to approach this. Essentially, the report would be generated February 1st for the previous month (January), so I would need it to just say January 2019.

[Lech Kulikowski]

Hello,

Please send us your report with test data which reproduces the issue for analysis.

Thank you.