Use a ViewEntry to extract category totals

HCL Domino Domino Forum
1

Hey,

I have an order DB that has an order document with order detail child documents. Each order detail is an order line item.

Line items have categories for the type of sold item such as hardware or software.

Our finance group has asked me to produce a data export of annual totals for our our top 30 customers. What they want is a file that is formatted via customer name and category total.

However I am struggling to gather the totals for the year without a loop. Can I display that data that way in a view and then do the export or will I need to write a script that gathers and tracks the totals and then export the top thirty.

Any and all ideas appreciated.

Thanks,

Shawn

2

Subject: Use a ViewEntry to extract category totals

Most of what you want to do can be done with a view, using categorization, view selection (to show only the current year), etc.

But the “Top 30” part is where a view will not help you. Neither will you be able to sort by total sales unless you keep track of the sales within a Customer document.

So, if you need to do that, you are looking at a script solution which may use a similar view to help decide what data to export.