Forum Discussion

Qrew Trainee

2 months ago

Is there any way to show an embedded report with all the records related through a summary table

There are three relevant tables in this scenario, Projects, Groups, and a summary table called Project Groups. There is a one to many relationship from Projects and from Groups to the Project Groups ...

reports

DonLarson
2 months ago
This should do it

In the Project table make a Summary Field to get the Related Group from the Project Groups Table
Add a Report Link Field to the Projects table
Configure the Report Link field so that the target table is Project Groups
Set the Summary Field Related Group is equal to Related Group
Then you can create a report in the Project Groups table to use as the Embed for the Report Link field.

RobertHarrison

Qrew Trainee

This is working for me when my project is only in one group, but when its in 2 or more groups it doesn't seem to find any matches. Maybe I am doing something incorrectly. Originally I tried to do a combined text with the 'related group' field for my summary field but I assume because they are numeric I couldn't do a combined text. So instead I did a combined text on the the group name field. I was hoping it would try and individually match the items in the combined text field but it seems to do a match against the entire thing.

DonLarson

Qrew Elite

2 months ago

I tested my solution. Even with Marks advice I am having the same issue you brought up. It only works if the Project is in a single Project Group.

I have a half baked idea I am working on. For the sake of realism, how many Project Groups could you really have for a single Project? If it is two or three I might have a solution. If it is dozens than I am in trouble.