Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Running Total Across Records?


This topic is 7374 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Whats the best way to keep a current running total across records when entering information in a different table? Confusing description, I know. I have a data entry table and a data storage table and the storage table stores the actual line item records created in the entry table. So I'll only see one record in the entry table while I have 10 created (from new line items) in the storage table. It would be great if I could see the running total of the records in the storage table while I am adding new items (to the layout that appears in the entry table). I have tried a summary field for the other table but it only shows me the current total for the page i'm on, and not all the records created. Is this too confusing of a description? Please let me know if it is.Thanks!!! grin.gif

Posted

Are you asking for a count of records related to the current record or a count of all records in the table, regardless of whether they're related?

The first would use a calculation field in the entry table of Count(relationship::id). The second would use the same, but the relationship would be one using a Cartesian join (the X operator in the relationship definition) to relate all records to each other.

Posted

Are you asking for a count of records related to the current record or a count of all records in the table, regardless of whether they're related?

The information i am entering in the line item table is items with a cost associated to them. Each line item creates it's own record which is related by a quote#. Within 1 quote I can have many different areas so I'm not just adding up the cost totals on my current layout only. But, I'd like to see what the current cumulative total for the quote is regardless of which table or layout I'm on at the time. Is that any clearer? Sorry for the confusion, I just can't think of any better way to put it.

Posted

You need a relationship based on Quote#. Then a Count calculation will show you the number of all related items and a Sum(rel::fieldA) calculation will give you the total of related 'fieldA' values.

Posted

If by 'serial' you mean Quote Number, yes. It will sum all related fields for whatever key field the relationship uses.

Posted

Gotcha, Thanks! Only one problem for me though. I have to related fields between these two tables (quote# & room_name) soooo, it's also only showing totals by whichever room im working in instead of all the totals (across all the rooms). Hmm

Posted

Create another relationship using only the quote# fields. Use that for your Sum instead.

This topic is 7374 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.