In the columns tab put the Sharecode in the 1st position and the Amt in the 2nd.

Only Sum the Amt field.

This should give you the totals for each shrcode.

For the filter below you said you set the filter to 2 and nothing showed. Is that the only filter or do you have the filter for 1 still there?

I get an error message when I "only sum the amt field"

I have two filters, one for share code 1 and the other for share code 2 and when I run the report I get no data. But when I have one filter it gives me the total just for the share code I select.

Thank you

I work only with the Sage 100 product line and all of the suggestions I have given you work with the Sage 100 data. The logic should be the same working with any data so I have no idea why it doesn't work with your CSV file.

The Union Report is not the most efficient but it looks like it will work.

Well, I'm glad that it works! Thanks so much for your help. I'm sure you'll be hearing from me again!

You are welcome.

Great suggestion Doug.  I've been following this today and thought that it could be using OR versus And but sounds like you have the answer.  I've learned something today.  

Thank you.  

Changing the filter to "OR" should have worked?

Has to be related to the Container being a CSV file.

The first file that l was working with was an excel file (2013 version) but for some reason it was only able to bring 26000 rows where as the original file has over 288,000 rows. That's why I converted the file to CSV. Is there a type of file that works best with SI?

Using Excel as the source container you say the report only pulls 26,000 rows.

Did the report just stop at that number and finish like normal or did you get an error of some kind?

Also, what is the extension type of the Excel file you are using? .xls,xlsx.....

yes, the report just stopped at that number and it didn't give me an error. The extension is xlsx.

I did some research on using an Excel file as a container.

I found a few issues that the resolution was the Excel file must use the .xls extension for it to work properly with the Sage Intelligence.

Maybe give that a try.

Also, it says that you need to assign Named Ranges for the column headers.

I did some research on using an Excel file as a container.

I found a few issues that the resolution was the Excel file must use the .xls extension for it to work properly with the Sage Intelligence.

Maybe give that a try.

Also, it says that you need to assign Named Ranges for the column headers.

I believe there is a knowledge base article on www.sageintelligence.com that states how to set up an Excel workbook as a data source.