Summary Comparison of two years of data
Okay here is my dilemma as it were. My goal is create a summary of two years comparing the number of accounts, balance, and price for each investment option. I have to do this for 12 different investment options.
Should look something like this
Year 1 Year 2
Investment option 1 # of Accounts Balance Amount $ Share Price $ (Repeat)
Investment option 2
Investment option 3
Side by Side Comparison Summary. I have a table that includes the fields for name of clients, each investment elections is a field (which shoes the amount $ each clients has in each fund). I believe i'll have to create addition table for the investment elections. I'm still new at filemaker so I'm note sure if I have correctly set up the tables for this purpose. I have an addition table for the price of each fund, the fields are that of the name of the fund and the price of the fund.
I apologize if I'm not clear in explaining what I'm trying to do or how my current database is set up. Still new to this :/
Thank you for any help!