web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Sum expression for Column

(0) ShareShare
ReportReport
Posted on by 3,110

CustAgingSum.png

Hi Experts,

I have a requirement, our company vendor developed a cust againg report only 6 columns company told me to increase the colum to 13 column i did it. Now in cust aging Report is sum on row base that's means the of a row will be shown for one customer, but my organization is demanding for column base that's means what will be the total amount of 1 last month for all customer, what will be for last 2 months total for all customers,

Please check the above image for your clearification.

Best Regards,

Shabir Ahmad 

I have the same question (0)
  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi Shabir,

    Not sure if the original customer aging report has been modified here or a new one has been built from scratch. If the same report is modified, then it is using CustAgingReportTmp as the datasource. You can use an expression like this to get the sum of the column

    =Sum(Fields!Balance01.Value)

    You can replace "Balance01" with the field you are using in the report.

  • Shabir Ahmad Profile Picture
    3,110 on at

    CustAgingSum1.png

    Hi Gunjan Bhattacharyya,

    How can do that such as( Sum(fields which i will take are all expressions(=Sum(iif(DateDiff("d", Fields!DueDate.Value, Parameters!AsDate.Value) >= 0 And DateDiff("d", Fields!DueDate.Value, Parameters!AsDate.Value) <= 30, Fields!AmountCur.Value, 0))))

    Best Regards,

    Shabir Ahmad

  • Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi Shabir,

    Are you not storing these values displayed in the column in a field in the temporary table?

  • Shabir Ahmad Profile Picture
    3,110 on at

    Hi Gunjan Bhattacharyya,

    There is no, temp table only two table has been taken for query as data source and this query base report all the calculation and logic has been done using these expressions. So there is no temp table.

    Best Regards,

    Shabir

  • Gunjan Bhattachayya Profile Picture
    35,423 on at

    Could you please share the query being used and the expression  in the report displaying the amount values?

  • Suggested answer
    Ibrahiman Profile Picture
    40 on at

    Hi Shabir,

    If your current Aging periods columns calculation which are grouped by Customer level are correct, then all you need to do is to remove customer row group from the table and keep same expression on the aging periods columns. As you can't show total balance on columns level while you are already splitting the values on row level based on customers.

    Hope this helps,

  • Suggested answer
    Ibrahiman Profile Picture
    40 on at

    The expressions seems fine, don't change expressions on the columns. only remove customer row group from table design, but firstly copy same columns from Customer Row group to Table footer section so the summation will be on whole data level.

  • Shabir Ahmad Profile Picture
    3,110 on at

    Hi Ibrahiman ,

    Now, this was group by Posting Profile, i removed group by posting Profile , what will be process.

    Best Regards,

    Shabir

  • Verified answer
    Ibrahiman Profile Picture
    40 on at

    Hi Shabir,

    Copy same columns of Aging Periods Calculation that was on Customer Row group to (Table footer) section so the summation will be on whole data level.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 646 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans