Gorup many dates in another month portal??

[soriano]

Hi every body...

Again consult my prefer page (FM Forums)...

In this time I have a little problem for the FM experts, my problem is...

I have a DB with a portal (invoice portal), in this portal the user capture invoice, concept, invoice number, payment and payment date.

Ok, I want to collect all payments (dates) from Invoice Portal and resume in another portal by month (this will be payment month portal), how can I do this?? always in the invoice portal user can get in payment date in any time for example:

Invoice portal

Payment date (field) Payment (field)

02/15/03 $500 (portal row 1)

02/26/03 $1500 (portal row 2)

03/05/03 $200 (portal row 3)

04/20/03 $300 (portal row 4)

Then the result in the PAYMENT MONTH PORTAL MUST BE:

PAYMENT MONTH TOTAL

February 03 $2000

March 03 $200

April 03 $300

If the user get in more invoices in the first portal these must be add in the month portal, depends on the correctly month.

I hope you understand this message, any comments I'll thanks.

GRACIAS,

JORGE SORIANO

[Pupiweb]

Easy to do it in a subsummary report, extremely hard and convoluted to create a portal to show it

The most relevant problem is how to show one related record per category, a thing that can be done but is either multiuser un-safe or doesn't survive record deletion or creates a non indexable field, useless for relationships

Last time I had to do it I created a field in which a script wrote data gathered in the related file, using the GetSummary () function to calculate subtotals

HTH

[djgogi]

In this case I'm not agree with Giuseppe.

This could be easily done.

Check the attachment for the implementation.

Anyway here's the procedure.

Define an calculated stored text field dateKey=Month(dateField) & Year(dateField)

Define self relationship on the same field, lets call it SummaryCalc.

Now define an calculated field partSum=Sum(SummaryCalc::Payment)

If you edon't have ID field (unique identifier of the record) create one ln this way:

ID, option auto enter serial number, type text next value ID0001 increment by 1.

Now defien an value list "List" as use values from field ID, also display values from dfield dateKey with option sort on second field.

Define an unstored calculation field IDS=ValueListItems(Status(CurrentFileName), "List")

Finally define an relationship "Summary" IDS-->ID.

display mont summaries in portal from this relationship.

Dj

Summary.fp5.zip

[Ugo DI LUCA]

Hi DJ,

Pretty Slick.

I can imagine how I can use this for display a whole set of payments subcategorized by Customer, Module (Customer Order deposit, Invoice,...), Date,...

Very useful. Thanks.

[soriano]

Dj...

Thanks a lot for your answer, now I have another problem I have 2 DB, in the attachment you show the answer with relationship one-to-one, How can I do this with 2 DB..

I hope you can anser me...

Thanks again...

Soriano

[djgogi]

Ther is no difference!

Anyway look at Summary1.fp5 for implementation.

Dj

PS There is no one-to-one relationship in this solution.

Summary f.zip

[soriano]

thanks again for your help....

Just I have a last question...

In the attacchment file, you show all the dates with a constant, but how can I see only a specific constant, example If you use 1 in constant field, but If you change the constant field to another numbers how can I sort the totals month by constant..

Thanks

[djgogi]

I've used const rel only for sake of simplifying things.

If you need to categorize records on some criteria, than what ever relationship could be use.

The only thing that you'll need to change is the definition of value list "List", instead of use values from every field you'll must specify use only related values form the same relationship that you are using in portal.

Also you

[soriano]

Djukic....

Thanks again for your great help, but I can't do it in accord with your last message, cause never display anithing at portal 2, I manage to dosomenthing but and categorize depend on CONST but show a repetitive month, this depend on how many date with this month is registred on portal 1, anyway, I sent you my DB in this message I hope you can help me again to do this.

Thanks for all you help and time

Jorge Soriano

Flujo Help.zip

[djgogi]

Hi Jorge,

well you have mixed a little bit rels and list but now I've corrected it.

Check the attachment.

Dj

PS I've done it only for Flujo estimado, but I don't think you'll have any problems for implementing it in flujo real.

Flujo Help Corrected.zip

[soriano]

WWWWWAAAAAOOO

It's working, thanks a lot for your help really, I apreaciate your time and help, you have another star in your record.

Thanks CIAO