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Total of values in a field in a portal (not using a Report)

Question asked by happyez on Mar 3, 2014
Latest reply on Mar 4, 2014 by Kaps_1

Title

Total of values in a field in a portal (not using a Report)

Post

     Hi there

      

     I have a slight conundrum..

      

     I am creating multiple different layouts using the same fields. Lets say the fields are called "2013" and "2014".

      

     In another field ("Item") I have a number of different values. Let say 5 records of A ("A1"; "A2"; "A3"; "A4"; "A5").

     For B, there's 5 records ("B1" etc)

     For C, there's 5 records ("C1" etc)

      

     I have on three different layouts, a portal on each, and I have filtered that the first portal would pick up only 5 out of the 15 records that begin with A

     The next one does that same, but with B

     Next with C

      

     To total all values in the 2013 and 2014 fields, I am using a "Totals 2013" and "Totals 2014" field for each.

     I want it to total only the records showing for that letter. Let's say all the A's = 4 each. But the B's = 5 each. C's = 6 each

      

     I want the "Totals 2013" and "Totals 2014" to show the total of all A's = 20

     In the next layout, I want "Totals 2013" and "Totals 2014" to show the total of all the B's = 25 etc

      

     I don't want to do a Report, as I don't know how to get alternative shading of fields as you do in portals, and I want to filter within the portal, so I don't have to add a lot of stuff to the scripts. I know it is recommended you use Reports rather than portals, but I want to use portals, as it would mean major reformatting of a lot of stuff.

      

     Surely there must be a way. If I make the "Totals_2013" field a calc (Sum), it doesn't seem to add up only those I show in the portal. If I use it as a Summary field, it summarises one set of figures, but not the other.

     It worked when I used a Report style, but it wasn't the portal style. I want to do this in the portal instead.

      

     I basically want the two Total fields to only see what I have in front of it, even though all values pass through it.

      

     What could I do?

     Eric

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