Report for invoices

[raitis]

Dear fmforum,

 

i would like to create a field in my INVOICES table which sums the subtotal values of the whole month.

i would like to see the income for each month.

maybe there is a option to add a drop down menu so i can choose the specific month.

i have a field called month which looks like this: 01/13, 02/13, 03/13 etc. for each month.

i add the corresponding month to each invoice. e.g. for january 2013 i add 01/13 to the field called month.

 

where do i start?

[iking42]

It sounds like a sub-summary field would do the trick for you. If sort your records by month, a summary field in a sub-summary area will provide a total for only the records in the sort groups. I would experiment with a few layouts using this approach and a button to invoke the desired sort.

 

Knucklehead

[comment]

maybe there is a option to add a drop down menu so i can choose the specific month.

 

Do you want to choose the specific month? Or do you prefer each invoice to show the sum of all invoices in the same month?

[raitis]

i got it.

thanks!!

 

 

It sounds like a sub-summary field would do the trick for you. If sort your records by month, a summary field in a sub-summary area will provide a total for only the records in the sort groups. I would experiment with a few layouts using this approach and a button to invoke the desired sort.

 

Knucklehead

it would be nice if i wouldn't have to leave the invoice layout and could choose the specific month of which i need the total.

 

 

 

 

Do you want to choose the specific month? Or do you prefer each invoice to show the sum of all invoices in the same month?

 

[comment]

If you define a global text field gMonth, and a self-join relationship (using another occurrence of the Invoices table) as:

 

Invoices::gMonth = Invoices 2::Month

 

you can then use a calculation field =

Sum  ( Invoices 2::Subtotal ) 

to show the total for the selected month. For convenience, attach a value list (using values from field Invoices::Month) to the gMonth field.

[Lee Smith]

Hi Raitis,

 

I moved your topic from "FileMaker Pro 12" to "Calculation Engine (Define Fields)”, because the General Topic areas are for discussion of the New Tools, Functions and Features that were introduced in that version of FIleMaker, and not meant for asking How-To questions.

[raitis]

ok thanks. i didn't knew.

 

Hi Raitis,

 

I moved your topic from "FileMaker Pro 12" to "Calculation Engine (Define Fields)”, because the General Topic areas are for discussion of the New Tools, Functions and Features that were introduced in that version of FIleMaker, and not meant for asking How-To questions.