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Product Question

    • Can I create a Childsum field that filters what...
      Product Question posted Oct 05 by Kevin J
      109 Views, 1 Comment
      Question:
      Can I create a Childsum field that filters what records it sums from?
      Answer:

      I have a database with deals in it, including the information on the salesperson, the date of the deal, and the amount of gross.  The salesperson name is a link to a parent record.  In the parent record for the salesperson, can I create a childsum field that gives me the total gross of deals within a certain time frame, based on the date of the deal in the deals database?  

    Comments

    • To get this information you would have to use a calculated field in the child (deals) database and then sum this calculated field.  For Example; if you wanted the total gross from all deals in a October you would use the following formula:

      if(and(datedif(Date of Deal, "2009-10-31") <= 30,datedif(Date of Deal, "2009-10-31") >= 0), Amount of Gross, 0)

      This would then only insert the Amount of Gross if the Date of Deal is in October and then you can use the childsum() formula in your Salesperson database to get the total gross of deals in October.