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Consolidating Values


iThink

This topic is 5121 days old. Please don't post here. Open a new topic instead.

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Hi,

I am attempting to create a pie chart in a table (expenses), utilizing a field (company) from a related table (expense account), and utilizing the expense amount total field in the (expenses) table as the value.

I'm assuming I need some sort of calculation to consolidate these companies and the expense amount values.

Simply plugging in the 2 fields displays every expense transaction record, rather than displaying a consolidated grouping of companies and their related expense amount totals.

Also, I'm attempting to create a bar chart that utilizes the transaction date 00/00/0000 in the (expense) table and convert it to a month in the chart, while displaying the expense amount totals associated with their respective "month" transaction dates.

Any ideas on the best way to achieve this?

Thanks!

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