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In my database each client has several records. Each record has a calculation field named "TtlPaid". I have created a layout with a portal listing all the records for a particular client and the "TtlPaid" field for each record. I need to create a calculation field that will summarize all the "TtlPaid" fields.

I have already created a summary calc field of "TtlPaid" with running total. The results I get are either a summary of a single record (if the field is placed in the Body of the layout) or a summary of all records in the database (if the field is placed in the footer.)

My head is spinning!

[color:"red"] Thanks to everyone who has replied to my postings for help. I have found solutions from your many suggestions.

Sounds like you've already got a relationship by client, the one you use for the portal. So all you need is Sum(Client::TtlPaid) -- it's a calc field, not a summary field.

  • Author

Thanks Tom... Don't know if it makes a difference, but the relationship I created is a self-relationship. I created the calc field you suggested but am only getting a total for a single record. Basiclly, I need to have a total of all the records of a single client; then a total for the records of another client, etc.

It doesn't matter that it's a self-join. If each record has a number or calc field TtlPaid, and a field Client_ID, and you make a relationship Client_ID::Client_ID, then Sum(Client_ID::TtlPaid) will give you the total. The field should be outside the portal, is that the problem?

Check back the relationship you used for the Sum because Tom's calc is correct.

Sum(SelfJoinOnCustomer_ID::ttpaid).

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