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Year to Date Subtotals from related table

datawerks
in Calculation Engine (Define Fields)

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I have two related tables. The Master table contains contact information, the Donation table contains $ donation information, including the date the donation was received. Can I/how do I create a calculated field in the Master table which calculates the year to date amount of the donations?

You need a relationship which isolates the records to be summed. After you create this, define a calculation field:

RelatedTotal (calculation, number) =

Sum(Relationship::Amount)

-bd

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