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Summarizing related data

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I did a quick search but couldn't find an answer to this question. Is there a way to summarize data from a related table? For example, I'm creating an inventory validation tool with the following tables:

Systematic Totals

Physical Totals

I've got a list view set up with the Systematic Totals table that relates to the Physical Totals table by part number. As well as viewing the variance between systematic and physical quantities for individual items (which is the easy part), I want a trailing total of the units for all parts for both systematic and physical counts. The summary of the counts from the current table (Systematic Totals) works fine, but how can I total up the counts of all parts from the related field?

I hope this makes sense. Any suggestions would be greatly appreciated.

Thanks

Use a calculated field of Sum(yourrelationship::numberfield), where numberfield is not the summary field.

  • Author

Thanks for the suggestion, but for some reason it's not working. All it gives me is the total of the selected related record, not the sum of all related records. As an example, here's part of my layout:

The current table is Systematic Count with related data from Physical Count.

Part Num --Sys Qty--::Phys Qty

AAA111------5--------3

BBB222-------4-------4

Totals--------9--------3

In this example, the Sys Qty is summarizing correctly, but the Phys Qty is only giving the sum of the record selected (in this case the first line). I'm guessing that I'm missing something very obvious. For a little more detail, the Phs Qty field in the related table is just a number field, not a calculation or summary. Can you tell where I'm going wrong?

Thanks

The Sum calc should be used for the individual records. A summary field based on the Sum calc should be used for a total of the related sums.

  • Author

Got it! I was missing the summary of the sum. I knew it was something simple. Thanks much!

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