4 Replies Latest reply on May 12, 2017 8:51 AM by beverly

    Value List into separate records

    jimbo123

      I'm getting there as a newbie, but for some reason I can't work this one out:-

       

      My first post after a cranial removal op ! so please excuse the methods.

       

      I have a table where we download one table that shows transaction records (a bank account) with the usual fields:- date, amount, description etc which also has the field "Account #"

      I need to make a separate unique list (portal/table) of the "Account #" references only eg, 12345-6789, 12345-9876 and so on to enable more filtering. I have a drop down list for searching the field "Account #" and everything else works fine, but I can't find a way to extract the unique "account #" values from the value list and display separate totals for the different account numbers (in a new layout/portal/tab).

       

       

       

       

      FM 15 pro Advanced

       

        • 1. Re: Value List into separate records
          beverly

          Well, for reporting there are a few options.

          Try this one first (easiest):

          • create a layout (list) based on your table

          • remove the body part

          • create a summary field (total of) for the

          • add a sub-summary part sorted on the account # field

          • Place the fields for Account# and the new summary field in the sub-summary part

          • back in browse mode, sort

           

          That's another layout. If you need a portal on one of your tabs. let us know.

           

          beverly

          1 of 1 people found this helpful
          • 2. Re: Value List into separate records
            philmodjunk

            Am I correct that you want to list each account number once with a total for that account?

             

            Creste a summary report on a list view layout based on the table that you are using for these portals. Add a sub summary part "when sorted by" your account number field. Remove the body layout part. Place a summary field set to compute the total of your value field in this sub summary part. Add the account number and any other fields that you want to this layout part.

             

            Sort your records by account number and you should get a list of accounts and totals for each.

            1 of 1 people found this helpful
            • 3. Re: Value List into separate records
              jimbo123

              Thank you Beverly

              Of course - doh !

              But I will want to put the info into a portal.

              I've got a "maxdate" calc field to show the last balance on the last date, so this will need to sort on that I suppose to show the latest balance on the last date of the downloaded file ?

               

              Kindest regards

               

              Jim Larsson

              • 4. Re: Value List into separate records
                beverly

                Hey, Jim! you can search 'portal summary' in the search above, as I just did and found this gem (demo file):

                Sub summary in a portal

                more posts, I'm sure, on the topic here and elsewhere.

                beverly

                1 of 1 people found this helpful