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Cartesian portal including a related field

Question asked by AndyPullen on Aug 8, 2015
Latest reply on Aug 9, 2015 by AndyPullen


Cartesian portal including a related field


I'm stumped, any help would be hugely appreciated! I have a database for tracking a monthly budget, with tables for month and related tables for cashflow (income, budgeted, spent) and for categories. The idea is to add a budget line item and assign it a category. And when money is spent, that would be recorded and also assigned a category.

What I'd like to do is on the month details layout, display a portal showing all categories, but include fields on each category row that show related cashflow sums (budgeted, spent, remaining). I'm not sure how to setup the relationship to show all records in the portal but the cashflow fields with related data for the given month.