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filtering reports to obtain records (scripts)

Question asked by kj_thegreat on Jul 19, 2017
Latest reply on Jul 19, 2017 by philmodjunk

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We need to obtain a value from a record based on filtering an unknown amount of records in a summary field on a different layout than the report, for the date the record was created. Sorry for the long sentence. Just trying to explain my self. Were running fmp14.

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philmodjunk Jul 19, 2017 12:02 PM
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Is the "different layout" based on the same table occurrence as that of the report's layout?

What kind of filtering? What data/criteria specifies which records to include or exclude?

General options that might work:
1. Set up a relationship that matches to the set of records from which this value must be computed, then an aggregate function, Sum, count, average, etc. can compute a value based on the set of related records.
2. Use the same relationship, but define a summary field in the related table and reference it to get/show the needed value.
3. Use ExecuteSQL to compute the needed Aggregate value.
4. A summary field inside a filtered portal might produce the needed value in cases where a relationship might not work.
5. A script can perform a find using a layout based on a different table, set a variable to the value of a summary field from that table and then return to the report layout where either the variable can be used to show the value or it can set a field in order to show the value.
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