I have a table with 2 fields, one called Charge and another called type.

The Type field is a drop down menu with the following selections: Debit, Cash, Check, Finance

So the table looks like this:

Debit $500(Charge Field)

Cash $200(Charge Field)

Debit $300(Charge Field)

Total (Summary Charge Field)

 

I'm trying to create a field that just summarizes the Charge Field when Type = Debit. So I can break down and summarize each type separately.

What is the best way to do this?

One possible approach is to make a calculated field:

Case( Type = "Debit" ; Charge )

... and summarize that.

I'm trying to create a field that just summarizes the Charge Field when Type = Debit. So I can break down and summarize each type separately.

What is the best way to do this?

The best way is to produce a summary report. Find the records you want to report on (e.g. by date range), sort them by Type, and show them in a layout that has a sub-summary (when sorted by Type) part.

Place a summary field defined as Count of [Type] (or any other field that cannot be empty) inside the sub-summary part. The same field, when placed in a grand summary part, will show the total count.

You can delete the body part of the layout, to show only summary values.

 

 

Edited September 19, 201510 yr by comment