How to Link Fund Amounts to Fund Sources

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ericp
Posts: 51
Joined: Mon Aug 21, 2023 9:22 pm

How to Link Fund Amounts to Fund Sources

Post by ericp »

Hello, I've been trying to create a report where I want to break down my Fund Sources into categories (by Year and then by phases). For example I have Fund A, with the Funds being in Years 2023, but within the 2023 year, the funds are split into Phase 1 and Phase 2. I want to be able to split it up in the spreadsheet, but I'm unable to separate them as they just keep repeating the amount throughout my table.

Here is my mrt file for this report. Thank you!
Attachments
FundingChangeDetail.mrt
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Screen Shot 2024-06-03 at 2.42.11 PM.png
Screen Shot 2024-06-03 at 2.42.11 PM.png (402.5 KiB) Viewed 4837 times
Lech Kulikowski
Posts: 7291
Joined: Tue Mar 20, 2018 5:34 am

Re: How to Link Fund Amounts to Fund Sources

Post by Lech Kulikowski »

Hello,

Most probably, in your case, you should use groping.

Thank you.
Attachments
FundingChangeDetail_modified.mrt
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ericp
Posts: 51
Joined: Mon Aug 21, 2023 9:22 pm

Re: How to Link Fund Amounts to Fund Sources

Post by ericp »

@Lech thank you for that info, I had a follow-up question. I want to also include another object into the group header. Is that possible?

In the screenshot you can see that the groupheader is using the CurrentProjectRevision_ProjectRevisionFunding which is awesome, but I want to also add information in the PreviousProjectRevision_ProjectRevisionFunding object so that I can show a before and after value.
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Screen Shot 2024-06-04 at 12.25.47 PM.png
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Lech Kulikowski
Posts: 7291
Joined: Tue Mar 20, 2018 5:34 am

Re: How to Link Fund Amounts to Fund Sources

Post by Lech Kulikowski »

Hello,

In this case, you should add details bands or columns via relations.

Thank you.
ericp
Posts: 51
Joined: Mon Aug 21, 2023 9:22 pm

Re: How to Link Fund Amounts to Fund Sources

Post by ericp »

I have attempted to create relations and even added extra databands with master components linking back to the CurrentProjectRevision, it keeps showing up as blank though.

I went ahead and attaached the mrt file again in hopes that you can assist. Thanks!
Attachments
FundingChangeDetail_modified.mrt
(230.66 KiB) Downloaded 326 times
Screen Shot 2024-06-05 at 2.58.26 PM.png
Screen Shot 2024-06-05 at 2.58.26 PM.png (126.49 KiB) Viewed 4799 times
Screen Shot 2024-06-05 at 2.58.02 PM.png
Screen Shot 2024-06-05 at 2.58.02 PM.png (807.83 KiB) Viewed 4799 times
Lech Kulikowski
Posts: 7291
Joined: Tue Mar 20, 2018 5:34 am

Re: How to Link Fund Amounts to Fund Sources

Post by Lech Kulikowski »

Hello,

Sorry, but we did not exactly understand your data logic. Try to use master-detail-subtedetail construction.

Thank you.
ericp
Posts: 51
Joined: Mon Aug 21, 2023 9:22 pm

Re: How to Link Fund Amounts to Fund Sources

Post by ericp »

@Lech, I'm having a really hard time getting it to work as you suggested by using master-detail-subtedetail construction.

Essentially I have 2 JSON objects that I want to put into 1 GroupHeaderBand. These 2 JSON objects would help me compare the Current vs Previous Revision data
Lech Kulikowski
Posts: 7291
Joined: Tue Mar 20, 2018 5:34 am

Re: How to Link Fund Amounts to Fund Sources

Post by Lech Kulikowski »

Hello,

We did not exactly understand your data logic but we will try to investigate your issue.

Thank you.
ericp
Posts: 51
Joined: Mon Aug 21, 2023 9:22 pm

Re: How to Link Fund Amounts to Fund Sources

Post by ericp »

In the example mrt file that you saw, we have a GroupHeaderBand that is grouping the FundTypes. However, it is only showing the FundTypes for the CurrentProjectRevision. I'm trying to also include the PreviousProjectRevision (which is another object in my JSON) to this GroupHeaderBand. I can't seem to get the information to show no matter what relation I put into the CurrentProjectRevision object.
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