AX 2012 - SSRS Report Carry Forward and Page Total

Unfortunately adding carry forward and page total are a bit tricky with SSRS. I used up a blog (Peter ?) for carry forward and another blog (Annette Theißen) for page total.

Name our field for use total AccountingCurrencyAmountDebit.

Add a textbox for carry forward named dCarry, and value like below:

=RunningValue(Fields!AccountingCurrencyAmountDebit.Value,SUM,"LedgerTransListAccountDS")

or if we will group by account num:


=RunningValue(Fields!AccountingCurrencyAmountDebit.Value,SUM,"AccountNum_0")


Carry previous named dCarryH and like this:

=RunningValue(Fields!AccountingCurrencyAmountDebit.Value,SUM,"AccountNum_0") - Fields!AccountingCurrencyAmountDebit.Value

Put visibility to no both of them. Even they hidden values will be calculated.

For show carry previous value add a textbox to Page Header,  it's value should be like:

=First(ReportItems!dCarryH.Value)

Visibility have to bound a condition (So there won't be carry previous at first page):

=Globals!PageNumber=1

Add a textbox for carry forward to Page Footer and put value like this:

=last(ReportItems!dCarry.Value)

It's Visibility bound a condition too (So there won't be carry forward at last page):

=Globals!PageNumber=Globals!TotalPages

We need two data methods and some variables for page total. For add Data method do right mouse - Add Data Method at treeview's Data Methods node under Designs. Than double click for open code window. Our code is red lined:

using System;
using System.Collections.Generic;
using System.Security.Permissions;
using System.Data;
using Microsoft.Dynamics.Framework.Reports;
using Microsoft.Dynamics.AX.Application.Reports;
public partial class LedgerTransListAccount
{
    static double previousTotal;
    static double pageTotal;
    static bool NewAccount;
    static string lastAccount;

     ...
   
 [DataMethod(), PermissionSet(SecurityAction.Assert, Name = "FullTrust")]
    public static double PageTotal(double total)
    {
         if (NewAccount)
            return total;
         else
            return total - previousTotal;
    }

    [DataMethod(), PermissionSet(SecurityAction.Assert, Name = "FullTrust")]
    public static double PreviousTotal(double total)
    {
        previousTotal = total;

        return 0;
    }
[DataMethod(), PermissionSet(SecurityAction.Assert, Name = "FullTrust")]
    public static string Reset()
    {
        NewAccount = false;
        lastAccount = "";

        return "";
    }

    [DataMethod(), PermissionSet(SecurityAction.Assert, Name = "FullTrust")]
    public static string FollowAccount(string account)
    {
        if (lastAccount != "" && lastAccount != account)
            NewAccount = true;
        lastAccount = account;

        return account;

    }
      
}

Add a textbox at Page Footer:

=PreviousTotal(First(ReportItems!dCarryH.Value))

Unfortunately if we make visible = false it doesn't calculate. Instead of make visible false we make display format as number and change Show zero as combobox value with blank (Not Nonel!!).

Add a textbox for page total:

=PageTotal(last(ReportItems!dCarry.Value))

If you ask why we used an extra textbox; unfortunately SSRS doesn't accept two field for expression parameters.

Add a textbox to page header:

=Reset()