Please Help....Calculating Portal Information

[nickjohal]

I have a portal with financial information on my client. what i would like to do is total how much each client is paying each month into they various investment schemes..The first field is a pick list which applies to either the client or spouse the second field contains the monthly contribution figure. there are normally between six to 10 records in each portal.

I would like to work out by a calculation what the client and spouse are paying into the schemes by totaling each record by client or spouse in the portal that contains the records... thank you for your help in advance.

regards

nick

[Fenton]

What you need is a Sum of the related records. The Sum function, in the Aggregate section of the functions, works across relationships. It can be used in either file to produce a total, via either a relationship or a self-relationship.

Create a calculation field in the Client file.

Assuming portal relationship is "Contributions_ClientID" (whatever yours is named).

Contribution_Total = Sum ( Contributions_ClientID::amount )

Amount is whatever your money field is named.

Put this on the layout under (not in) the portal.

The above does not separate by client or spouse. If you want to do that you're going to have concatenate the ClientID with the Client/Spouse field, in both files.

[nickjohal]

Thank you for your reply. please could you give me a example of how i would concatenate the ClientID with the Client/Spouse field, in both files. I am pretty new to filemaker...

regards

nick