Sub-summary layout part won't repeat all relateds

June 11, 200223 yr

I can't get the sub-summary section to repeat on my layout. Does the part have to be using the same database the layout's in? Or can you use a relationship, and sort (break) by a related record's field?

I have a related database with 4 records from which I want to subtotal certain fields on the report. Only the first record shows in the summary. I don't need to use a portal, do I? I couldn't get that to work either.

This is driving me nuts...any helpful suggestions or further clarifying questions appreciated greatly!

June 11, 200223 yr

Make sure the database is sorted by the break fields. Break fields are the fields that are specified in the sub-summary parts.

If a layout has more than one subsummary part with different break fields then it needs to be sorted by all the break fields in the order that they appear on the layout (from top to bottom).

June 12, 200223 yr

Author

Hm, yes, I was sorting correctly. After reading some more posts, the problems seems to be that I'm using a separate (related) database external to the report's database.

I ended up re-creating my report layout on the other database (I'm doing an invoice form to display line items entered by another layout). Switching the layout to the same database seems to make the difference.

But why? What's the frikkin' difference where my data lives?! (sigh.)

Anyway, now my problem becomes this: I want to keep track of the subtotal of each category in the sub-summary, and display them in the Grand Summary (or in a Footer).

Example:

I have Tasks A, B, and C. Each task has a number of Units entries (Task: A; Units: 12,5,1). Each subsummary line has the subtotal of units per task: 18 in this case. I have a field below this for Task A: Total Units.

I tried using a calculated field with an IF statement to check if the break field matches the category, then set the subtotal to that field, but if it's not a match, the data gets wiped out by the "default" option (since you can't use the field's existing value). Is there a way to save this on-the-fly data? Do I have to use a script?!

Thanks again for your replies!