Easytrieve Report Subtotals

Subtotal Versus Detail Versus FINAL

Multi-Level Example

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SORT PERSNL TO SORTWK USING (REGION, BRANCH, DEPT)
 
JOB INPUT SORTWK
  PRINT PAY-RPT
 
REPORT PAY-RPT LINESIZE 132 CONTROLSKIP 1
  TITLE 01 'PAYROLL BY REGION / BRANCH / DEPT'
  LINE 01 REGION BRANCH DEPT EMPNO GROSS
  CONTROL REGION BRANCH DEPT
  SUM GROSS

Sorted input ensures all DEPT 100 rows are adjacent. Subtotal for DEPT prints when DEPT changes; subtotal for BRANCH when BRANCH changes (closing all depts in that branch); subtotal for REGION when REGION changes. Each subtotal line shows SUM GROSS for the closing group. CONTROLSKIP 1 separates subtotal block from next detail visually.

Break Level Processing

LEVEL = 1 typically corresponds to DEPT—the lowest CONTROL field. LEVEL = 2 to BRANCH, LEVEL = 3 to REGION in a three-field CONTROL list. BEFORE-BREAK can set SUBTOTAL-LABEL literal or computed percent: IF LEVEL = 1 MOVE 'DEPT TOTAL' TO LABEL-FIELD; IF LEVEL = 2 MOVE 'BRANCH TOTAL' TO LABEL-FIELD. Field HIGHEST-BREAK on REGION is true when region boundary closes even if DEPT also changed—procedure should handle outer-level messaging once.

SUMCTL and Subtotal Line Content

SUMCTL ALL prints each control field value on every subtotal line—DEPT, BRANCH, and REGION may all appear on a DEPT-level row depending on configuration. HIAR shows hierarchical context—branch and region on department subtotal. NONE minimizes control value repetition when LINE layout already shows keys. DTLCOPY adds detail field snapshot on LEVEL 1 subtotals—last employee name before zip subtotal in Broadcom examples—useful when subtotal line must show who closed the group.

Suppressing Intermediate Subtotals

CONTROL BRANCH NOPRINT still accumulates branch totals feeding region subtotals but skips printing branch subtotal line group—only DEPT and REGION lines appear. Use when policy wants department and region subtotals without branch lines on paper. BEFORE-BREAK still runs for NOPRINT levels—adjust percentages there even when line is hidden.

Subtotal LINE Design

Detail LINE 01 lists full columns. Subtotal rows often reuse LINE layout—control fields first, SUM fields aligned under detail amount columns via POS on multi-line groups. Some shops add LINE 02 only on break via BEFORE-BREAK setting print switch or use dedicated literals in TITLE-like break headers per release. Keep column alignment under 132 or 80 LINESIZE so auditors tie subtotal GROSS column under detail GROSS column.

REPORT-INPUT and Subtotal Population

REPORT-INPUT SELECT filters which records enter report accumulation. Records not SELECTed do not affect subtotals. If subtotals disagree with file totals, verify SELECT in REPORT-INPUT versus JOB IF before PRINT—both must represent same population.

Common Subtotal Mistakes

• Unsorted input—multiple subtotals for same DEPT.
• Wrong CONTROL order—branch subtotal before department logic expects.
• Missing SUM—unexpected columns auto-total on subtotal lines.
• Ignoring LEVEL in BEFORE-BREAK—wrong label on multi-level break.
• Expecting subtotal across non-contiguous same key groups.

Testing Subtotals

1. Small sorted file with two DEPT values—verify one DEPT subtotal between groups.
2. Force BRANCH change without DEPT change—verify branch subtotal only.
3. Compare sum of DEPT subtotals to FINAL grand total.
4. Test NOPRINT intermediate level—region still correct when branch line suppressed.

Explain It Like I'm Five

Subtotals are mini answers in the middle of the worksheet. Each time the class name changes, you write how many points that class got before starting the next class. Bigger subtotals are when the whole grade level changes—you add up all classes in that grade. Little subtotals nest inside big ones, like Russian dolls of addition problems.

Exercises

1. Design three-level CONTROL with matching SORT USING keys.
2. Write BEFORE-BREAK pseudocode using LEVEL for two labels.
3. Explain NOPRINT on middle CONTROL level effect on printed lines.
4. Describe DTLCOPY value on level-1 subtotal row.
5. Reconcile DEPT subtotals sum to FINAL GROSS on paper example.