I'm been using FM for the first time and have a need to use Get Summary on a financial information table. This generates various summaries of different income by customer, year and type. The layout generated from this table is good. The use of Get Summary allows me to do math with the various results, whereas sub summary totals by income type (as far as I know) cannot be added and divided by each other.
The problem I'm facing is that I wish now to create a layout based on customers and include some of the Get Summary detail from the financial table. Because my new layout is based on customers, I understand I cannot use Get Summary from financial as either a related field or in a portal.
The end game is simply to scroll through customer records, one after the other, and have key financial information show on their 'home' screen if you will, for years and type.
Any help gratefully appreciated. Thanks
I understand I cannot use Get Summary from financial as either a
related field or in a portal.
No, that's not quite correct. The GetSummary() function returns the sub-summary value by breakfield - if records are sorted by breakfield. Thus if the portal (or the underlying relationship) sorts the related records by type, you will see sub-summary values in the portal. However, you won't be able to see only sub-summary values, since a portal has no sub-summary parts.
There are other ways to show summarized related data. If you don't have (and don't expect to have) a large amount of records, considering filtering a (one-row) portal to show only a specific type of related records, then place the summary field inside it. Of course, this assumes the types are known in advance and unchanging.
Related
Here's the thought process and believe it or not I had it working and then it broke, now I am not sure why or how to fix it.
I have a secondary data source that is housed in a SharePoint list that contains billing rates for various tiers depending on the customer.
When you initially select a Tier and then the subsequent Positions under the daily billing area all is fine and dandy and values look up as they should.
However as is often the case someone will input the wrong Tier for the billing sheet and it would need to be changed to reflect the actual Tier. When this happens InfoPath is grabbing the value from the first row for the lookup and making it the value for all the position rate fields in the repeating table.
You can change them back, by selecting a different position and going back to the original position, however that is another step.
Seriously, this is the last bit for me to sort out before I can put this project behind me. I've included some screenshots of the groups and how they are laid out and the rules I have setup.
[Rules for Rate Tier field](https://i.stack.imgur.com/DO7e4.png)
[Rules for Position field](https://i.stack.imgur.com/JF8bh.png)
[Groups and Fields layout](https://i.stack.imgur.com/7etEq.png)
[Example of issue I am having](https://i.stack.imgur.com/aKD3t.gif)
I've tried everything from filtering the rate returned by the Position in the secondary source matching to the Position in the form which is activated conditionally when the Rate Tier equals a specific Tier. I've tried eval which I am not familiar with so I either got true or false but it never returned field contents.
I have a question regarding a data entry form for project pricing estimates I am currently building.
To give you some context: The form will be used to enter data and complete calculations. It will replace an excel spreadsheet comprising of 59 columns, 1-15 rows (it varies by requirements) per project estimate. Average number of projects is 50-60 per year saved in respective customer folders. If there is an update to the estimate, a new version of the spreadsheet is created and saved in the respective customer folder. Hence, in certain scenarios, there are can be up to 10 versions saved per customer per project.
I am seeking to create a form-table combination for each of the customers: hence 10-15 forms with the same structure. Currently, I am only creating one form and table combination as a test. The table designed to replace the spreadsheet will use a total of 30 auto number foreign keys to store information. To be user friendly, I am using combo boxes in my form, where the user types in text but is stored as a foreign key in the table.
On top of this, I need to include calculations. For example, if the user selects certain options from my combo boxes, this will result in a calculated answer in an adjoining form field. Part of the calculated answer will use data in a linked table from another access database. Based on the options selected in the form combo boxes, the database will scan specific columns in the linked table to find matching entries to the selected combo box options. If a match exists, a price is extracted from that linked table. So say the combo box options selected are origin Miami and destination Salt Lake City, the database will scan for those 2 entries in the linked table. If that entry combination is found in the linked table, this price is to be used in the calculation. This price will then be multiplied by two other components entered by the user in the form, resulting in the calculated answer.
My questions:
Regarding the calculation example I gave above, can the above scenario be realistically accomplished in Microsoft Access? If so I am assuming I have to use VBA and/or Macros to do so?
a. If so, is it suitable to use my data entry form to complete it? Or is there an alternate way to achieve this result?
