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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I think this is a pretty basic question, but I just can't seem to figure it out.

I am generating a report which has two summary fields - Addition (totaling numbers), Subtraction (totaling numbers) and a calcuation field Balance (Addition - Subtraction). I want the report to only show amounts wher Balance is greater than zero. I can't do a find on the summary field to exclude records, so how can I accomplish this.

Thanks so much for your help.

David

Posted

This is a kind of circular logic: summary fields summarize the found set. If you omit records from the found set, the summaries will recalculate. You cannot build a found set on the basis of expected results.

What is the real issue that you're trying to solve here?

Posted

Thanks for the response. That make sense.

Basically what I am trying to do is this: Let's say I have an Invoice table with fields:

Customer

Invoice Amount

Payment

I summarize all Invoice Amounts and all Payments, grouped by Customer and then calc a balance by subtracting the Summary Payment from Summary Invoice Amount. On the report I want to exclude all Customers with a zero balance. I can not create a Balance (calc) field because I am importing the information from somewhere else and Invoice Amount and Payment are not in the same record. They are in different records, no one record has an Invoice Amount and a Payment.

I can sort of accomplish what I want by creating a Customer record in a separate database, but I am trying to avoid this.

I hope that makes sense.

Thanks again for your help.

David

Posted

After finding the records and sorting them by Customer, you need to loop and omit records where:

GetSummary ( sTotalAmount ; Customer ) ≤ GetSummary ( sTotalPayment ; Customer )

If you have a large amount of records, you can make this faster by using Mikhail Edoshin's "FastSummaries" technique: basically, if the first record of the group meets the above condition, you omit the entire group at once using GetSummary ( sCount ; Customer ).

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