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Making Portal Summary Totals. Problem!

Question asked by AitchB on May 8, 2018
Latest reply on May 9, 2018 by AitchB

Hi,

 

I have a (beginner's) problem getting a summary total to work and I've tried most things but now I need a bit of guidance as I must have missed something.

 

2 Screenshots of the portal are below.

 

I have 2 Portals on a layout, Booking (table: Booking).  It gets all the booking transaction details from my table: Journal.

Portal 1 lists all the related records (for that booking)

Portal 2 lists selected related records (for that booking)

 

The 2 tables are related by booking::date_of arrival and journal::date_of arrival

 

On the portal there are among others, 2 Number fields (both: indexed):

amount_credit

amount_debit

 

On the portal they are sorted in transaction_date order.

The filter selects the fields require with:

Portal 1 - All related records

Portal 2 - 2 related records

 

journal::category = "Paiement"

or

journal::category = "Reçu"

etc.

 

There are no calculations as it's just 2 total fields and then credit-debit.

 

I created 4 Summary fields:

All are: Summary = Total of amount_credit (running)

 

For the first portal:

  amount_credit_total  

  amount_debit_total

For the second  portal

  L_amount_credit_total

  L_amount_debit_total

 

On each portal there is the extra 1 line portal on the bottom of each, which his home for the total fields.

The sort and filter are the same for each pair.

 

They show either blank or a number among the list on the portal but are not correct.

 

I would like to have the last field to calculate the difference in the 2 summary fields but that can wait until this problem is sorted.

 

Been struggling here for a while.

 

Henry

 

Screen Shot 2018-05-08 at 22.46.31.png

 

 

Screen Shot 2018-05-08 at 22.46.43.png

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