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Summary fields (in Portal) based on different filters

Question asked by FredH on Nov 28, 2014
Latest reply on Nov 29, 2014 by FredH


Summary fields (in Portal) based on different filters


Hi Experts,

I initially have 2 tables : 

  • Project
  • Revenue

with : 
Project ---< Revenue
In my Revenue table, I have a Year field, different Revenue fields and also a field that gives more info on the year (first year, go-live, etc).  For each project, I have 10 records in the Revenue table (1 record/year).
In my Project table I have my project name but also a couple of characteristics for that project (type, etc).

I have created a layout linked to my project table where I show the project details as also the revenue figures.  The revenue "table" is created via multiple portals (one cell/portal) as I needed to have my columns (different revenues) as lines and lines (years) as columns.

What I would now need is to have the exact same table but which is showing me - cross project - the sum per revenue. 
Also, I would need to apply different types of filters using the extra field of both the Project & Revenue Table in order to see specific sums.  I.e. show only projects of type A, only the project years of "go live", etc.
I should also be able to filter not only on specific values but also on the "exclusion" of some values.

In order to have the sums correctly, I figured out that I should create a new table "Global" which has only one record and that all projects could be linked to that record.  I tested this with a summary field and it seems to work.
But how do I set up the filters?  I saw a couple of threads explaining that filtering in search mode does not affect the summary fields of a portal but what is than the best way to work?

Thanks in advance for your input
Kind regards,