3 Replies Latest reply on Feb 7, 2012 3:49 PM by philmodjunk

    Calculation Field that sums by Months

    AnnetteSteinberg

      Title

      Calculation Field that sums by Months

      Post

      FM Pro Adv, 11 V3,

      I have two related tables Clients and Referrals.

      The Clients table contains a date field and $ field(s). The Referrals name field is on the Client table.

      I need to calculate the $ amount each referral name generated from the clients records for each month of the current year and each month of last year, and put in on a third related table.

      I've successfully created a summary report - but that's not what is needed.

      I've looked at other self-join relationship solutions on the forum but have not been successfull.  Your suggestions are appreciated.