Displaying sum of amount by date range inside a group

2 posts, 0 answers
  1. David
    David avatar
    3 posts
    Member since:
    Oct 2016

    Posted 26 Aug Link to this post

    For the life of me, I cannot figure out how to make this work.    

    Standalone Report Designer:

     

    I have a dataset coming from an api.   The data is CRM sales funnel data.   

    I need to display the sum of amount grouped by sales_stage (Prospecting, Bid, Negotiation, etc), and filtered by date range (ie. Q1, Q2, Current Month, Last month).   

     

    How do I set up the groups for this to work?  

     

  2. Todor
    Admin
    Todor avatar
    397 posts

    Posted 29 Aug Link to this post

    Hi David,

    I have attached a sample report based on the described scenario. I have used a CsvDataSource so that I can embed it in the report definition.

    The data gets filtered on the Report level by the start and end dates provided with Report Parameters. Here are the filtering Expressions :

    Expression	|	Operator	|	Value
    = Fields.date	|	>=		|	= Parameters.StartDate.Value
    = Fields.date	|	<=		|	= Parameters.EndDate.Value

    I have introduced Report Groups to group the data based on sales_stage field of the data source. You may see the group settings with the Group Explorer. Note that you may add filtering to a particular group - How to: Add filtering to Group.

    Regards,
    Todor
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