Conditional Sum of Portal Records
I have a portal that lists Orders by Month, that is related to a specific Company. Tables are (Company::_pkCompID = Orders::_fkCompID). the relationship between Company and Orders is one-to-many.
The OrdersPortal contains fields: ThisMonth (date field), SalesThisMonth (number field). Both of these fields require user entries.
I have various fields above the OrdersPortal to display sales data. Sales YTD, SalesLastMonth, SalesLastYear and %SalesYTD vs SalesLastYear.
What direction should I go in to automatically enter the correct values in the sales reporting fields above the portal?