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Advice needed for displaying related records on a layout

Question asked by InvectusIlumni on Dec 18, 2010
Latest reply on Dec 20, 2010 by philmodjunk


Advice needed for displaying related records on a layout


Hi guys,

I'm not sure if this is even technically possible. It just makes sense, but I haven't seen it done just yet so I though I should ask.

I have a 7-table solution (graph below) which consist of the following tables: CONTACTS, FINANCE, ASSETS, DEPARTMENTS, TASKS, CALENDAR and PREFERENCES (used for storing global records i.e: common images etc.)

I have a home layout that I use for efficient navigation purposes and I hope to also use it to highlight some important information such data trends etc. This layout is currently reading from the CONTACTS table and on it I want to display a chart showing some monthly financial data like contributions and expenses. On the same layout, I would also like to display a list of upcoming tasks. Now here's the catch: the chart and the list should be based on all the records that I would specify, not just the current. 

For intuitiveness and practical reasons, the home layout is setup to be viewed in browse mode only and I understand that the chart could have been done if the records were displayed in listview.

Can anyone help at least by pointing to some concepts and workarounds?

Last but not least, here's my graph: