Need help adding field values.
Hello All. I'm trying to add revenue values (Field=Billed Amount ) to determine a Year-To-Date value. So I need to add all fields in the column related to this year.
Forum Discussion
Go into the properties for the field Billed Amount. In the section Numeric Field Options/Totals and Averages, check the totals box.
You can set your report to group by year on Billed Amount. There will be a total for Billed Amount at the end of each year's group in the report.
hope this helps.
- Hi Chris. Thanks so much for your reply. I've done the above & see the total, but I need that total to appear in a field so I can reference/access it elsewhere.
Hi Bill,
Most of the solutions I use are out of the box Quick Base. So, I'll provide a Quick Base solution that does not involve scripting.
For the table where [Billed Amount] resides, you will create a parent table that will summarize the total of [Billed Amount].
- Create a parent table to the table that contains [Billed Amount].
Go to the relationship interface where you see the parent on the left and its child on the right.
On the parent side create a summary field that summarizes the total or sum of [Billed Amount].
You can now pass this summary value back to the child table as a lookup field. It will appear in every child record of course so you may want to add comments to that field so you'll know what it's for, for future reference.
Let us know if you run into any difficulties.
- Thank you again for your help. I'm starting to pull my hair out...
I've done (I believe) as you instructed - I see the field in the appropriate table but there is no data in it. Relationship screen cap attached. - Not sure if this is an issue, but above you'll notice that the "related record" type is Numeric, but the field needed is Currency. I've tried re-creating this to change it but have not been successful.
Appreciate the help!
