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Double summary in portal?


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Posted

I am trying to do something that may not be possible. Any help much appreciated.

In attached file is a list of cost (in the "data" layout), each assigned to a project and budget line. The layout "summary" allows costs for any one project to be shown in a portal (via a self join relationship) and the total cost for that project displayed below. All OK so far.

I want to be able to show costs in a portal for the given search project, but summarised by budget line, ie there should be one line in the portal for each budget line for which that project has costs, and the associated cost value should sum all the cost items for that project under that budget line. ie for project One, the portal should show Equip 25 and Fee 8, nothing else. Have all sorts of things with no success to date.

any hints? this looks simple enough to be possible, but....

I am basically trying to do in FM what I might otherwise do in an Excel pivot table via an odbc link.

testdb.fp5.zip

Posted

A portal will show every matching record, it doesn't summarize them. To show summary information by Budget Line, you would either need to add another file for Budget Lines, make a portal to that (and figure out a way to populate it), or you could set up a sub-summary report. A sub-summary report is more flexible in how you sort and group the data, but is mostly for printing (or preview).

Posted

I have not yet given up on this one. In the attached I have made some extra fields, "UniqueProjBud" which has value 1 for the project of interest and the first occurance of a particular budget line. "Unique key" always has value 1 and CostProjBud which sums the Cost of a pudget line for the project.

So, I can make a portal based on the relationship UniqueProjBud=Unique key and this will return the records I want. In the portal I can then display CostProjBud and "Budget Line". Or maybe I can't..... there is now an indexing issue and I cant make any working relationship based on the field UniqueProjBud

Clearly it would not be difficult to make a find script that would return the records, but I specifically want a portal solution.

Any ideas?

Failing that is therr any way to make a script run on exiting from a particular field (not clicking a button)

Thanks

jw

testdb.fp5.zip

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