Portal - Conditional Summary

[thelittlestgiant]

Hello

I'm creating a job-tracking log for a construction company.

I have a jobs table and a change orders table.

Change Orders are viewed via portal and can have a status of "Pending", "Approved", or "Void".

In the Jobs table, I would like to summarize the values of each Change Order type.

I can summarize the entire portal, but I do not how to break out summaries of "Pending", "Approved", or "Void".

Any help is appreciated!

Thanks!

Joe

[Inky Phil]

Hi Joe

Look up summary fields for one option

Phil

[Fenton]

There's different ways to do this, depending on where you want to see the subtotals: 1. In the portal lines? 2. Only under the portal?

I've read that #1 can be done with a GetSummary ( field; break field ) calculation field in the line items table, with the portal's relationship sorted by the break field. But that would be kind of messy, as it would be repetitive; unless you could only make it appear once; which might be possible, but would be somewhat complex.

#2 is just a matter of creating separate relationships for each of the types, then using Sum ( relationship::field ). Since you've only got 3 that's not too bad. Just create fixed calculation fields (unstored) in the Jobs table:

_cPending_txt = "Pending"

_cApproved_txt = "Approved"

_cVoid_txt = "Void"

Then 3 relationships using the parent key (similar to the portal) AND one of the above.

(P.S. I put the suffix "_txt" on fixed fields like these, so I can recognize them, and not confuse them with number totals, which I'd name _cPending_sum, and so I know not to change the fixed value list of the field they are targeting.)

[thelittlestgiant]

Thanks for getting back... I'll try it out!

Best,

Joe

Edited May 29, 2007 by Guest

[thelittlestgiant]

Fenton!

Thanks so much! It worked like a charm!

Much Gratitude,

Joe