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.
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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.