Will 30 combo boxes combined with such calculations have a significant impact on the speed of my form and database, especially as more data is added to the form and given that 10-15 forms will use the same structure? I have thus far included half of the combo boxes in 1 form, completed 1 test entry and I find that occasionally there is a slight lag when opening the form.
a. If it will impact my form's performance, what are my options/other form controls I can use to minimize lag and maximize speed?
Many thanks in advance!
I need to write an SSRS report that displays data based on user selected options (parameters). The report will be run on either paid or unpaid data. If the selection is for unpaid data, the report does not need a date value (it will select all the unpaid records in the database). However, if the user selects paid data, they should also put in a date range. Is there a way to either hide or disable the date parameters if the user selects unpaid data?
I have found several forums that indicate this isn't possible, but want to verify with the folks here on stackoverflow (I have a higher level of confidence with the responses here). I also looked at cascading parameters but this doesn't seem to fit that mold.
Thanks for your help!
I have a task to create a database to track student results in a school. I came out with a set of relationships between the tables according to the 3 forms of normalisation(I hope I got it right. If not, please enlighten me).
One feature that I want to put in the Filemaker app is that when a teacher want to enter some assignment marks, he will just need to create a new submission record and all the student names in the class will appear.
I could not think how this feature can be done in Filemaker. I can only create a new submissions record and key in a student's score, then create another new record to do the same thing for a second student.
Can someone help? I am a teacher, not a Filemaker developer so please correct me if my database tables are done wrongly.
Update:
I will like the output to be like this
Spreadsheet is not suitable because it can't be used to search/sort easily.
I have a quick sample file here. It's an old sample and it uses a different (but similar) model. Basically the idea is that: You have a calculated field (I use a repeating field) to display the data. You also have a global repeating field that serves as an editing widget. Each time you go to a record you fill this field's reps with data from related records (using a OnRecordLoad trigger). This doesn't mean the field shows the same data for all records, because its conditional formatting rules are set to hide all data; so it only shows a piece of data when you actually enter one of its repetitions. This is the data that can be edited. And finally there's a trigger that fires each time you exit the field and posts your changes to the related table (adds, updates, or deletes).
The sample isn't quite complete because if there's fewer data columns than repetitions, you'd probably want to somehow lock the remaining repetitions; this part isn't done. Otherwise it works fairly well. In FM 12, however, it tends to freeze the app; I reported this to FMI, they acknowledged it, but I don't think it has been fixed already.
My problem in a nutshell: I create a new report, I insert a number of groups one at a time, and everything goes fine until I add the final group and suddenly I get zero results back for the entire report.
I'm new to Crystal Reports, so I'm not even sure I'm using the right vocabulary, and I'm sure this is one of the reasons I'm having such a hard time googling this. I have a book I'm going through (Pro VS 2005 Reporting Using SQL Server and Crystal Reports) but it's very specific about putting forth a set of steps to follow and it doesn't really explain the why of things.
I'm using VS 2005, C#, with built in Crystal Reports; I don't have a fancy stand alone version.
I am creating a DataSet and passing it into the report as the report Database. The DataSet has four tables: a user table (which includes a user Group ID), a course table with a list of courses that the user has taken, an exam details table with details about each exam in the course (including an exam score), and a topic details table, with information about exam topics (including a score for each topic on the exam).
I can add a user group group, a users group, a courses group, and an exam group, and return the details for each exam. But when I add a topic group everything disappears. If I add a topic group by itself I see a list of topics, but making the topic group an inner group of any other group only gives me a blank report.
I checked and I have relations defined between all my tables that should indicate which topic goes with which exam, etc.
Let me know if you need any additional information. I'm sure this is something simple that I'm overlooking because I don't have a dedicated Crystal Reports book.
Can you try and re-create the essential SQL that is being used, directly in the database? It sounds like you're getting data back until that last group is added, and that makes the query now return an empty set.
One of the remedies I found was removing underscore from sql fields, to keep the other tags from disappearing. I was initially having the field "abc_xyz" in sql, had to change it to "abcxyz" to make it work in crystal.