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Summing up different values from same field of multiple records

Question asked by MauriceG on Dec 10, 2016
Latest reply on Dec 11, 2016 by MauriceG

Hi,

I have a list view layout (based on Assignment table) where each record has, amongst others, a Date field (displaying date fees for assignment were received), a Fees Field (displaying the amount of fees received for an assignment), a Monthly Total field (total fees received during the current month) and a Year Total field (total fees received during the current year).

Fees field is an amount field

Monthly Total field is a summary field: Total of Fees field

Year Total field is a summary field: Total of Fees field

As you will guess, this doesn’t produce the results I’m looking for. What I want to do is this:

  1. If fees in the first record of the current month is $20, then Monthly Total field should show $20. Then if the second record of the month has fees of $25, Monthly Total field should show $45, etc. Then, at the beginning of the following month, the last record of the current month must continue to show the total for the current month and the first record for the following month should start computing again from zero.
  2. I want the Year Total field to behave the same way.

 

Any help would be much appreciated.

 

Thanks.

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