Summary field from portal data

[deego55]

HI. I have a layout with a portal with several number fields from a related table. I added summary fields for each column just beneath the portal. when i enter data into a portal field sometimes the summary field does not update with the new total until i click in it, sometimes it becomes blank until i click in it and sometimes it calculates correctly.

Is there a better way to get the total numbers for the number fields? i am not sure what would cause the summary field to behave this way.

[mz123]

I've had this happen to me too! I look forward to hearing what people say is the issue...

I got around it by creating a merge field for the summary field:

I put a text field on the layout with the text:

<>

But I'm sure there's a better way...

[comment]

Using related summary fields is an undocumented feature. Although it seems to work reasonably well, esp. in ver.8, it has its quirks.

Use a calculation field in the parent table =

Sum ( Child::Field )

[John Mark Osborne]

I have also had lots of refresh problems with summary fields in related tables. The aggregate functions, as Comment recommends, is completely reliable.

[deego55]

Thanks comment. i would like the sum field to be a part of the child table, since this is the table that contains all of the dollar information. is this possible?

[comment]

Now I am confused. Earlier you said you wanted to sum the portal data. You can't do this in the child table, because the child table "doesn't know" which child records are related to which parent record (or to any other record in any TO, for that matter).

[deego55]

Yeah, thats what i thought, but my relational design knowledge isnt the greatest so wasnt sure.

Although now there is still the same type of problem. I have added the sum calculation fields to the parent table. i also added a conditional radio button field that subtracts one of the amounts. this changes the data in the related total field perfectly. however in the parent table sum calc field of all the totals, you still need to click in the field to see the change.

any ideas? thanks for all your help! this forum is invaluable to me!

[comment]

Can you describe this in more detail, perhaps attach a file? It sounds like your radio button is in the parent table, and is operating thru another relationship?

[deego55]

hi comment. thanks for the help.

the radio button is in the parent table (TASK). in the child table (PROG_DOLL) i have a field called PROG_DOLL_TOTAL that has the following calc:

Case(

TASK::zEXCLUDE_PS_DESIG = "Yes" ;

Sum( PROG_DOLL_TRAVEL_AMT;PROG_DOLL_CONTRACT_AMT;PROG_DOLL_EQUIP_AMT;PROG_DOLL_MATERIAL_AMT) ;

Sum( PROG_DOLL_TRAVEL_AMT;PROG_DOLL_CONTRACT_AMT;PROG_DOLL_EQUIP_AMT;PROG_DOLL_MATERIAL_AMT;PROG_DOLL_PS_AMT) )

Basically if the radio button is set to yes, the field PROG_DOLL_PS_AMT is excluded from the total. This works fine, except that also in the parent table i have a calc field (zSUM_PROG_DOLL_TOTAL)that is:

Sum(PROG_DOLL::PROG_DOLL_TOTAL)

When the radio button is toggled back and forth, the zSUM_PROG_DOLL_TOTAL field does not update until you click in the field.

Any ideas? If need be i can possibly attach a file, but i would need to remove a lot of propietary stuff first. Thanks!

[comment]

Is zEXCLUDE_PS_DESIG a global field? If yes, you can move it to the child table. After that, I believe the parent's total should refresh instantly.

[deego55]

i changed the field to a global and moved it to the child table. it functions exactly the same, where the portal data refreshes instantly, but the parent's totals need to be clicked in first. maybe ill try and post the file

[comment]

In what way is your file different from this one?

update.fp7.zip

[deego55]

THANK YOU COMMENT!

the difference was that for your cSubTotal field, i was using a Sum() function instead of just the "+"

once i changed that, it seems to work fine. thanks for your persistance in helping those less knowledgeable!

[comment]

I don't see why that should make a difference.

update2.fp7.zip

[K1200]

I'd like to mention one other Filemaker "behavior" that can be useful:

It is my experience that pressing the Numeric Enter key when changing any value in the portal always causes the parent sums to update immediately PLUS all the portal rows are refreshed. This only works if you leave the Tab key as the sole "go to next field" key. If you attempt to use Enter for cursor movement then the result is the same as with a Tab (fields blank; totals don't update).