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Creating a dashboard?

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  • Newbies

Hi

I have my invoices table with all the usual fields: id, date, client, lineitems, totals etc

I'd like to create a start page or dashboard, that along with displaying other tables, shows me my sales per month. I have managed to create summary reports that show this to me, but if I can also incorporate my sales summary into the dashboard, that'd be perfect.

Details: I would like to pull 2 fields:

Sales—Invoices::MonthYear & Sales—invoices::MonthlyTotals

into my Dashboard table.

I have tried matching a Dashboard::MonthYear field to the Sales—Invoice table into a portal, but that pulls every invoice, rather than the months only. I suppose that's what's supposed to happen.

The subsummary report, however is very clever in checking to see what months exist, and summarising those. If there is a way to duplicate this functionality outside of a subsummary report, searching for it has completely eluded me.

What I want to show is:

Dec 2009 > $125

Jan 2010 > $100

Feb 2010 > $150

etc

How should I approach this? I have found examples that show this result, but not the method.

Thanks in advance.

Hey check this out http://www.filemakermagazine.com/videos/zero-to-awesome-date-range-magic.html

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