Please Help - Boss wants this done ASAP

[nexxus2k4]

Alright, here's the problem. I'm using the contact management template. I have 40 records and I'm using one of the list layouts. I have a field in the standard layout labled "total amount invested." This field is a sum of each individuals various investments that they have made over time

Example: John Doe

Amt1: $75,000 Date: 9/1/09

Amt2: $25,000 Date: 9/2/09

Amt3: $25,000 Date: 9/3/09

Total_Amt_Invested: $125,000 (sum of three previous entries)

Susie Q

Amt1: $10,000 Date: 9/1/09

Amt2: $20,000 Date: 9/2/09

Amt3: $20,000 Date: 9/3/09

Total_Amt_Invested: $50,000 (sum of three previous entries)

Amt1, Amt2, Amt3 and the corresponding date entries are all individual individual fields. The Total_Amt_Invested field is a sum function of those Amt1 etc. fields.

Now on my list layout it looks like this

John Doe: $125,000

Susie Q: $50,000

Barbara Walters: $90,000

Herbert Hoover: $60,000

Where those amounts are the "Total_Amt_Invested" field for each person

Now what I want to do is this: At the bottom of this list I want a field that will sum up the "total_amt_invested" field from each record. So using the above numbers it should put out $325,000 (125k + 50k + 90k + 60k). Essentially adding up the total amount invested by each individual (each individual record) so I get a total amount invested between john, susie, barbara, and hoover. I cannot for the life of me figure out how to do this. Any help would be much appreciated.

Thanks in advance.

-Michael

[117Alan]

Hi Michael

I’m sure experts will have other or better ideas but maybe this might help:

Create the field you want lets call it “Grand_Total_Am_Invested”

In field type select Summary

and in the options section the bullet should be in

Total of

Then highlight “Total _Amt-Invested”

Go to layout mode and make sure you have a layout part called “Trailing Grand Summary”

(if not create that area by clicking on the top menu Layout, Part Setup, Create, Trailing Grand Summary, Done)

Move the field “Grand_Total_Am_Invested” into this area of the layout.

When you enter some values into the individual’s fields and then commit, the Grand Total value should automatically recalculate.

Hope this is of some help, good luck.

[nexxus2k4]

you guys are god sends. thank you =)

[milanm]

Hi,

In your File Maker Database go to File - Manage - Database. Click the tab Fields and then the appropriate table (any existing table will do actualy). Then create a new field and create a name for it (like AmmountSum or whatever).

Where it says type of the field down there select "Summary". Then click options on the side and it will open a dialog box with diferent summary options. Select the option "Total of" and then appoint the field where you hold your investment ammounts. Down in that same box you need tocheck the radio button that says "Summarize repetitions = All together".

And that should do, import this new field into yor layout and see what hapens.

Hopehis made sence, good luck