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Adding Group Totals to an Actuate Report

This task is a step in Process of Creating a Report with a Group Break.

Group totals can appear beneath one or more numeric report columns at the end of each group section. Subtotals within each group can be provided for monetary and quantity fields. A grand total of these fields can appear at the end of the report.

Group total data controls are configured in the child After frame of the group section. A group total control sums the values of a datastream variable in all the report rows in the group. To accomplish this, the Sum function is used. The scope of a Sum function within the After frame of a group section is limited to the records in that group. For additional information on the Sum function, see Developing Actuate Basic Reports using Actuate e.Report Designer Professional in Siebel Business Applications Third-Party Bookshelf.

This example uses the report created in Process of Creating a Report with a Group Break. A group total control is added to the After section of the ssGroupStage group section. It enables totaling of the revenue values for each group.

To add revenue totals to a group report

1. Open Actuate e.Report Designer Professional.
2. Drag and drop the ssFrm component of the sscustom.rol library from the Libraries window onto the child After slot of the ssGrpStage tree in the Report Structure window.
3. Subclass the component you added in, and then rename it to ssFrmGroupTotals.

   For more information, see Subclassing an Object and Renaming an Object.

4. Enlarge the frame vertically in the layout pane to about twice its original height.
5. Drag and drop the ssCur component from the Libraries window onto the ssFrmGroupTotals tree.
6. In the Report Structure window, right-click the component you added in Step 5, choose Properties, and then enter Sum(Val([ssRevenue])) into the ValueExp property.

   NOTE:  This expression works only in ENU locale. To make it locale compliant, use the tcCurrency control.

7. Rename the new ssCur frame to curGroupRevenueTot, and then use the Layout window to reposition curGroupRevenueTot so it is aligned with the report's revenue column.
8. Drag and drop the LineControl component from the Libraries window onto the ssFrmGroupTotals tree, and then rename it LineTotal.
9. Reposition the line vertically in the Layout window so it is above the curGroupRevenueTot frame, and then use the left handle to narrow the line so it occupies only the space above curGroupRevenueTot.
10. Save the report design, recompile, and test.

Next, add a final total to the report (optional).

To add a final total to the report

1. Drag and drop the ssFrm component from the Libraries window onto the child After slot of the ssReportOpportunity tree in the Report Structure window.
2. Subclass the component you added in Step 2, and then rename it ssFrmReportTotals.

   For more information, see Subclassing an Object and Renaming an Object.

3. Enlarge the frame vertically in the layout pane to about twice its original height.
4. Drag and drop the ssCur component from the Libraries window onto the ssFrmReportTotals tree.
5. In the Report Structure window, right-click the ssCur component you added in Step 4, choose Properties, and then enter Sum(Val([ssRevenue])) into the ValueExp property.

   NOTE:  An ssCur component assumes amounts are in local currency, as determined by configurations in the Regional Settings in the Windows Control Panel. See How to Display Revenue Information in Siebel Reports for more information.

6. Rename the new ssCur component to curReportRevenueTot, and then reposition it in the layout frame so it is aligned with the report's revenue column.
7. Drag and drop the LineControl component from the Libraries window onto the ssFrmReportTotals frame, and then rename it LineRptTotal.
8. Reposition the line vertically in the Layout window so it is above the curGroupRevenueTot control, and then use the left handle to narrow the line so it occupies only the space above curGroupRevenueTot.
9. Drag and drop the ssLblB component from the Libraries window onto the ssFrmReportTotals frame in the Report Structure window.
10. Set the Text property for the ssLblB control to Grand Total, and then rename it lblRptTotal.
11. Reposition lblRptTotal to the immediate left of the curReportRevenueTot control.
12. Save the report design, recompile, and test.