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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

All.

I have a layout that is adding up revenue for various streams in one layout and then providing a result on that same layout.

I have also created a layout that is pulling in the results of each record for a summary review of each transaction.

Given the summary view of each individual transaction being pulled in, should I not be able to get a total on this second layout? Should I not be able to sub summary them by different types? When I go to create a part, it does not seem to allow me to do so. I am beginning to think the way the original table was done and how it is handing the revenue piece is the problem, but I am to green to know. Still thinking through this, but any suggestions would be welcome.

Posted

The suggestion would be to post your file. All of the above is too general and we don't know what you are actually doing.

Posted (edited)

I have created a simplified version and attached it with the file extension changed to .pdf in order to upload it... see how it goes. Change it back to .fp7 and you will see that there is a example layout which shows the crude data entry, and a summary page what pull in the data. I eventually want to sort by type, region and then sum up the revenue by type, region.

Thanks in advance for any suggestions.

example.pdf

Edited by Guest
Posted

Elbow grease...

I have it summing per region. I just need to clean up the sorting.

Not exactly - you have it *grouped* by region.

As Comment mentioned, you have no summary fields.

Summary field added in the attachment.

Note also that all your attendee fields were text fields rather than number fields.

example.fp7.zip

Posted

@BruceR

My post saying I had it summing was not in reference to the file I posted. The comment, "Elbow grease..." and then saying I had it summing was really saying, that since the time of posting the file, I have now have it summing.

That aside, thank you for your support.

I will check out your file. I have a bit of another problem that you may have taken care of in your file. I want to sort by region, then show all of the open and its revenue then private and its revenue for that region, before showing the next region and its results.

Thanks again.

This topic is 5203 days old. Please don't post here. Open a new topic instead.

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