We recently introduced the ability to calculate carried forward/brought forward summaries when using DevExpress Reports (available across all supported platforms). In this blog post, I’ll describe its use and how you can incorporate this new feature within a report.
Carried Forward/Brought Forward Overview
Carried Forward/Brought Forward summaries refer to the practice of automatically transferring specific values or calculations from one reporting period or data group to another (eliminating the need for manual data entry or redundant calculations). This feature is particularly useful for finance-oriented reports, where it is common to compare data from different time periods or produce cumulative summaries.
As the following image illustrates, calculated running summaries are transferred from the report’s page footer to the header of the next page. Values are calculated for the group and are specified by the user. It can involve grouping by monthly expenses, or grouping by month with the cumulative balance of total expenses.
Use Carried Forward/Brought Forward in Report
Carried Forward/Brought Forward summaries are represented by the SummaryFunc.CarryoverSum function. To bind report elements to CarryoverSum calculation results, place XRLabel controls in repetitive report bands (for example, group header/group footer and enable the RepeatEveryPage option) and set the XRSummary.Func property to CarryoverSum.
For instance, the following demo report displays transactions for a user account. These transactions represent expenses for one month. Records span multiple pages and the summary displayed in the footer of the first page is repeated in the header of the subsequent page.
XRLabel controls (within the GroupHeaderBand and GroupFooterBand) are bound to the following expression: sumCarryoverSum([Amount]). This allows DevExpress Reports to display the balance on each page.
Documentation
To incorporate this feature in your next DevExpress-powered app, please review the following help topic: Calculate Summaries.
What's New in v23.1
If you have yet to review the features/capabilities introduced in our most recent major update, please visit the following webpage and let us know what you think of this release by responding to our online survey: Explore Our Newest Features (v23.1)