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Claris Engage 2025 - March 25-26 Austin Texas ×

Simple FM Question, trying to build a database to track bank account..


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Posted

Hi Folks!

I guess this is a simple one, but I am banging my head against the wall:

Problem 1:

I want to build a database that looks like my bank account's balance sheet.

I used a Global Summary field to get the resulting balance, but I can't figure out how to get an individual "subtotal" for each record or line I insert.

Screen Shot Here

Problem 2:

How do I make my portal to show the newest records first, I mean on top of the older ones?

Thanks for any help,

Bernardo Höhl

Rio de Janeiro - Brazil

Posted

Bernardo:

1. The way I've done it in a Checkbook solution I designed was to create three fields:

s_Summary_Total_Deposits - a summary field of the deposits (calculated as a running total)

s_Summary_Total_Debits - a summary field of the debits (also a running total)

c_Running_Balance - a calculation (s_Summary_Total_Deposits - s_Summary_Total_Debits)

Show the c_Running_Balance field in your balance sheet. The other two are just there to form the calculation in the background.

2. You can define the sort order of the portal in the relationship definition on which the portal is based.

Hope that helps.

-Stanley

Posted

Hi Stanley,

Thanks for replying...

Your tip number 1 worked just fine. Thank you!

But I can't get your tip number 2 to work. My guess is that you did not understand what I want to do.

Let me explain you better:

As I add new records to my portal, the new record is created on the bottom, and as this grows, when I have hundreds of records I will have to scroll down the portal all the way to the bottom to find the newest record.

I wanted to see the new records created on top of the portal. Is it possible?

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