Aggregating group subtotals

[evflores001]

Hello,

I am having some issues aggregating values obtained by grouping data. The data were grouped based on borrower first and last name as otherwise the report would list the same borrower more than once as some borrowers have more than one unique borrowerId.

I was able to group the borrowers and their loans accordingly but now I am having issues pulling values from other parts of the report to do simple arithmetic.

My goal is to obtain the principal balance of each borrower and divide it by the TotalUnpaidPrincipalBalance. When I try pulling the total UPB (unpaid principal balance) into the group header it just returns the same amount as the principal balance of each borrower.

What would you recommend?

Thank you
Enrique Flores

(p.s. I am not sure how to download the report in MRT format as I do not have a drop-down menu with a "Save As" option)

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[evflores001]

The attachment ExposureLimitReport_201229.png is no longer available

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[evflores001]

ExposureLimitsTotalLoanAmount_201229.png (122.08 KiB) Viewed 2980 times

[evflores001]

I was able to obtain my desired outputs using the setting the "Process Duplicates" property to "Merge by Tag"

Though the output values are accurate, the format of the output is not what I was looking for. I added the lines to separate and to differentiate the values because adding a component style for odds/evens would look very strange.

[Lech Kulikowski]

Hello,

Please send us a sample report with test data that reproduces the issue for analysis.

Thank you.

[evflores001]

Hello,

Please send us a sample report with test data that reproduces the issue for analysis.

Thank you.

Thank you for getting back to me. How can I send you the sample report?
I'm using the .NET reporting tool.

[Lech Kulikowski]

Hello,

Report template - .mrt file and test data (xml, json, etc) that we can run and reproduce the issue.

Thank you.

[evflores001]

I was able to resolve my issue using a merge based on values and tag.

However, I have a different issue for the same report. Could you show me or tell me where I can download an .mrt version of my report as I do not see the option to do so.

savingReport1.png (41.78 KiB) Viewed 2873 times

[evflores001]

This is my submenu under "File" tab

savingReport2.png (4.89 KiB) Viewed 2873 times

[evflores001]

[UPDATE] We made some changes to the Reporting tool on our end. We are now able to save as .mrt