Subsummary field on tab control - is this possible?

[alterbentzion]

In our contact-management layout, I've created a tab that displays a contact's giving history (in a portal with related data from a table with donation records), plus a few statistics - how many donations the contact has made, average and total amounts, date of most recent gift, etc.

Is there a way to make a calculated field that will display stats for the last 12 months and/or year-to-date?

Thanks!

[Fitch]

Count( related::history )

Sum( related::amount )

Last( related::gift date )

etc.

[alterbentzion]

Thanks, Fitch! (I'd forgotten about "last".) But is there a way to have sum (donations::amount) only tally amounts from donations made on certain dates?

[Fitch]

I didn't notice that in your original post. One way to do this is to create two global date fields in the contact table, one for the start date and one for the end date. Then create a relationship to the donations table:

Contacts . . . Donations

contact ID = contact ID

global start <= start date

global end >= end date

Now you can filter your portal and your calculations based on a date range.