Well, how about we add those "Report calculated" fields - month total income, total income ( which in this case is actually for the year...)
What I am going to do first is just add the field, Income into the group footer bands for the MonthName and Year groups - just like I did for the header..click in the band and then double click on the field name in the Add field window.
Then I will change the data setting for the text boxes to get the "Accumulated" value for the groups.
To do this, after adding the fields click on the text box for the Income field in the MonthName group footer.
In the property editor, the area on the right side of the window, I select the Data tab.
There are now Four properties listed:
Date Field Type
Data field
Function
Scope
In "Data Field Type" select "Function" from the drop down list. Notice that the selection in the next property goes blank.
In "Data field" select Income form the drop list again.
In "Function" select "Accumulated"
The "Scope" defaults to "Group:Month" ( remember we grouped on the field "Month", but added the actual field "MonthName" for display )
Next I select the label "Income" in the Month group footer and in the property editor I select the General tab.
Change the property Label to "Month total:"
Change the property Alignment to "Right"
Great now I repeat these steps for the Year group footer..
Finally I will select both the Label and Text box in the Month group footer and move them to the right so they line up under the Income field in the detail section.
Here is how the report should look now:
This looks like a good point to do a test run of the report...and here is the output:
hmmm - not exactly what I wanted..the grouping is good, the totals are good...but the labels on each detail line is not what I want and the income vlaues are not displayed as Currency.
To handle the labels for the detail fields you can use a little trick - the group header is only displayed once..so.
Select all three labels ( income, Description, Income) and using the mouse move them up till they are displayed in the bottom of the group header and drop them.
In fact while I have all three labels select I will also go to the property editor and in the General tab change the font setting ( use the button to the right of the font name ) to select bold italic for these labels.
Next I will grab the three text boxes in the detail section and move them to the top of the band, then shrink the band just as small as I can get it.
I will also make a couple more changes...I think I will delete the Year label and the MonthName labels in the respective group headers. Then slide the MonthName field text box all the way to the left of the page.
Next I will expand the Month group band a bit, slide the label and text box down just a litte and use the horizontal line tool to place a single line above the text box.
Then shrink the label for Total Income: by half, slide it to the left of the page also and slide the text box left to touch it.
Here is the report layout now:
Last step - format for Currency...