When you place a summary field on a layout based on the table where the field is defined, the value you see if based on every record in the found set.
When you place that same summary field on a layout that is not based on the table where it is defined, the value you see is based on what records in the summary field's table are related to the current record on the layout where you placed the summary field.
Thanks, that makes sense. Any idea how I could achieve what I'm trying to do though? This is the first of many numbers that I'd like to pull from various tables to display on the dashboard layout.
The general answer is to set up a relationship that matches to the records you want to supply the data for that summary calculation.
But what is it that you want to achieve with this summary field? A total based on a certain set of records in that table? Or all the records in that table?
I have a field in each record that shows whether that project is on schedule (0), ahead of schedule (+1) or behind schedule (-1). On my dashboard or firm overview layout, I'd like to have a summary of that field so I can see overall if we are ahead or behind.
Then you need a relationship to that table that matches to all records in the table.
You can set up this relationship to an occurrence of the table with the summary field:
DashboardTable::anyField X SummaryTable::anyField
As long as you double click the relaltionship line between the two table occurrence boxes and change the = operator to the Cartesian Join operator (X), you can use any field in the two tables as a match field and then any record in Dashboard will match to all records in Summary.
That did the trick! Thanks Phil