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  1. #1
    Join Date
    Oct 2003
    Posts
    3

    Unanswered: Complex summaries

    I am trying to do complex summaries in a database that tracks donors. I have two tables, one that is the donor table and one that is the donations table. The donations table is keyed per transaction and the donor table is keyed on a unique contact ID. I want to put a summary field in my main layout that tells the user what this contact's total contribution in a particular donation class (another field in the donations table) is. for example how much money has this contact contributed in the membership class? also I would like to do eyar to date totals. I can do lifetime totals
    (=Sum(Donation:Amount)) but not year to date. can filemaker do this?

  2. #2
    Join Date
    May 2003
    Posts
    10

    Re: Complex summaries

    Create a "standard referance field" calc to "1" called 'SRF'
    (a good idea to have in all you databases)

    now

    create a calculation field for each donation class in Donations.

    "Class 1 Calc"
    'If (class = "class 1", contact ID, "")'

    on the Donor table put a

    relationship 'contact ID' to 'Class 1 Calc' called 'Class 1 Rel' for this example.

    now create a calculation
    Class1Totals
    Sum (Class 1 Rel:RF)

    this will add up all the related record types...

    (pritty cool huh?)

    year to date uses the same method

    different calc in donations
    'Y2D'
    'If (Year(record date) = Year(Status (CurrentDate)) , contact ID, "")'

    relation in donor 'contact ID' to 'Y2D' called 'Y2D Rel' for this example.

    then the cal sum field
    'Y2D Totals'
    Sum (Y2D Rel:RF)

    hope this helps..
    any questions email me systectogo@yahoo.com

    Originally posted by johnguttridge
    I am trying to do complex summaries in a database that tracks donors. I have two tables, one that is the donor table and one that is the donations table. The donations table is keyed per transaction and the donor table is keyed on a unique contact ID.

    I want to put a summary field in my main layout that tells the user what this contact's total contribution in a particular donation class (another field in the donations table) is.

    for example how much money has this contact contributed in the membership class? also I would like to do eyar to date totals. I can do lifetime totals
    (=Sum(Donation:Amount)) but not year to date. can filemaker do this?

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