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How to roll-up values in a summary table

Question asked by jdxxs on Mar 6, 2018
Latest reply on Mar 7, 2018 by Brian Hamm

Here's a simplified version of my problem:

 

I have a table that accumulates values from other tables that have a category and value

Each record has:

 

a category number

a category title

an accumulated value from other tables

a category into which the category totals

 

such as

 

1     512     5

2       13     5

3     122     5

4       71     5

5              13

6     433     9

7         3     9

8     233     9

9               13

10      13    12

11     211   12

12              13

13              17

14     901   16

15       11   16

16              17

17

 

The categories that are designated as totals (5, 9, 12, 13, 16 and 17 in the example) do not have any data from other tables and are purely for roll-up totals.

 

The actual structure is much more complex but the total account of every record is always a higher value and there is a final record - 13 in the example above - which is the highest value and into which everything totals. It is the only only record that does not have a total category.

 

What I need is to accumulate the values of

1,  2, 3, 4 into 5

6, 7, 8 into 9

10, 11 into 12

5, 9, 12 into 13

14, 15 into 16

13, 16 into 17

 

or, another way

 

1 into 5 and 13 and 17

2 into 5 and 13 and 17

3 into 5 and 13 and 17

4 into 5 and 13 and 17

6 into 9 and 13 and 17

7 into 9 and 13 and 17

8 into 9 and 13 and 17

10 into 12 and 13 and 17

11 into 12 and 13 and 17

14 into 16 and 17

16 into 17

 

or...

 

I am wondering if anyone has faced a similar situation and come up with a 'best' solution.

 

Many thanks for any thoughts.

 

Jeff

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