Matt Leach Posted July 13, 2009 Posted July 13, 2009 I have an issue i cant seem to find a resolution for. My database was deisnged to enter information on checks received. I created a report layout so that i can list all of the checks, grouping them by who they were from. On this layout, i have a field for check #, check amount, and is grouped by the payer. My question is, how can i create a calculation that will give me the total of the check amounts for each payer, as well as a grand total of all checks. I have tried using the total of option, but is seems to give me the amount of the check which is highlighted. thanks in advance.
Fitch Posted July 13, 2009 Posted July 13, 2009 You would do this with summary fields, and you also need to learn about summary layout parts. Essentially you just need one Total field (summary), and place it on a summary part and the same field on a grand total part.
Matt Leach Posted July 13, 2009 Author Posted July 13, 2009 Ive done that with no success. Ive created a field called group total and made is a summary field. set the summary field to do a total of the check amount field. I set the option for Running total as well as restart summary for each sorted group. i selected the payee as the sorted group. This will show the amount of the check that is currently selected, but will not total the check amounts.
Matt Leach Posted July 13, 2009 Author Posted July 13, 2009 Maybe this will clear it up a bit, Layout.png is a screenshot of my layout which shows the Group_Amount summary field Report.png is showing the result of the report. The field is not calculating all of the amount but showing the chedck total from the first check
Fitch Posted July 14, 2009 Posted July 14, 2009 What is not clear from your description or screen shot is whether the summary field is sitting on a summary layout part, and whether you have sorted by the summary part's break field.
Matt Leach Posted July 15, 2009 Author Posted July 15, 2009 The summary field is in fact sitting on a summary layout part.
Fitch Posted July 15, 2009 Posted July 15, 2009 And the summary part is set to show when sorted by Endorsement Issues, and you have sorted by Endorsement Issues? And you're on FileMaker 10? It appears so. (Earlier versions will only show summary parts in Preview mode or when printing.)
Matt Leach Posted July 15, 2009 Author Posted July 15, 2009 And the summary part is set to show when sorted by Endorsement Issues, and you have sorted by Endorsement Issues? And you're on FileMaker 10? It appears so. (Earlier versions will only show summary parts in Preview mode or when printing.) That is correct and it is FileMaker Pro 10
Fitch Posted July 15, 2009 Posted July 15, 2009 See if the attached file helps at all. If you figure it out, I'm curious to know what the problem was. exampleSummary.zip
Matt Leach Posted July 15, 2009 Author Posted July 15, 2009 That Example is exactly what i am trying to do but it still will not calculate, i spoke with tech support today and they offered the following solutions: 1. create a calculation field that will do the sum of the amount field. 2. create a summary field that summarizes the calculation field. This did not work either. I sent them the file and they still cannot figure it ut so they are going to get back to me. In the mean time i am going to try to play with the fields and see what happens.
Matt Leach Posted July 15, 2009 Author Posted July 15, 2009 Actually after toying around with it i finally got it to do the calculation correctly. My database has 2 tables, one for the customer information and the other for the checks. Turns out that the calculation only works when the report is set to look at the checks table, all along it has been set to the customer table. Made the change and everything looks good now. I thank you all for your help.
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