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Claris Engage 2025 - March 25-26 Austin Texas ×

Summasizing filtered records in portal


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Posted

Hello!

I think I missed something. It should be simple.

I've got 2 tables that are related. In the 1-st table -- Items, in the 2-nd one -- Parameters of Item with Amounts and DatesOfChange.

I placed a portal into list-view layout to show Items with related Parameters (Amount) and filtered the portal by the Parameter's latest date of change.

I need to calculate the sum of all filtered Amounts in the portal.

I added a field in parent table with =sum(Amount) -- it shows the sum of all Amounts of all Parameters of the Item. Not filtered ones.

I placed another portal with just one Total Summary field from child table and sorted it like the 1-st portal -- It shows just the amount of each record in the portal and changes when I click the fields.

What am I doing wrong?

Please, help!!!

Posted

OK, I see (hopefully...). A filtered portal is not a good approach to take here. Is it possible for a position to have more than one parameter on the same date?

This topic is 5048 days old. Please don't post here. Open a new topic instead.

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