Summarizing Fields from a Portal into the Parent Table

[Kimmie]

Hello Everyone,

I am in the process of creating a database for a Tradeshow that we host and I am having a problem with creating a report that contains totals from 2 different portals on one layout. I have searched for an answer in the forums but being self taught I am still confused. I believe a have to create a self-join? but have no idea how or what tables to use, etc. Right now, I have a parent table (main) that contains all contact information. I then have a portal for booth space sales and a second portal for all other sales. Since we do the show once a year, there is a year field and for all the sales, it is linked to another FM database for pricing and items sold. I have created summary fields per salesperson/show year/and sales item and as long as the field is in the proper layout it works fine. I want to create a report that will show the summary fields from the 2 separate portals in one report. If you need any further information I will certainly comply. Thank you in advance for any help with this!

[mr_vodka]

You could create the report from the parent layout and just put those two related summary fields on the report.

[Kimmie]

I tried that but it doesn't pull the summary, it shows only the total sale for that record.

[mr_vodka]

Are you sure it is the same summary field from the same table occurrence that is working for your portals?

[Kimmie]

The summary fields are created in each of the child tables but I want them to summarize in the parent table and no your right, they are not working in the portals but they are working in the correct layout for their table.

[Kimmie]

Any help would be appreciated I basically need to summarize sales totals into one report. I am trying everything and the only thing I can come up with is creating calcualtions in the table and then in the main but it seems like I shouldn't have to create all these fields, I know there has to be a more efficient way?

[mr_vodka]

Can you please post a file Kimmie...

[Kimmie]

Ok, i have added the file to this post. Please be kind and understand I learn as I go so if its REALLY a mess, I apologize.

[mr_vodka]

What is the report that you are having issue with?

To get the format of the Sales Report, you may want to look into a cross tab summary report.

http://edoshin.skeletonkey.com/2006/12/crosstab_report.html

[Kimmie]

He only has one table in his database. I wanted to tie in the booth sales and other sales into a report on the main contact table. In the sales report layout is where I am trying to add the summary fields from the booth sales and the other sales but it won't show the total?

[Kimmie]

Hello!

I figured out the problem. Thank you for your help, I really appreciate it. Take care!