Forum Discussion

RobertHarrison's avatar
RobertHarrison
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's avatar
    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.

DonLarson's avatar
DonLarson
Qrew Elite
2 months ago

RobertHarrison 

I have an 80% solution for you.   This will assumes that you have a fixed, stable number of Groups.

 

[Project Groups] create a Formula Text field using the Related Group

[Projects]  create a Combined Text field in relationship of the Related Group Text field from the Project Groups Table.

Now you need pairs of Report Links and Formula Text boxes in Projects

The Formula Text evaluated the Combined Text field.

If (Contains([Combined Text Related Group Text], "1", "")

This determines if the Project is in Group One

Then the Report Link uses that value to give you a Report of the other Projects in Group One

Repeat for your other Groups.

Projects will have an embedded report for each Group but only the ones that match your Project will be populated.   It is not as elegant a one report where you group them on the name of the Group.