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Question

How to find the difference between column totals from two different tables/reports

  • August 15, 2017
  • 0 replies
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I have 3 tables.

Table 1 is Customers
Table 2 is Deposits
Table 3 is Deductions

Relationship 1 is Customers have Many Deposits
Relationship 2 is Customers have Many Deductions

At the bottom of the related deposit report and deduction report displayed on the Customer record I can see each reports total value.

I would like to create a Numeric Formula field on Customers table that will equal the difference between the total Deposits and the total Deductions. I am struggling to find the values to create this formula.
      This topic has been closed for replies.

      no problem,

      If you edit the relationship between Customers and Deposits, there will be a button to make a summary field, so make a summary of the Total Deposits.

      Ditto for the Deductions table.,

      Now you have two clean fields on your customer record and make a new formula numeric field to calculate the difference.
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