GNOME Bugzilla – Bug 795064
No longer able to display totals in transaction report without displaying amounts
Last modified: 2018-06-30 00:07:38 UTC
In gnucash 2.x, i created a number of reports using the "transaction report" report type, that summarise totals for an account or list of accounts during a particular period or with a monthly breakdown, but without displaying any specific transactions. To achieve this, i would simply turn off all options in the "display" tab except for "totals", and then would select the appropriate primary and secondary keys in the "sorting" tab. It worked really nicely. Since the update to 3.0, however, if i set the "amount" to "none" on the display tab, no totals are shown. I have to turn on display of at least the transaction amounts in order to see any totals. This makes turning off totals pretty useless, so i'm guessing it's unintended behaviour and should be fixed? Thanks -damon
Hi Damon I am responsible for the Transaction Report amendments. I think that the specific change that caused Display/Amount=None to disable subtotals is that the Transaction Report now supports display of multiple data columns eg report currency amount, original currency amount, running balance. The Display/Total still toggles the calculation of Grand Totals. Overall I agree this option is slightly useless, I would vote for this option to remain, at least for compatibility with saved reports. If you wish to avoid displaying transactional data, there is a new option Sorting/Show Subtotals only (you need to scroll down, or expand the options window). There is also another feature you may find useful: Display/Subtotal Table. I trust this answers your query.
Thanks - that helps for sure, and makes it possible to still do approximately what i was doing before. There's also still some buggy behaviour relating to this, though, so i figured i'd reply on this ticket to report it. If these should be split into separate tickets, let me know. 1. Interface/options issue One of my reports is for displaying the totals of a specific group of accounts per month and per year. So on the Sorting tab, primary and secondary key are both set to date/descending, with the secondary subtotals set to yearly and monthly respectively. What i'm finding is that when both keys are set to "date", all the other checkboxes (from "secondary subtotal" down) are greyed out, so i can't choose the "show subtotals only" box as you suggested. As a workaround, i set both keys to something else, checked the box, then set the keys back to date. The checkbox greyed out again but remained checked, and the report worked. 2. Stylesheet issue This is much less important, but in contrast to the 2.x version of my report, the new one is pretty hard to read since all the primary and secondary key totals use the same large bold font. I can play around with the stylesheets to make this better, but in the font settings, there's only a choice for "total number cell" and "total label cell" with no distinction between primary and secondary keys. For colours we have "subheading/subtotal" vs "sub-subheading/total" which helps, but it might be nice to have a distinction for font as well.
1. Interesting combination of Sorting options. I've pushed a PR to enable 'show subtotals only' if either sort keys are date-types as well. I figure this will still not produce 100% perfectly legit combinations (eg if both are dates but date-subtotal=None then it will be ignored) but the fix will allow this use. https://github.com/Gnucash/gnucash/pull/338 2. The only consolation I can offer is the report is now indented according to primary & secondary sortkeys and will allow easier visual grouping. And the subtotal summary table will display data in a convenient format.
@Chris: I am wondering should parts of this go to the documentation: (In reply to Chris from comment #1) : > I think that the specific change that caused Display/Amount=None to disable > subtotals is that the Transaction Report now supports display of multiple > data columns eg report currency amount, original currency amount, running > balance. > > The Display/Total still toggles the calculation of Grand Totals. Overall I > agree this option is slightly useless, I would vote for this option to > remain, at least for compatibility with saved reports. > > If you wish to avoid displaying transactional data, there is a new option > Sorting/Show Subtotals only (you need to scroll down, or expand the options > window). > > There is also another feature you may find useful: Display/Subtotal Table. :
@Frank https://www.gnucash.org/docs/v3/C/gnucash-help/report-classes.html#idm10704 already did :)
1. The "Hide Transactional Data" is now enabled for Date-sortkeys. Thank you for suggestion. https://github.com/Gnucash/gnucash/pull/338 This will be for Gnucash 3.1 onwards. 2. If a stronger visual separation between prime/sec sortkeys is desired then just change https://github.com/Gnucash/gnucash/blob/8a3889d0883a43bbee7f1517aedb18b531596a59/gnucash/report/standard-reports/transaction.scm#L1268 - this was a stylistic choice that was meant for bug 626387 and it didn't seem right to display both subheadings and subtotals for 'daily subtotals (if (not (column-uses? 'subtotals-only)) (gnc:html-table-append-row/markup! table subheading-style (reverse row-contents))))) to (if #t (gnc:html-table-append-row/markup! table subheading-style (reverse row-contents)))))
This problem has been fixed in our software repository. The fix will go into the next software release (3.1). Once that release is available, you may want to check for a software upgrade provided by your Linux distribution.
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