Hi Guys, 

Hoping this will be a more simple question that before!

So I have a set of transactions with data in a table, for example: 

Company 1 - Bought £100 - Date 5.3.19

Company 2 - Bought £200 - Date 12.9.19

Company 1 - Bought £100 - Date 9.7.19

I've set up a Portal on a company record, which gives me a list of transactions with that company, these display perfectly, with a date and so forth. 

However, I'd like to be able to get a Total Bought in relation to Company 1 only, which given the case above would be Company 1 transactions, would total a Bought of £200. 

Ideally, this total would sit in the Company File, rather than the portal itself. 

How do I do this? 

Thanks!

N

 

 

Basically, you have two options:  

1. Define a summary field in the Transactions table, and place it on the layout of Companies (it doesn't have to be in a portal); 
2. Define a calculation field in the Companies table = 

   Sum ( Transactions::Amount )

    

Option 1 allows you to reuse the same summary field for other purposes - e.g. a report produced from the Transactions table. Option 2 may be preferable when you need to use the sum in further calculations.

 

Edited November 28, 20196 yr by comment

This is perfect, thank you