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Question

Self Join Relationship puts Summary Field on Detail, not Master

  • August 31, 2017
  • 0 replies
  • 63 views

Hi,

I have a Budget Entries table where each record represents one year. I've joined this table to itself because I need to capture the prior year's gross budget impact (year N needs to know the impact of N-1). 

When I try to add a summary field to the master Budget Entry in the relationship, a field named Prior Year Budget Gross, it gets added, instead, to the detail.

The effect of this is that my "Prior Year Budget Gross" is behaving as a "Next Year Budget Gross" instead, but if I add the "Budget Entries" default report to a Budget Entry, it appropriately shows its prior year.

Has anyone run into this before? Is it expected behavior that I just wasn't expecting? Is there another way to solve this problem?

Thanks in advance for any assistance.

Dave
    This topic has been closed for replies.

    • MCFNeil
    • Quickbase Alumni
    • August 31, 2017
    The way it displays in the relationship is an error, but it still calculates properly.  Because its still a summary of any child records.

    I was worried when I saw in on the details table too, but pay no bother.
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