"did not get it to work" is one of my least favorite phrases in this forum. Not so much that something didn't work for you, but that you haven't told use exactly HOW it failed and this can be useful clue to those trying to help you.
But in your case, it looks like you are trying to use a summary field in a calculation and not getting the desired subtotal value to use in that calculation.
When a calculation field refers to a summary field, the value returned is based on the current found set, not the current sub summary part's sub total. To get that sub total instead of such a "grand total", requires using the GetSummary function.
If you have a sub summary part with "fieldB" specified as the "sorted by" field, this expression:
GetSummary ( SummaryField ; FieldB )
Will return the subtotal that you see in the sub summary part. Like a sub summary part, the records must include FieldB in the current sort order or no value is returned by the function. Unlike a sub summary part, FieldB must be a field defined in the same table as SummaryFIeld and the calculation field.
sorry for my easy 'did not get it to work' phrase, I should have elaborated more.
Reading your reply, my ways of how I tried to achieve this we're way off.
I understand your way of doing this but do not yet get how I can get the percentage.
Im trying this:
GetSummary( Summary Total Investment / Total Fund Worth ; PropertyInfoStatus )
which is wrong because I cannot put a non summary field as the first argument in the GetSummary function.
What am I missing here?
Are Total Invenstment and Total fund Worth both summary fields?
If so you may need two Get summary function calls instead of one unless one of these summary values represents a "grand total" across your entire found set.
If both are summary fields used to get sub totals:
GetSummary ( Summary Total Investment ; break field ) / GetSummary ( Total Fund Worth ; break field )
I didn't specify the break field as I'm not sure that both fields would use the same break field in this case.
If Total Fund Worth is a number field, then you would use:
GetSummary ( Summary Total Investment ; PropertyInfoStatus ) / Total Fund Worth
Thanks Phil! got it to work now.
I used GetSummary ( Summary Total Investment ; PropertyInfoStatus ) / Total Fund Worth because I am using a number field.
Thanks for your detailed explanations!