Summary based on Status

[chr1shardcastle]

Hi,

Simple request from a noobie (I hope).

I have a layout which lists Invoices and I'd like to be able to get a calculation which gives me a total value of invoices sent.

So I have a Field called 'Total' and a Radio Button Set called 'Status' which lists values 'Sent, Not Sent, Paid'. I would like to create a summary field which calculates the 'Total' of 'Sent' invoices.

Thanks.

[bcooney]

You could create a calc field that equals the total if the status field equals "Sent". Then, summarize that field.

[chr1shardcastle]

Thanks, I was thinking something a bit more like this:

If ( Status = "Sent"; Sum (Total))

But this only gives you the sum of the last Total field in the list (if the status is sent.

Do you know if this approach is even possible? If I can keep it this simple that would be preferable.

[mr_vodka]

Almost. You need a self join if that is how you want to do it. You can use a cartesian join. (X) instead of =.

You need a calc that states ( Status = "Sent" ) or if multiple entries use PatternCount and then you can create a new calc that does the sum. Sum (SelfJoin::cSentFlag)

OR

As Barbara said, you can just create the calc field and then create a summary field that totals that calc field. No additional relationship needed.

[chr1shardcastle]

Yep, thanks both. Having tried those now Barbara's seems nice and simple!

I've just hidden the SentTotal fields as they obviously just repeat what's already in total.

Cheers.

[bcooney]

Don't confuse the calc functions Sum, Count, etc. with Summary fields. Summaries work across the found set of records without a relationship.