Merge columns

Who Can Use It?	Where Is It?
User Assistant Project Manager Project manager Director Administrator System Administrator	Reports > Columns tab

Notice the invoice details and Owed w Tax ($) are duplicated

1. The following is an example of the Transaction Summary Report - however all columns were removed and the 5 columns you see have been added.

2. You will notice the Project Fee Total is displayed as $196,000 and you'll notice the Project fee appears several times down the page - once for each transaction on the sub project. This is also the case with Sub Project Fee.  

the Sub Project totals are incorrect

Below are the steps to produce a report that doesn't duplicate the Project or Sub project values.

1. Select the Sorting and Grouping tab.

2. Select Merge duplicate rows. At this stage you will start to see a change in the report layout - though the figures still won't reflect the correct Project and Sub Project values.

3. Select the Modify the report layout and filters button.

4. Select the Columns tab on the report.

5. Click into the Merge fx{} cell against Project Fee ($).

6. Select First.

7. This will display the First fee value in the list ONLY - it will not include the Project Fee in the calculation for each transaction line - just the 'First' one.

8. Then repeat this also for the Sub Project Fee ($).

In this example we have used the 'Transaction WIP Report' to display a list of timesheet transactions for a selected Project. In the image below you can see that the Transaction Task is duplicated on several entries. The column labelled SUM is displaying the 'transaction cost'.

Create a summary view of the transactions for this project, which also displays the Cost Average:

1. Open the report you want to update.
2. Go to the Sorting and Grouping tab , and check the 'merge duplicate rows' box.
3. Go to the Columns tab. Add an extra cost column such as 'Cost Standard $' to apply the average too. Double click the column to add it.
4. Re-order the added column if required.
5. Re-label the added column heading to contain the word 'Average'.
6. In the 'merge fx {}' column select 'Average' from the list.
7. The report is ready to run to see results showing the average cost, and the summed cost for each 'transaction task' group. This is shown in the image below.

• Invoice 1090 was raised on the 5/4/2010.
• The invoice has 2 debtor notes.
• Use Hide duplicates on all columns except for the Debtor Note will display results as below:

• However, if I have another invoice raised on the 5/4/2010, then the following will occur:

• Notice there is no date for the next invoice 1096? That's what Hide Duplicates will do - remove the duplicates pertaining to the same invoice, as well as the values that appear in the following lines when it is the same value.