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Conditional Sum of Portal Records

Question asked by Tucker on May 10, 2012
Latest reply on May 10, 2012 by Tucker


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?