Summary of a Portal Column

[anja]

hello,

I have a portal set up in my client bank that shows invoices and their totals. one client may have several invoices so the portal displays that. I am now trying to add up how much this client has been invoiced. so in other words I am trying to get a sum of a certain field, depending on the client ID.

Am I looking for a "conditional sum calculation"?? : Not sure...

Can anyone help?

[Fitch]

Sum( related client::invoice amount )

[comment]

I don't think you need anything conditional. Set up a calculation field in the Clients table (result is Number) =

Sum ( Invoices::Certain Field )

This way, each client record sums related invoices only. Alternatively, define a summary field in the Invoices table (Total of Certain Field), and place it on a layout of Client.

[anja]

hi, thanks for the quick reply. these solutions however only seem to return the 1 amount of the first invoice and not a summary amount of all the invoices for one client.

I need something that tells the field to sum up all the amounts that are related by one client ID.

sorry to be repetitive, but just can't seem to wrap my head around this...

[comment]

No, it should work the way you require.

[Fitch]

The Sum() calculation field should be in the client table. Also, make sure the field in the Sum() calc is the same one you're using in your portal, i.e. it comes from the same relationship.

invoicing.zip

Edited February 28, 2008 by Guest
Attached example file

[anja]

ah, got it! you are right it was about placing the calculation field on the right layout! thanks so much!! :