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Posted

Ok, this is going to be as detailed and clear as I can make it. I have been working on a quote database for our company and I have run into a problem (for me). The quote is laid out by room name (a field in a leading sub-summary by room name part) then items in the room (in the body, single line of info populated in a list in preview mode) then a sum total of the room items (in a trailing sub-summary by room name part). This give me a printout of all the rooms in the quote with room info and total below. Pretty straight forward until now. We also need to include wire and labor in the final quote as well so we just added wire and labor to the rooms value list and added a field to the inventory table to select whether the items were equipment, wire or labor. So the areas are listed with the rooms. My problem is that I need to break out the totals for room equipment total, wire and labor in a summary (at the end) individually. I don't know how to total the wire and labor separately from the room equipment total. Originally I had tried putting the wire and labor in a different table and then place them in the report in a portal separate from the rooms in a sub-summary field but then the spacing was off and my file started getting big and complicated and more prone to future errors and potential data mismatches so I decided just to make them essentially two of the rooms (make sense?) Can I break out the equipment, labor, and wire totals separately somehow even though they are all part of the same table? I know it's confusing and I'd be happy to send anyone a copy of the file if they thought they could help. Thanks for reading ( I know it was long!)

Joe. crazy.gif

Posted

There are several options for doing this in a single table. Assume you have fields:

EntryType (text, values: wire, labor, equipment)

Amount (number)

You could subsummarize by Room then by EntryType, but this won't put the three summaries on the same line. The easiest way to do this is to calculate three fields:

cWireAmt (calculation, number) = If(EntryType = "wire", Amount, "")

cLaborAmt (calculation, number) = If(EntryType = "labor", Amount, "")

cEquipAmt (calculation, number) = If(EntryType = "equipment", Amount, "")

and three summary fields:

WireSum (summary, total of cWireAmt)

LaborSum (summary, total of cLaborAmt)

EquipSum (summary, total of cEquipAmt)

These summary fields can be placed in the subsummary part by room.

-bd

Posted

Would it be possible this method to summarize not within the room headings themselves but at the bottom of the page? I have attached a much stripped down copy of the database I've been working on and a sample of what the output report needs to look like. Hopefully this won't be more confusing.

Thanks.

Joe smile.gif

Posted

I think you could just put the summary fields (and any others you needed) in a Trailing Grand Summary part, which will appear at the end, right after all the Subsummaries. Can't open your file though. You didn't tell use the Account & PW.

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