AnsweredAssumed Answered

Relationship not giving desired results

Question asked by pdoak_1 on Feb 28, 2011
Latest reply on Mar 5, 2011 by pdoak_1

Title

Relationship not giving desired results

Post

Background Info: I am using the following

  1. Filemaker pro Advanced 11
  2. Mac OS X 10.6.6
  3. Single user mode
  4. I have been using Filemaker Pro for about 6 months

I have created a database to hold client stock portfolios.  All client portfolios are run on a pari passu basis and I wish to design a layout which will show for each client portfolio how many shares need to be purchased to bring the portfolio into line with the model portfolio.

The layout I am working on uses a sub summary by client and then by stock.  The underlying table that this layout uses holds all the actual trades within the portfolio for all portfolios.  What I want to show, for each stock in each portfolio is the difference between the current holding and the holding in the model portfolio.  However, I can't see how I can achieve this.  I have tried using another table occurrence using the "X" operator but that does not allow me to just look at all the records which match the current stock.

Can anybody point me in the right direction as to how to get this to work?

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