I'm not well versed in summary layout parts and reports, but am trying to learn.
I have a (personal) database to track investments (stocks, mutual funds, bonds, etc.). I have fields such as: number of shares, price, and value (technically: shares * price). Each record has three checkboxes: buy, sell, and current holding (previous (historical) records do not have 'current' checked).
After establishing a found set (of a particular investment), I have a script that constrains the found set to buys, sells, and current record(s) (plural, because the same investment could be held in multiple accounts). (All historical records (except buys and sells) are thus not in the found set.)
I have a script, triggered on layout enter, that sorts by buy, sell, and current. (Buys and sells are executed trades.)
I have a sub summary part, and in it, a summary field based on value.
The layout displays the records sorted as I want, and the summary field displays the correct total for each of the three groupings of records.
What I want is to get the value of each of those summary fields, so that I can do a calculation: (Sells + current holding) - buys = profit / loss.
Of course using the single summary field doesn't work.
I could run a script to find the buy records, set a variable based on the summary field value, find the sell records, set a variable on the summary field, and so on. Then have fields with those variables (plus a calculation field) in the trailing grand summary.
I could also create separate fields for buy (shares, price, and value), sell, and current, but I'd prefer not to.
I thought I'd ask, because I might be missing a simpler method. thanks
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How can I extract content from sub summary layout objects using? https://fmhelp.filemaker.com/help/16/fmp/en/index.html#page/FMP_Help/getlayoutobjectattribute.html
I'm able to grab the content from the first subsummary, not the remaining however.
set field( output; GetLayoutObjectAttribute( 'header', 'content' ) & GetLayoutObjectAttribute( 'row', 'content' ) & GetLayoutObjectAttribute( 'footer', 'content' ) ) works fine, the bad thing is that only row 1 finds its way to the output-field.
Just a quick one, I have a large report that groups products together via Style, and has totals at the bottom in the green section (I realise they arent totalling but thats not my issue)
My issue is, that when I export as a spreadsheet, my products stay grouped by Style, but I cannot for the life of me get the totals to stay underneath the columns of each group! Any help or advice would be appreciated, I just want it so that its in the format below with the group of products, then the totals beneath.
This is my first time posting, and I apologize if this is the wrong place. I've only been filemakering for a few months, so again, apologies if this is a stupid problem.
I could use some advice. I'm working on a solution that must create monthly reports in the following form: http://i.imgur.com/Cf4Fjic.png I've given up trying to bend the summary fields to my will, and began using the following approach: Make two new tables - Queries and Reports. In queries table, I have fields for M1, M2, M3, Region, Category, Subcategory and four result fields (M1, M2, M3 and YTD.) I also have foreign key into the reports table. Then in reports table, I portal into the Queries table. When report is run, a bunch of queries in queries table are created. The Results are populated via ExecuteSQL expressions. My question is mainly this: Is this too backwards? I feel like maybe this is too weird of an approach and I"m just missing something simple about reporting and creating summaries?
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