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Calculation vs Summary : Are there any advantages/disadvantages

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Hello all,

I'm trying to figure out whether to make field a Summary field or a Calculation that does the same things (Count; Sum, etc)

They seem to have to same options and serve the same purpose.

I am wondering if I am missing something that might adversely affect my data....

Any insight be greatly appreciated.

In general: summary fields work with the found set and are dependent on layout parts (subsummary, leading/trailing grand summary) and sort order in the case of subsummary parts. They are mostly used for reporting. Aggregate calculations (Count, Sum, etc.) are typically used with related records. They don't work with the found set. What exactly are you wanting to do?

  • Author

Fitch,

Thank you. That clarifies the subtleties of the two. Right now, I am trying to calculate subtotals of Invoices, Estimates, etc, and wasn't sure which route would be best (that is if there is a difference, which there is!).

I think I will need to use summaryfields to make sure my subsummary parts show up.

Thanks, I will keep you notes in mind every time I need to make a decision.

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