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 Stonefield Query Support Forum

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Subject: Sorting Sums

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Author Messages
pcarpinella
Posts:1

07/06/2007 10:20 AM Alert 
I am trying to run a report on sales opportunity. I have been able to group the report by company and have totaled a "price" field to get the sum of the sales opportunities for each company. Is it possible to sort on the sum value?
tmansuy
Posts:161

07/06/2007 2:55 PM Alert 

Doing this is possible, but not easy.

One way to implement sorting by a sum is to do the following:

1) Create a custom field in the relevant table to store a particular sum. For example, if the report is based on contacts, and the sum is on opportunities for each contact, then add the field to the contact table. See the help file for details on customizing the data dictionary.

2) Have the custom field call a user defined function that, given a contact, calculates the sum manually for that contact. See the help file for details on user defined functions.

3) Add the custom field to the report and sort on it. You can hide the field from the report entirely if you like (in older versions, set the width to 0), but it still needs to be included.

Trevor

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