Just thought i would bring this to the top of the list, havent had any success in resolving this.
I thought about copying the property type to the loan but the problem is there could be numerous properties tied to a transaction so copying the type to the loan would not work.
Really hoping someone may have a suggestion, coming down to the wire in getting this database done and this is the last step.
Any help would be greatly appreciated!
Bascally would need the sum of Loan::Original_Balance where Property::Property_Type = "value"
In that case you create a summary field in the Loan table. Select the option SUM and use the field Original_Balance. When you sort on property_type you will see the summary field produce the results that you want. If you want to see this work at a distance from another table you will have to include the field property_type as one of the criteria for the relationship that is used to link them.