Page 1 of 1
How to Link Fund Amounts to Fund Sources
Posted: Mon Jun 03, 2024 9:42 pm
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!
Re: How to Link Fund Amounts to Fund Sources
Posted: Tue Jun 04, 2024 9:04 am
by Lech Kulikowski
Hello,
Most probably, in your case, you should use groping.
Thank you.
Re: How to Link Fund Amounts to Fund Sources
Posted: Tue Jun 04, 2024 7:25 pm
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.
Re: How to Link Fund Amounts to Fund Sources
Posted: Wed Jun 05, 2024 9:29 pm
by Lech Kulikowski
Hello,
In this case, you should add details bands or columns via relations.
Thank you.
Re: How to Link Fund Amounts to Fund Sources
Posted: Wed Jun 05, 2024 9:58 pm
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!
Re: How to Link Fund Amounts to Fund Sources
Posted: Fri Jun 07, 2024 12:58 pm
by Lech Kulikowski
Hello,
Sorry, but we did not exactly understand your data logic. Try to use master-detail-subtedetail construction.
Thank you.
Re: How to Link Fund Amounts to Fund Sources
Posted: Mon Jun 17, 2024 11:09 pm
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
Re: How to Link Fund Amounts to Fund Sources
Posted: Wed Jun 19, 2024 2:37 pm
by Lech Kulikowski
Hello,
We did not exactly understand your data logic but we will try to investigate your issue.
Thank you.
Re: How to Link Fund Amounts to Fund Sources
Posted: Thu Jun 20, 2024 5:25 pm
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.