Filter multiple summary fields from across mult tables in one layout
I am trying to apply a date range filter across one main table and have all appropriate summary fields from multiple tables
also have the same filter applied.
Pretty simple schema
- Jobs: table that has invoice data
- Direct Purchases: discretely chargeable items to JOBS (join to JOBS on InvoiceNumber)
- Indirect Purchases: not direct charges to client, but part of JOBS expense (labor, etc) (join to JOBS on InvoiceNumber)
- Company expenses
I Understand how to link tables using the Cartesian join operater (X) from this posting:
This works fine to present summaries across all data in each table.
I want to apply a date range filter to the JOBS table layout, and have all the other summaries likewise filtered for the same date range.
There is no issue applying a filter to the discrete tables above and getting the desired summary, but I'd like to have one summary layout that has high level data in it. Essentially I am trying to capture all data to support tax preparation.