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Summarizing Fields from a Portal into the Parent Table

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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!

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

  • Author

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

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

  • Author

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.

  • Author

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?

  • Author

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.

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

  • Author

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?

  • Author

Hello!

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

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