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Dynamics 365 general forum

How do I get summary info on to a detail row format in frx

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Posted on by 25

I have a row format for all of my different divisions. I want to divide one of the numbers with total company sales.  This is how I've done it, but I have to tell you, surely there is a much more intelligent way.

 

In my tree I have

division +

                |

                +---------tot

division2+

                 |

                 +----------tot

The division and division 2 row format is all P&L2.  The row link is to row format tot for row Revenue.  The account mask is [div]?????????????

The tot row format is tot.  The only row in tot is for revenue and has a gl link of 3.  The account mask for tot is ??&?????????????? etc.  So I pulled general info in tot to detailed sheets division adn division2 by making a separate child for each division in the tree format.  This means we have to query an entire year's worth of data or whatever for each division.  If tot is at the same level as division and division2, this won't work, to tahs to be a child.  Isn't there something way smarter than this So I can get total revenue and division income statement on teh entire sheet.

  • Suggested answer
    STEVE CROUCHER Profile Picture
    STEVE CROUCHER 5 on at
    Re: How do I get summary info on to a detail row format in frx

    I don't know if this is what you are looking for or not....

    My tree for the entire company is set up as follows:

    Summary (under column C) (this report when generated shows row totals for all the Division links below it)  (Note: these are all expanded links on the left side of the split screen under Tree)

    Division A Totals (under column C) (description under column D) (this report totals for all the depts under this division)

    1 (under column C) (description Dept 1 under column D) (01-&&&&-???? column G Mask)

    2 (under column C) (description Dept 2 under column D) (02-&&&&-???? column G Mask)

    3 (under column C) (description Dept 3 under column D) (03-&&&&-???? column G Mask)

    Division B Totals....etc, etc

    This enables me to use a common row format for this report, but also to generate reports for Division A, Division B, or any of the Depts individually.

    As mentioned above, the screen is split and the left side looks like this:

    (file icon) Summary

        I + (file icon) Division A

        I    + 01

        I    + 02

        I    + 03

        I + (file icon) Division B

        I     + 04

        I etc

        I etc

    Each of the Depts rolls up to a Division, and the Divisions roll up to a Summary report.

    Don't know if this makes any sense, but if I had your e-mail address, I could send you a screen print.

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