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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hey all,

Sorry, I've already posted a question that is very similar to this, but I don't think that I did a very good job explaining what I'm trying to do. So, I'm starting a new post, and I'll give you an example that is very similar to what I am doing...

I have two FMP files, Company and Customers.

The Company file is basically just a list of companies.

The Customers file has a large list of customers, and each one is assigned a company (for the purposes of this example, there can be multiple entries of a customer with a different company name).

The Customers file has a relationship with the Company file where it pulls data from the latter file.

Also, each customer is assigned a gender (male or female, from a value list).

Now, what I want to do is create a matrix. This matrix will have a separate row for each Company name. There will be two columns, one for male, another for female. Inside each cell of the matrix should be a number representing the number of gender for that particular company. For example, I would like one cell to print out the number of males that work for the ABC Company.

Here is a crude example of what I would like this to look...

__________Male_____Female

=========================

ABC Co______3_________5

John Inc.___2_________8

Mike Co_____6_________1

=========================

Total______11________14

Sorry for all the underscores, but this is the only way I could get the spacing to look good. I'm very new to FMP, so if anyone could give me a thorough description, I'd really appreciate it. Thanks for all of your help.

Cameron...

Posted

This report would most logically come from the Contacts DB, since you are summarizing contacts.

You'll need 2 calc field (cMale and cFemale) which are just bolean calculations to indicate which gender the contact is. Then you'll need 2 summary fields (sMale and sFemale) to summarize the above mentioned calc field.

Now you'll need a report layout with at least a Header, SubSummary by Company, Trailing Grand Summary and Footer. You will not need, nor will you want the body part, so remove it from the layout.

In the SubSummary by Company is where the magic will happen. You'll put the CompanyName field, as well as the sMale and sFemale fields. This will show your subtotals by each company.

In the Trailing Grand Summary you'll need only the sMale and sFemale fields, which will show the totals for all companies.

Posted

Thanks for the help. I just tried out what you said, but I'm still having problems...

I did two calc fields (using the formula Gender="Male" for cMale)

Then I made two sum fields, giving the total of cMale (should "Running Total" be checked?)

I then did the layout as you described. I have...

Header.

Sub-summary when sorted by Company (I pressed "Print Below" so I guess it is defined as "Trailing").

Trailing Grand Summary.

Footer.

Then on the Layout, I put the Company, sMale, and sFemale fields on the sub-summary section. I go ahead and do a sort by the Company, flip over to browse mode, and I cannot see anything except what is in the header and footer. Now I am totally confused. Can you provide more advice????

Thanks again.

Cameron...

  • 4 weeks later...
Posted

Forgive me picking up on an old thread....

The limitations of sub-summaries only appearing in preview mode is a source of constant irritation. I developed a similar layout recently with the same calcs & summary fields as described here.

quote: "If you need these totals to be shown in Browse Mode, then you'll need to do this differently."

This sounded very promising! Can you enlighten me?

thanks!

Wendy

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