Need help with subtotals

[adonis]

I did the following like the help file says: But still am having issues.
To add subtotals to a summary:

Double-click on the key field to display the Key Field dialog.

Click the Display tab at the top of the dialog.

Under the After Each Key Value Change heading, select the Insert Subtotal Line check box.

Displaying Blank Lines Along with Subtotals

When the Insert n Blank Line(s) After Each Key Value Change option is also selected, Monarch inserts the subtotal line first, then the blank line.

Add a subtotal label in the Label field (optional). You can add an identifying label to the subtotal line by entering the label text in the Label box. For example, to add a subtotal label for the Customer key field, you might enter "Customer Total". You can also choose to have the key value displayed to the right or left of it by selecting the Include Key Value in Subtotal Label On check box and selecting Right or Left.

Choose OK.

Monarch re-displays the summary including subtotal lines.
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When i perform the process it does not perform the break after each distinct symbol rather after each symbol, i need that fixed, this is my problem. If you noticed the colum where ICAD and below is the symbol, and these symbols are not being grouped up and the subtotal is below the change in symbol.
I will try to play around on my end but have had problems with the subtotal function, please let me know if you have any advice to fix this.

2009-10-22 C Resolved ICAD 2009-10-19 5775 3000
2009-10-22 C Resolved Subtotal 5775 3000

2009-10-22 S Resolved LQD 2009-10-19 -52185 -500
2009-10-22 S Resolved Subtotal -52185 -500

2009-10-22 S Resolved LQD 2009-10-19 -260948 -2500
2009-10-22 S Resolved Subtotal -260948 -2500

2009-10-22 S Resolved LQD 2009-10-19 -104380 -1000
2009-10-22 S Resolved Subtotal -104380 -1000

2009-10-22 S Resolved LQD 2009-10-19 -29229.2 -280
2009-10-22 S Resolved Subtotal -29229.2 -280

2009-10-22 S Resolved LQD 2009-10-19 -143547.53 -1375
2009-10-22 S Resolved Subtotal -143547.53 -1375

2009-10-22 S Resolved LQD 2009-10-19 -112752 -1080
2009-10-22 S Resolved Subtotal -112752 -1080

2009-10-22 S Resolved LQD 2009-10-19 -150346.51 -1440
2009-10-22 S Resolved Subtotal -150346.51 -1440

[adonis]

I was also able to adjust the process to create subtotals but the problem is if let's say all items on a record don't match up though they have the same symbol, the item goes to a new record, only the like entire records are subtotaled, is there any way to have all symbols grouped up together?

[adonis]

think i resolved it by putting business unit as an item, if i need help will advise, wow figured this one out alone.

[OllyInMunich]

Hello Adonis,

You're right - subtotals are broken on key fields, not item fields. If you can minimise the number of key fields you need/use it will help Monarch work faster too. Keep experimenting - not displaying duplicates, hiding key columns and so on can give you very rich results, especially if you export to Excel with drill-up/drill-down and formulae. Then there's a whole world of options in the formatting - including global style sheets.

I think Datawatch should have a one day training course just on summaries...

Best wishes,

Olly

[adonis]

Thanks Olly for the feedback, saw those areas too and tried playing around but that didn't help until i moved the field into the items section which let me group up the like symbols.
have a great day