Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×
The Claris Museum: The Vault of FileMaker Antiquities at Claris Engage 2025! ×

This topic is 5440 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

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.

Posted

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

This topic is 5440 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.