I have a table with records of takings called "Date", I want to create a portal on a separate layout grouping the data by year and financial quarter. I created two global fields that I put on the new layout to select which year and quarter i want to look at. I created a second table occurrence of my Date table called "report_DATE" and also fields to identify which quarter and year a record falls in. So the relationship looks like:
Date::g_year = report_DATE::Year
Date::g_QTR = report_DATE::MGD_QTR
The layout is based on the Date table, the portal with its fields are based on the report_DATE table. Its not working. I know it would work if my data was in a separate table as a child table but it doesn't seem to work as a self join. I'm not sure whether I need a script to do something or use the portal filtering, or set up the relationship differently.
Some input would be much appreciated. I think it's probably my lack of understanding of "context" that is giving me problems.