DPS, Subtotals and Summaries

Andy_21788
Andy_21788 Altair Community Member
edited October 2019 in Community Q&A

Thanks to Steve's help I've got a table in DPS that looks like this

image



Some assignments have more than one deduction and I need to subtotal the deduction amounts (ignore the last column) before combining data from another table in a join.  I can do the subtotalling in a summary but then I don't think I can treat that summary as a table.  I guess I could export the summary and bring it back in to the workspace as a new table but it would be nice to avoid that step if possible. 

Is there a way of getting a subtotal in the table - or am I going about this in completely the wrong way?

Thanks

Andy

------------------------------
Andy Coles
Pension Manager
Dorset Healthcare University NHS Foundation Trust
01305 361302
------------------------------
Tagged:

Best Answer

  • Vanessa_21460
    Vanessa_21460 Altair Community Member
    edited October 2019 Answer ✓
    Hello Andy,

    You should be able to use the Group function that is under the transform tab. Assignment number is key, and then checkmark next to any fields you need retained in the report with the Deduction Amount aggregate type drop down of SUM. Below is a really simplified version.

    image


    ------------------------------
    Vanessa Tanner
    Manager Optimization Services
    Gap Inc Store Labs
    San Francisco NM
    (505) 462-0455
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-03-2019 06:07 AM
    From: Andy Coles
    Subject: DPS, Subtotals and Summaries

    Thanks to Steve's help I've got a table in DPS that looks like this

    image



    Some assignments have more than one deduction and I need to subtotal the deduction amounts (ignore the last column) before combining data from another table in a join.  I can do the subtotalling in a summary but then I don't think I can treat that summary as a table.  I guess I could export the summary and bring it back in to the workspace as a new table but it would be nice to avoid that step if possible.

    Is there a way of getting a subtotal in the table - or am I going about this in completely the wrong way?

    Thanks

    Andy

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01305 361302
    ------------------------------
    "

Answers

  • Rebecca_Cronin
    Rebecca_Cronin
    Altair Employee
    edited October 2019
    Hi Andy, 

    Thank you for your question.  One of our Staff Members will reply shortly.   Thank you for your patience.  

    Kindly,
    Rebecca

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-03-2019 06:07 AM
    From: Andy Coles
    Subject: DPS, Subtotals and Summaries

    Thanks to Steve's help I've got a table in DPS that looks like this

    image



    Some assignments have more than one deduction and I need to subtotal the deduction amounts (ignore the last column) before combining data from another table in a join.  I can do the subtotalling in a summary but then I don't think I can treat that summary as a table.  I guess I could export the summary and bring it back in to the workspace as a new table but it would be nice to avoid that step if possible.

    Is there a way of getting a subtotal in the table - or am I going about this in completely the wrong way?

    Thanks

    Andy

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01305 361302
    ------------------------------
    "
  • Vanessa_21460
    Vanessa_21460 Altair Community Member
    edited October 2019 Answer ✓
    Hello Andy,

    You should be able to use the Group function that is under the transform tab. Assignment number is key, and then checkmark next to any fields you need retained in the report with the Deduction Amount aggregate type drop down of SUM. Below is a really simplified version.

    image


    ------------------------------
    Vanessa Tanner
    Manager Optimization Services
    Gap Inc Store Labs
    San Francisco NM
    (505) 462-0455
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-03-2019 06:07 AM
    From: Andy Coles
    Subject: DPS, Subtotals and Summaries

    Thanks to Steve's help I've got a table in DPS that looks like this

    image



    Some assignments have more than one deduction and I need to subtotal the deduction amounts (ignore the last column) before combining data from another table in a join.  I can do the subtotalling in a summary but then I don't think I can treat that summary as a table.  I guess I could export the summary and bring it back in to the workspace as a new table but it would be nice to avoid that step if possible.

    Is there a way of getting a subtotal in the table - or am I going about this in completely the wrong way?

    Thanks

    Andy

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01305 361302
    ------------------------------
    "

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