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Report Builder
Tutorial


Creating Fields to Total the Sales for Each Item and
All Sales Representatives

This section describes how to create the last two types of fields necessary for this report. Now that you have created fields to total each item by sales representative and all the sales for each representative, you must create a field, Item–Total, to calculate the total of each item. This field provides an overall item total that is not specific to any sales representative.

Follow these steps to create the Item–Total and Grand–Total–Sales fields:

  1. Create an aggregate field, Item–Total, using the settings listed in the following table:
  2. Option
    Setting
    Type
    Total
    Field
    Order–Line.Extended–Price
    Reset
    1) Item–Name
    Accumulation
    Every Composite
    Processing
    Final Pass

    By calculating a total based on the Extended–Price field that resets after every item, this field performs the task of going through every order and calculating how much of each item has been sold.

  3. Create an aggregate field, Grand–Total–Sales, using the settings listed in the following table:
  4. Option
    Setting
    Type
    Total
    Field
    Order–Line.Extended–Price
    Reset
    No–reset
    Accumulation
    Every Composite
    Processing
    Final Pass

    These settings instruct Report Builder to add all the values of Extended–Price to calculate the grand total of all the items sold by all the sales representatives.

Notice that the only difference between these two fields is how often Report Builder resets the field value to zero.


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