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Finance | Project Operations, Human Resources, ...
Answered

How to get SUM of particular field's values in Electronic Reporting?

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Posted on by 62

Hello All, 

I am using Electronic Reporting to generate an Output File comprising of Vendor Payments.  Info being gathered from Vendor Payment Journals and lines.  LedgerJournalTrans being used as main datasource for all the Lines/Details records in the Text Output file.   Below is a snippet of the Format Designer and Model Mapping : 

pastedimage1618471186204v1.png

LedgerJournalTrans Record List, and an Enumeration of that Record List is what is comprising of my recursive DetailRecords Sequence in the file.    However, in the Trailer Record, I need to sum up the values of all the Debit Payments from the Lines.   Sum of the values in AmountCurDebit column from the entire record list returned from LedgerJournalTrans.   

I am trying to use SUMIF() ER Function, but it is asking as arguments...some Collected data key name .   On none of the Sequence control or other String controls did I find this Collected Data Key Name property.  So not sure what it is.   

What exactly should I be passing to the SUMIF() function to get my total?

Thank you. 

  • Verified answer
    Martin Dráb Profile Picture
    240,815 Most Valuable Professional on at

    You can use the SUM() function in a "Group by" element. You're not forced to choose any fields to group by, therefore the aggregation will include all records.

    You can configure the collector data key name in properties of a sequence.

    You'll see both approaches in Example: Defer the execution of a sequence element in an ER format.

  • RaghuD3FO Profile Picture
    62 on at

    Thank you Martin.  That is very helpful.  I was able to create a Group By on the Record List and inside the Edit Group By window was able to do a SUM function on the specific field.  

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