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Show summary of field value on related table's layout

Question asked by BKamp on Apr 18, 2017
Latest reply on Apr 20, 2017 by philmodjunk

Hi guys!

 

I have two tables that matter:

Expectations

Results

 

I have made a layout based on the Results table. In this table I would like to show summaries of fields from the Expectations table such as Expectations::gross_income

I have done the following:

  1. Related the two tables with the fund field that is present and populated in both tables. Expectations::fund = Results::fund
  2. Created the calc field Expectations::gross_income_total with the following calculations field: sum ( gross_income )
  3. Added the field to the layout based on the Results table, now the field displays <index missing>

 

What am I doing wrong?

The layout is to be filtered by the fund field to only show results for a specific result, when this is done, I would like the expectations summary field to be about that fund only as well.

 

What approach would I use?

Outcomes