Can anyone tell me if this is even possible, before I keep banging my head against the wall? I have 4 related files with a LOT going on, but a very simplified description follows...
BACKGROUND: Master file with records that use Date as a primary key. Related file (Line Items) contains records (key is primaryTask + subTask) which include financial data. A portal in the master file lists all Line Items (i.e. tasks) for a given day, and gives a single summary of financial data for that day. (No problems here.)
PROBLEM: Is it possible to create a view - not a report - that shows summaries by primaryTask on a given date (i.e. primaryTask1:summary, primaryTask2:summary, primaryTask3:summary...etc.)? In other words, I want to roll up the (primaryTask + subTask)s into primaryTask groups, and show the summary for each group for that day.
If this is possible, I also need to create a 'master summary view', that shows date in rows, primaryTask groups in columns, and gives a grand summary at the bottom of each primaryTask column.
I've been trying to do this with scripts, loops and find commands but it is getting unwieldy. I am fairly new to portals but it seems that they would be the right way to go, no? Any suggestions or examples that I can refer to?