Grouping / summarising totals in Portal

[RogerA]

Good Morning. I am trying to find out if it is possible to sum line items donations totals by date in a Portal. I have a portal (Donations) linked to Customers where we enter donations received by a customer in his /her portal lines. I would like to group/total these by date. is this possible? Many thanks. Roger

Eg. Customer 1000

29/11/04 Donation - Xmas Appeal

[mr_vodka]

Hi Roger,

If you were working in 7 this would be very easy, however since you are on 6 you will have to do a little workaround.

If you create a calculation field that concatenates the fields in your donations files, this can be done with a self join.

Given that you have the fields ClientID, date, and Amount in file: donations.fp5...

Create calculation field:

c.Concat = (DateToText(date) & "-" & ClientID) [ClientID and calculation are text, date is a datefield]

Set the Relationship:

SelfJoin (c.Concat=SelfJoin:c.Concat)

Create calculation field:

c.SumClient_Date = Sum(SelfJoin::Amount)

Now you can reference this field in your portal.

Good luck.

-John

[bruceR]

Good Morning. I am trying to find out if it is possible to sum line items donations totals by date in a Portal. I have a portal (Donations) linked to Customers where we enter donations received by a customer in his /her portal lines. I would like to group/total these by date. is this possible?

Basically no. You are talking about a report layout with subsummary parts, not a portal. What record would the summary value belong to?