AnsweredAssumed Answered

How do you filtered records from one field and summing another

Question asked by kdcattran on Feb 19, 2018
Latest reply on Feb 21, 2018 by philmodjunk

Good Day,

 

I am building a budget database and have the following relationships.

 

Relationships.png

 

As you can see the CY Table is linked to the Budget Table from ID_CY (1 to Many) FK_CY.  I have a field in the Budget table called Sequence (Number) that I want to filter for a particular number (1 for example) and sum the field (Jan_Budget) from the results.  Here are the fields for each table.

 

CY.png

 

Budget.png

 

As I understand it, the parent table (CY) must have a calculated field to perform this task.  As you can seem I have them summed but it gives me the sum for all the records instead of the filtered records.

 

On my layout, I have separate portals that filters each of my sequence numbers (1-5) for each of the following:

 

Sequence 1 - Money In

Sequence 2 - Investments

Sequence 3 - Liabilities

Sequence 4 - Credit Cards

Sequence 5 - Expenses

 

Ultimately, I was hoping to perform the following bottom line calculation that will give me a Remaining Balance.

 

(Money In - Investments - Liabilities - Credit Cards - Expenses = Remaining Balance)

 

I hope that I have explained this well enough to make what I want to do clear.  Your help in this matter is greatly appreciated.

 

Sincerely,

 

Kevin

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