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Summing in Table Box

Hi,

Just wondering if anybody could help me with a query.

What I have is I loaded in a join Statement because I had Accounts for May that I wanted to look at with how much income they made.

From another file I had the list of every company and their name and I created a join so I could see from a table which accounts had income in may and the name beside them this all worked fine. some didn't have income In May and they are near the bottom as they weren't in the first join from the accounts that brought income in May.

So this was fine I loaded all these into a table box and that was fine. So what I am looking to do is to find out which Name brought in the most amount of income for May by getting the sum of income from all their accounts.

When I export into Excel I was hoping to have all the headings I have in the table Box but have them in order where all the names are lined up side by side and the sum of the amount they brought in.

Right now the table box is like in my attached Example where all the name are not in order and the amounts are not side by side. So what I am to do is on the  table to be able to see in order each sellers name and the amount of income they brought in for each account. So I can see for May who was the top salesperson by who brought in the top gross amount for their accounts combined.

If this is possible I have attached a small sample file with the headings so you can get an idea of what I am looking for and it would make things so much easier if anyone could help.

Kind Regards.

1 Solution

Accepted Solutions
sunny_talwar

Sure thing.

I just loaded you data as it is:

Table:

LOAD [Table 1],

    [Table 2],

    Company_ID,

    CompanyName,

    Name,

    SellerID,

    Income

FROM

Community_171523.xlsx

(ooxml, embedded labels, table is Sheet1);

Created a chart object (Straight Table) with following dimensions:

  • Table 1
  • Table 2
  • Company_ID
  • CompanyName
  • Name
  • SellerID
  • Income

Expression: =Sum(TOTAL <Name> Income)

HTH

Best,

Sunny

View solution in original post

4 Replies
jagan
Partner - Champion III
Partner - Champion III

Hi,

Summing is not available in Table Box, instead you can use Straight table and use Sum(FieldName) as expression for summing.

Regards,

Jagan.

sunny_talwar

Not sure if this has any significance in the excel file you posted, but I removed it because I was not sure how to use it.

Capture.PNG

Is this the result you are looking to export?

Capture.PNG

If it is then check out the attached application.

HTH

Best,

Sunny

Not applicable
Author

Hi Sunny,

Thanks for the reply firstly no what you deleted out is really of no relevance.

Unfortunately I am using a personal edition so I can't open the suggested file is their any chance you could post up an explanation if it's not too much trouble.

Thanks again.

sunny_talwar

Sure thing.

I just loaded you data as it is:

Table:

LOAD [Table 1],

    [Table 2],

    Company_ID,

    CompanyName,

    Name,

    SellerID,

    Income

FROM

Community_171523.xlsx

(ooxml, embedded labels, table is Sheet1);

Created a chart object (Straight Table) with following dimensions:

  • Table 1
  • Table 2
  • Company_ID
  • CompanyName
  • Name
  • SellerID
  • Income

Expression: =Sum(TOTAL <Name> Income)

HTH

Best,

Sunny