Sum of matching fields via relationships or calculation

[Ethan_Phoenix]

Hello,

I'm new to this forum and no expert in FileMaker, I hope that someone will be able to help me.

After quenching my brain for almost two weeks, I'm about to finish (%85) developing a little financial software for where I work.

I've encounter some problems and I'm not sure it's a relationship or calculation issue(therefore I posted it on both); my database has several related databses files the main ones are called "[color:orange]Core", "[color:orange]Budget", "[color:orange]Code 1", "[color:orange]Code 2", "[color:orange]Code 3".

The main fields in each file are:

[color:orange]Core [color:green]Code 1 Set, Code 2 Set

[color:orange]Budget: [color:green]Fiscal Year, Code 1, Code 2, Code 3 and [color:green]Total(I set it a summary field - total of "budget amount").

[color:orange]Code 1, Code 2, Code 3: [color:green]Description, [color:green]Code.

In the "[color:orange]Core" database window, you can look up different codes (1,2 or 3) via portals.

What I would like to do is to present the summary of each code in the related portal row (of the Codes portals).

To try and clarify moreEach code relay on several fields as described below:

-Code 1 filter by Fiscal Year

-Code 2 filter by Fiscal Year, Code 1 Set

-Code 3 filter by Fiscal Year, Code 1 Set, Code 2 Set

(Where fields [color:green]Code 1 Set and [color:green]Code 2 Set are defined by the user.)

The portal for [color:orange]Code 1 databse file combine all the records from the database file and match all the criteria to present a total amount per portal row according to the described matches (earlier).

Same thing wit [color:orange]Code 2 and [color:orange]3.

I managed to this using script but it relys on Find and Set Field function and takes time to run.

I hope I explained it good and it's not too confusing.

If anyone knows of a selution, if there is one, I'd really appreciate your help and input.

Thank you in advance,

EThan

[Vaughan]

My first question is, why are there three Code tables?

Why not merge all three into one table, then add a "Status" or "Category" field to differentiate the three kinds of Codes records.

[Ethan_Phoenix]

I want to be able to import (in the future) and update via xls file only a specific code group.

Will merging them is part of the solution for the trouble I described?