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Sub Summary based on Subset of Parent Records

Question asked by sccardais on Mar 27, 2014
Latest reply on Mar 28, 2014 by sccardais


Sub Summary based on Subset of Parent Records


     The partial screenshot below is from a layout (Ranking of Issues) showing records from Join_Issues_Assigned which is related to Surveys.

     The calculation in columns 2 (Count) and 4 (% of Surveys...) are incorrect.

     This report was created by searching Surveys containing a value of "1" in the field "PrimeMarkets" . 310 records out of 540 meet this criteria.

     In that subset of 310 records, 90 surveys have been tagged with "Complex" in the field Issues Mentioned" in table Join_Issues_Mentioned.

     The calculation in column 4 should show 29.03% (90/310)

     Instead, it is showing 32.26% - the result of dividing all of the records with Complex in field "Issues Mentioned" by 310 - the correct subset. 

     Column 2 (Count) is a Summary field, based on a calculation field Count > Issues Mentioned in table Join_Issues_Mentioned.

     So - what do I need to do to get the Count field to calculate each of the issues on the subset of records found in Surveys?

     Do I need a new table occurrence and if so, what would that relationship look like?