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crowcoder@gmail.com Report Groupings help
I've just begin with the Force.com platform. Any other reporting tool I've used (SSRS, Access, Crystal, etc) has the ability to group within groups. In the example below, I would want to group by client and show some client data, then show parts they have purchased. Ideally I would show service calls as a level and parts inside that level, but if I can figure out how to do this simpler scenario, I should be good to build heirarchies.
Looking at my mock up, is this possible in the report builder?
| Williams | John | ||||
| client id | address | phone | |||
| 12 | 34 Oak St. | 123-456-9090 | |||
| Part # | part Desc. | qty | Price ea | subtotal | |
| 90-933 | ½'' PVC bushing | 3 | 0.89 | $2.67 | |
| 88-009 | tfe tape | 1 | 1.39 | $1.69 | |
| 34-001 | Hammer arrestor | 1 | 46.88 | $46.39 | |
| $50.75 | |||||
| Clayton | Mary | ||||
| client id | address | phone | |||
| 206 | 191 Crooked Brook | 898-111-2222 | |||
| Part # | part Desc. | qty | Price ea | subtotal | |
| 60544 | 1½ pvc sched 40 pipe | 90 | 0.29 | $26.10 | |
| 444-6 | PVC cement | 1 | 8.99 | $8.99 | |
| $35.09 | |||||
| Michaels | Lawrence | ||||
| client id | address | phone | |||
| 45 | 4456 Wild Way | 888-444-5568 | |||
| Part # | part Desc. | qty | Price ea | subtotal | |
| 60544 | 1½ pvc sched 40 pipe | 90 | 6.23 | $560.70 | |
| 88-009 | tfe tape | 3 | 1.39 | $4.17 | |
| $564.87 | |||||
When you create a new report ,change the format of the report.By default it will be Tabular make it to summary format.Then drag and drop the field ,to create grouping.
Detailed explanation given in HELP FOR THIS PAGE of reports..
Thank you for your reply. I should have mentioned, of course I tried that already. I cannot produce the output in my mock up. I am hoping that I am missing something. This is a very basic requirement of reporting and I do not look forward to finding out that it is not supported here.
This is as close as I can get. Notice the groupings are stacked on each other, no rows between them and each row repeats data that should only show in the detail of its respective grouping:
Client (1 Record)
Parts(3 Records)
Williams John 12 34 Oak St. 123-456-9090 90-933 ½" PVC bushing 3 .89
Williams John 12 34 Oak St. 123-456-9090 88-009 tfe tape 1 1.39
Williams John 12 34 Oak St. 123-456-9090 34-001 Hammer Arrestor 1 46.88
etc..