Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5513 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I have to export summary data from a related table into a field I can then merge into a word document.

As an example, the records in the related table are say:

ABC 2 $3

ABC 2 $4

DEF 5 $2

GHI 1 $1

GHI 1 $1

So what I need to come out (in one text field) is:

ABC 4 $7

DEF 5 $2

GHI 2 $2

The initials can be different every time.

I understand I can create a report with sub-summaries and with sorting can work the subtotals out, but my problem is I need the summary data to be collated into one field so i can use this data in a word merge document

Any ideas of a work around?

TIA

Posted

Look into the List() function. It can concatenate field values from related records.

Posted

But I don't want it to list all the values, just the summaries (in this case based on the intials).

See in my original post I have 5 line items, but only 3 summaries (based on initials).

See the attached.

TIA

test.zip

Posted

Ok, look up "Fast Summaries" on the web, it has a technique for summarising records into a text field.

I used it recently to generate summarised exports for Excel and it's fast and relatively easy.

This topic is 5513 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.