Calculation or Relationship problem?

[Michael T]

I am fairly new to FM and all Database programs in general. I have been using FM7 for about 4 months and have been primarily self taught (so please forgive any ignorance). My company creates a monthly profitability report which I import into my database, sort, analyze and generate reports from. Each record has profitability information for a given customer for a given month. One of the reports I am trying to create will sort and total information for accounts based on the sales person responsible for the account. Everything comes out okay, except that for my ROA and ROE fields I have to use a calculator field instead of a summary field, which cannot be added as a subtotal in my report. I tried to create a summary field to average the calculation field for ROA and ROE which works when only records from one salesperson is used. When I run the report with all salespeople, the ROA and ROE are the same for all. I don't understand relationships well enough yet to know if this can be solved with a relationship or if I need to write a complex calculation??? Can anyone steer me in the right direction?

[Michael T]

I am fairly new to FM and all Database programs in general. I have been using FM7 for about 4 months and have been primarily self taught (so please forgive any ignorance). My company creates a monthly profitability report which I import into my database, sort, analyze and generate reports from. Each record has profitability information for a given customer for a given month. One of the reports I am trying to create will sort and total information for accounts based on the sales person responsible for the account. Everything comes out okay, except that for my ROA and ROE fields I have to use a calculator field instead of a summary field, which cannot be added as a subtotal in my report. I tried to create a summary field to average the calculation field for ROA and ROE which works when only records from one salesperson is used. When I run the report with all salespeople, the ROA and ROE are the same for all. I don't understand relationships well enough yet to know if this can be solved with a relationship or if I need to write a complex calculation??? Can anyone steer me in the right direction?

[Michael T]

I am fairly new to FM and all Database programs in general. I have been using FM7 for about 4 months and have been primarily self taught (so please forgive any ignorance). My company creates a monthly profitability report which I import into my database, sort, analyze and generate reports from. Each record has profitability information for a given customer for a given month. One of the reports I am trying to create will sort and total information for accounts based on the sales person responsible for the account. Everything comes out okay, except that for my ROA and ROE fields I have to use a calculator field instead of a summary field, which cannot be added as a subtotal in my report. I tried to create a summary field to average the calculation field for ROA and ROE which works when only records from one salesperson is used. When I run the report with all salespeople, the ROA and ROE are the same for all. I don't understand relationships well enough yet to know if this can be solved with a relationship or if I need to write a complex calculation??? Can anyone steer me in the right direction?

[Michael T]

I have partially figured out how to solve my problem but have run into another one as well... I discovered how to add a Calculation field to my report and create a self relationship so that the calculations are sorted correctly (sort of). The problem I'm having now is that when I want to run a report on only a given set of records, the Calculation field in the report is still returning the calculation on ALL records instead of just the found set. Is there any way to get around this? Thanks in advance for any input!

[Michael T]

I have partially figured out how to solve my problem but have run into another one as well... I discovered how to add a Calculation field to my report and create a self relationship so that the calculations are sorted correctly (sort of). The problem I'm having now is that when I want to run a report on only a given set of records, the Calculation field in the report is still returning the calculation on ALL records instead of just the found set. Is there any way to get around this? Thanks in advance for any input!

[Michael T]

I have partially figured out how to solve my problem but have run into another one as well... I discovered how to add a Calculation field to my report and create a self relationship so that the calculations are sorted correctly (sort of). The problem I'm having now is that when I want to run a report on only a given set of records, the Calculation field in the report is still returning the calculation on ALL records instead of just the found set. Is there any way to get around this? Thanks in advance for any input!

[mr_vodka]

can you post the file?

[mr_vodka]

can you post the file?

[mr_vodka]

can you post the file?

[Michael T]

This is the file... It's pretty messy. The script for the repor tin question is called "Tier Ranking". What I think I really need to do is create multiple tables, but as I've said, I don't have a full understanding of relationships yet. Any advice would be much appreciated.

[Michael T]

This is the file... It's pretty messy. The script for the repor tin question is called "Tier Ranking". What I think I really need to do is create multiple tables, but as I've said, I don't have a full understanding of relationships yet. Any advice would be much appreciated.

[Michael T]

This is the file... It's pretty messy. The script for the repor tin question is called "Tier Ranking". What I think I really need to do is create multiple tables, but as I've said, I don't have a full understanding of relationships yet. Any advice would be much appreciated.

[mr_vodka]

Im having issues downloading it. Maybe try to rename it and then Stuffit or zip it.

-John

[mr_vodka]

Im having issues downloading it. Maybe try to rename it and then Stuffit or zip it.

-John

[mr_vodka]

Im having issues downloading it. Maybe try to rename it and then Stuffit or zip it.

-John

[Michael T]

The file name has changed. Try this one. If this does not work, e-mail me at [email protected]

[Michael T]

The file name has changed. Try this one. If this does not work, e-mail me at [email protected]

[Michael T]

The file name has changed. Try this one. If this does not work, e-mail me at [email protected]