5 Replies Latest reply on Aug 18, 2013 3:41 PM by erolst

# Need help with sub summary report selecting certain data in field

I track the performance of small loans (pawn shop) keeping track of certain data and would like to present a summary report that would display by various loan sizes. For example I have a field with the loan amount form \$20-\$2,000 and would to show summary tiotals for Loans \$20-\$500, \$501-\$800, \$801 -\$1,000 and so on. What calculation would I use? Would I sort the summary by that?

• ###### 1. Re: Need help with sub summary report selecting certain data in field

You should have a field for loan amount such as "LoanAmount".  You can create calculations fields based on loan amount such as:

LoanUnder100:  If ( LoanAmount < 100 ; LoanAmount )

Loan100to200:  If ( LoanAmount >= 100 and LoanAmount < 200 ; LoanAmount)

Loan200Greater:  If ( LoanAmount >= 200 ; LoanAmount )

Then you create a Summary Field for each of these with running total for each of these calclulation fields.  You will put the Summary fields in the sub-summary layout parts in the FileMaker layout or Trailing Grand Summary or whever you need them.

LoanUnder100Total = TOTAL of LoanUnder100 (running total)

Loan100to200Total = TOTAL of Loan100to200 (running total)

LoanGreaterThan200Total = TOTAL of Loan200Greater (running total)

• ###### 2. Re: Need help with sub summary report selecting certain data in field

Or try it like this:

• ###### 3. Re: Need help with sub summary report selecting certain data in field

Thanks for the quick reply, I'm going to try a bit later...I'll let you know how it works out.

• ###### 4. Re: Need help with sub summary report selecting certain data in field

Cool, I like whow you added the body for explanation of the total, I can see this being helpful! Thanks

• ###### 5. Re: Need help with sub summary report selecting certain data in field

You're welcome. If you're willing to define another field for numerical sorting and summarize by that value, you can use any text because you don't have to use it for proper sorting.