Is it Possible to add a Line/Row Number to a Summary Report

Chuck Kennedy

I have a summary report that summarizes multiple lines of data based on a description field and the location number.  All LInes have the same invoice number.  When it gets to the Summary level, I need to add a "-xxx" to the invoice number where xxx is a unique number or sequential number either one.   I can do it at the row level of the table but when I summarize it will not summarize the records because of the unique row numbers from the table level.

 

Is it possible to generate a unique row number at the summary level?

Baba_Majekodunmi_703

Hi Chuck!

Yes it can be done. You mention that -xxx is a unique number of a sequence. If it is a unique number you can do it by using the 'insert text' option in Data Prep Studio. This requires that the field be a 'string/character' format.

If it is a sequence, you can do it using by creating a new column, or a calculated field, and then merging that field with the invoice number.

Here are screenshots based on the insert text option.

 

 

 

 

Chuck Kennedy

Baba Majekodunmi_21731 said:

Hi Chuck!

Yes it can be done. You mention that -xxx is a unique number of a sequence. If it is a unique number you can do it by using the 'insert text' option in Data Prep Studio. This requires that the field be a 'string/character' format.

If it is a sequence, you can do it using by creating a new column, or a calculated field, and then merging that field with the invoice number.

Here are screenshots based on the insert text option.

 

 

 

 

Thanks for the quick response.  Unfortunately, we dont use the data prep studio.  I think everyone has it but the folks I am creating this for does not use it or know how.  Therefore I have never really spent a lot of time in it..

 

Is there any other way to do it?

 

Baba_Majekodunmi_703

Chuck Kennedy said:

Thanks for the quick response.  Unfortunately, we dont use the data prep studio.  I think everyone has it but the folks I am creating this for does not use it or know how.  Therefore I have never really spent a lot of time in it..

 

Is there any other way to do it?

 

Okay, that's fine. In Monarch Classic it's a similar process. Make sure the invoice number column is changed to string/character, and you can use a formula field to add the consistent text.

Is it a consistent text of a sequential one?

If it is sequential, you'll need to maybe create then in a csv or excel file and bring that in as an external look up.