One option for this would be to place the summary calculation in the Funds table.
It will involve having a calculation for each category and then a summary referencing each calculation, but this will do what you want.
So in your Funds table create a calculation:
If ( fund_type = "IF" ; Amount ; 0 )
And repeat this for each category you have.
Next create a field, called 'Total_Initial_Funding' and make it a Summary that is set to 'Total of' and point it to 'AlertType_Initial_Funding'
And again repeat for each category.
Now on your Budget record layout drag the Total_... fields onto the layout and they should sum up each of the categories for you.
Another approach would be to use a recursive Custom Function to loop through and calculate the totals from the Budget table, but this is the simplest approach.
I hope this helps and do let me know if anything is unclear or need further explanation.
Thank you Orlando. You always give me information relevant to my question.
I modified your direction a little and it seems working fine for us now. This is what we do:
ON Funds Table - define items:
IF_Amount Calculation =If ( fund_type = "IF" ; Amount ; 0 )
AF_Amount Calculation =If ( fund_type = "AF" ; Amount ; 0 )
CO_Amount Calculation =If ( fund_type = "CO" ; Amount ; 0 )
ON Budget Table - define items:
Total_IF_Amount Calculation =Sum (Funds::IF_Amount)
Total_AF_Amount Calculation =Sum (Funds::AF_Amount)
Total_CO_Amount Calculation =Sum (Funds::CO_Amount)
We are not too comfortable with TOTAL on children's records. How does TOTAL of Summary type work? Any difference from Sum Function of Calculation Type?
No worries, glad to help.
Either option will work for what you are trying to achieve, for getting a total of records through a relationship both work the same way.
If you wanted to have a total of a found set of records, in the table you are in, then a Total of Summary would work better and if you were setting up SubSummary reports Summary fields would be the way to go.