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Gwen H
I have a report that lists loan officer names and their loan portfolio $ for
last month. The report is grouped by supervisor. The report is pulling data
from a table where the supervisor's loan portfolio is a total of their loan
portfolio, plus all the loan officers they supervise. So, for a loan officer
named John who supervises three other loan officers, his personal loan
portfolio is only $1 million, but the number that displays on the report for
him is $5 million, because the table contains the sum of John's portfolio and
the three loan officers he supervises.
Now getting back to my report, is there a way to use conditional formatting
to change a positive number in a report field to a negative number? I want to
do something like this:
If [supervisor] = John, then leave the number positive
Else change the number to a negative
I want to do this so that when I add a subtotal to John's group, the report
takes John's $5 million loan portfolio, subtracts the loan portfolios of the
three officers he supervises (because they are negative numbers now), and in
the group total gives me John's actual portfolio of $1 million. So my report
output would look like this:
Supervisor: John $5,000,000
Ted -1,000,000
Jack -1,000,000
Ann -2,000,000
Group Total $1,000,000
I hope I've explained this clearly enough. Thanks in advance for your help.
GwenH
last month. The report is grouped by supervisor. The report is pulling data
from a table where the supervisor's loan portfolio is a total of their loan
portfolio, plus all the loan officers they supervise. So, for a loan officer
named John who supervises three other loan officers, his personal loan
portfolio is only $1 million, but the number that displays on the report for
him is $5 million, because the table contains the sum of John's portfolio and
the three loan officers he supervises.
Now getting back to my report, is there a way to use conditional formatting
to change a positive number in a report field to a negative number? I want to
do something like this:
If [supervisor] = John, then leave the number positive
Else change the number to a negative
I want to do this so that when I add a subtotal to John's group, the report
takes John's $5 million loan portfolio, subtracts the loan portfolios of the
three officers he supervises (because they are negative numbers now), and in
the group total gives me John's actual portfolio of $1 million. So my report
output would look like this:
Supervisor: John $5,000,000
Ted -1,000,000
Jack -1,000,000
Ann -2,000,000
Group Total $1,000,000
I hope I've explained this clearly enough. Thanks in advance for your help.
GwenH