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I am working on building a custom financial report in Report Designer to compare actual project transactions coming from PMHistory and the period specific budget amounts from PMForecastDetails. I am not able to use ARM reports as there is no way to access the PMForecastDetails information when using a PM module ARM report. I also considered using a pivot table, but since I needed to use a subreports to bring in the correct information from the tables as I wasn't able to join the 2 tables directly.
Currently, I have this report set up as a tabular report to allow the user to run for a range of periods (i.e. they want to run inception to date, and this would allow them to cover multiple years). The report is working, but the customer would like a total column on the far right side. Does anyone know of a way to get a total column or have any suggestions? My current thought would be to use variables to keep a running total, but then I feel like I would need to include these running totals in every tabular column.
Thanks!
I haven't done much with Tabular in Report Designer because it's limited. You might be able to do totals, but I'm not sure.
Have you considered using Excel to connect to Acumatica over OData, then using the Power BI functionality that's now available in Excel to build the Pivot Table? It's a bit of a learning curve, but it can handle the one-many situation that caused you to need a Subreport in Report Designer.
The client ended up purchasing a Velixo Reports subscription since that would meet their needs for the project reports (since ARM does not include any of the project forecast data). Gabriel at Velixo was great to work with and rolled out the functionality we needed for the client. I haven't worked much with the OData functionality, so probably something to put on my "to do" list of things to learn.
Good move. Velixo is great!
Hi Again...different report, but same topic so I figured I would keep it all here. We had a tabular report in 2019 R1 that we built for a customer. We had a total that summed up the tabular column totals in the page footer. Now that we've moved the customer to 2019 R2, the total in the footer only reports the total from the first tabular column. Has anyone else come across this or have a solution to resolve this?
Edited to add: I have submitted a support case to Acumatica now on this and will update with any response I receive.
I haven't done much with Tabular in Report Designer personally. I opt for Pivot Tables in that situation instead so far.
Did you get a solution from support?
@timrodman Thanks for the reminder to update this thread. The response I got from Acumatica was "there is a known issue regarding totals on tabular reports which is currently in development" and the support person didn't have a time frame for a fix, though I haven't checked the latest sets of release notes. We were able to get a temporary fix using a variable to get the totals to work.
Ah, got it. Tabular Reports seem like one of those features that wouldn't be high on the priority list for fixing now that there are Pivot Tables.
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