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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Displaying Dynamic set...
Microsoft Dynamics AX (Archived)

Displaying Dynamic set of Amount Totals in Groups based on Account number on my Report

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Posted on by Sabarishkk 25

I would like to make a grouping total on my report. In the attached screenshot I have records grouped based on Account Number.  I would like to see a total of every account group separately. In the below case an Amount total of group 503 and 504.
Can this be achieved on SSRS report design level or controlled in DP class level?

7870.1.jpg

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Sabarishkk,

    If it is 'just' an account based report - that is a report based on ledger accounts - then you do not need to develop anything but can rather use the Management Reporter and configure that report.

    Yet, from your screenprint, I can see a vendor column with no data.

    Is it a vendor based report that you want to create?

    Would be great if you could provide more details here.

    Many thanks,

    Ludwig

  • Sabarishkk Profile Picture
    Sabarishkk 25 on at

    Hi Ludwig,

    Thanks for your thoughts on this. The report is a collection of data from vendor , Expense and Payment journals, account number is a field which displays only Account number based on which record grouping is done. In My case I have 4 records grouped with Account 503 with amounts 1000+200+100+30.95 and 1 record with 504 having Amount 1300. I am looking to get a Subtotal of Account 503 - 1330.95 and Account 504 - 1300.  If 505 record exists, sum 505 Amount and to display in Account 505 likewise.

    I hope this is helpful Let me know if there is something I can clarify on.

    Best Regards

    Sabarish

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sabarish,

    In this case you cannot go along with the Management Reporter as it does not include all the subledger information you need but only focuses on findims and accounts.

    What you can do possibly is having a look at the standard perspectives (cubes) that you can find in the AOT.

    I would expect that the ledger or vendor cube contain the information you are looking for but I do not know by heart.

    Probably have a look at those perspectives and if they don't fit you can still create your own SSRS report.

    Best regards,

    Ludwig

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