Group Wizard

The Group Wizard will allow you to quickly add group headings, sub-totals and grand totals to your reports.

Panel 1

Begin by selecting the column you wish to add a group to. The last column you clicked on with your mouse will be highlighted automatically.

Panel 2

Specify the type of formatting for the column you require:

As a Heading

This will display a block of descriptive text above the column. Grouped headings will be redisplayed each time the group changes. If you specify a heading you must fill in a column heading name.

If you wish to place a permanent heading above the column that appears at the top of each page, place a text object above the column but outside the anchor margins of the form. (The anchor margin is the green box that appears around the edges of the form. Any object placed in this area or touching this area will appear on every page of the form.)

As a Subtotal

The calculation will change every time the group changes if this option is selected.

As a Grand Total

The calculation will only appear once, at the end of the report or section.

Panel 3

This panel will only appear if you have selected either a sub-total or a total. You may choose from any of 8 different types of calculation:

Sum

This adds up all the numbers in the column.

Average

This calculates the mean or average of the column.

Count

This counts the number of entries in the column.

Minimum

This retrieves the smallest number found in the column.

Margin

This calculates the profit margin. In order to use this calculation you must also specify the Margin or Mark-up Relative To field. This field is assumed to be the total sell price for all the numbers in the column. The column numbers are assumed to be cost prices. The result is displayed as a percentage.

Mark-Up

This calculates the profit mark-up. In order to use this calculation you must also specify the Margin or Mark-Up Relative To field. This field is assumed to be the total sell price for all the numbers in the column. The column numbers are assumed to be cost prices. The result is displayed as a percentage.

Unique Count

This retrieves the number of unique entries that appear in the column. For example, if a column contains the numbers 5, 8, 2, 8 and 1, the unique count is 4, since the second "8" is not included.

Maximum

This retrieves the largest number found in the column.

Note: If you attempt to perform a mathematical calculation on column of dates or text messages, the result will always be zero.

Panel 4

This panel is not displayed if you have selected a grand total. Grand totals always appear at the end of the report or section.

Select which field change will trigger the display of the sub-total. For example, if you wish to show the total number of sales per day, then you would specify the "Date" as the field that must change, before the sales sub-total is displayed.

It is important that the form is also sorted by the group that you choose. If the form is grouped by date but not sorted by date, the sub-total will usually be wrong. To control the sort order of the form or a section of the form, see: Body Links.