Summarize If

[Matthew R White]

I'd like to summarize all records with the contents "A" in a certain field - those are all of my active accounts

and I'd also like to summarize all the records with "N" in that same field - these are all the non-active accounts.

 

What would be a good calculation for this?

 

I was thinking something like if - said field = "A" then summarize

 

Thanks

[LaRetta]

Hi Matthew,

 

Understanding the purpose of the request would help here … do you need this in browse mode, for printing a report or ?  And do you need this summary to appear in the parent table?  

 

Unless using ExecuteSQL() which is version 12, you will need to filter the relationship to include contents 'A'  and then a summary in the child table (or a Sum() calculation in the parent table will produce the results you wish.  There is another possibility using filtered portal but again … the best suggestion would depend upon your specific needs.

 

Can you explain more of your situation?  :-)

And is the summary a count or instead a sum of a number field?  Another easy option would be to place a calculation in the child table which produces this number if it meets the criteria.

[Matthew R White]

LaRetta,

Thanks for responding. I have a list layout that lists all our accounts, both active and inactive. At the bottom currently I can summarize All accounts, but I'm trying to summarize separately the active and the inactive accounts.

For not I'm just looking to create a running summary on the list layout but eventually I would like to use the summaries in printed reports.

I've attached a picture

 

Thanks

1.tiff

[comment]

Assuming you want to summarize the current found set, not necessarily all the records in the table, you have two options:

 

1. Sort the records by their status and use a sub-summary part to show the summary count of each group. This is the preferable option, esp. if you want the summary to include both count of accounts and the total of amounts.

 

 

2. Define a calculation field (result is Number) =

Acct Status = "REN. QUOTE"

Use a summary field to total this field, and another calculation field to subtract the summary from Get (FoundCount).