My firs topic wasn't resolved, so will try to provide more info about my Tables and Relationships:
'Budgets' has many 'Budget lines' (connected thru 'Estimate' field)
'Estimates' has many 'Budgets' (connected thru 'Estimate' field)
'Estimate Lines' has 'Estimate ID' and could be connected to the 'Budgets Table',
but
'PO Lines' does not has 'Estimate ID'
'Categories' has many 'Estimate Lines' and 'PO lines' (to assign the category)
so, I would like to have Summary and Chart report that will include data from 'Estimate Lines' and 'PO Lines' tables.
'Estimate Lines' and 'PO Lines' tables synced to the QuickBooks
will appreciate any help...
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Andrew S
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Question
FULL JOIN 2
This topic has been closed for replies.
+14Not sure about your particular scenario, but in the past when I was summarizing data from two tables, I would do it in the following way.
1. Come up with a field to summarize on. For example, in my use case I had Payments and Receivables, each with a specific date. I wanted to summarize using the date field so, that is what i mean by come up with a field to summarize on.
2. Using my example, I wanted to summarize by month. So I created a new table, but changed the key field to one called MonthYear. Then I manually created a bunch of records (012021,022021,032021...etc one for every possible month/year for the next decade or so.)
3. On both child tables, created a formula field that extracted the month and year from the date I was interested in.
4. Create a relationship, MonthYear Table has many Estimate Lines. Month Year Table has many PO Lines. Your related field you specifically choose your month/year formula in the child table. Now you can create summary fields on the parent to look at the data from both tables.
Not sure if this is what you were getting at though. If it is, you can use anything to summarize. Maybe your child table has salespeople assigned to each record. Your parent key would be everyone sales persons name, and you would relate to the name on the child.
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Mike Tamoush
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1. Come up with a field to summarize on. For example, in my use case I had Payments and Receivables, each with a specific date. I wanted to summarize using the date field so, that is what i mean by come up with a field to summarize on.
2. Using my example, I wanted to summarize by month. So I created a new table, but changed the key field to one called MonthYear. Then I manually created a bunch of records (012021,022021,032021...etc one for every possible month/year for the next decade or so.)
3. On both child tables, created a formula field that extracted the month and year from the date I was interested in.
4. Create a relationship, MonthYear Table has many Estimate Lines. Month Year Table has many PO Lines. Your related field you specifically choose your month/year formula in the child table. Now you can create summary fields on the parent to look at the data from both tables.
Not sure if this is what you were getting at though. If it is, you can use anything to summarize. Maybe your child table has salespeople assigned to each record. Your parent key would be everyone sales persons name, and you would relate to the name on the child.
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Mike Tamoush
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