AnsweredAssumed Answered

Summary HELP!

Question asked by donjuan1498 on May 18, 2011
Latest reply on May 19, 2011 by aammondd

Title

Summary HELP!

Post

I have a fairly large database that I am building for an insurance company. I am trying to summarize a group commission statements that we get from different insurance carriers. The problem I am running into is I have to keep all the statements in separate tables in the DB.  As you can imagine I need to total up each statement and total them out based off insurance agents. I basically am looking to summarize all carrier commissions into one table, but I am lost on how to do this. Here is an example of my DB setup. 

Agent Table

- Agent ID Number

- Agent Name

Insurance Company 1

-Agent ID number

- Commission

- Premium

- date

Insurance Company 2

-Agent ID number

- Commission

- Premium

- date

Insurance Company 2

-Agent ID number

- Commission

- Premium

- date

As you can see the insurance company tables have the same data structure (I simplified it for this example) however I have to keep them in separate tables for tracking purposes.

I want to be able to summarize an agents policies by date and total them out for all the companies on one layout. How can I accomplish this without portal records?

Outcomes