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Found 3 results

  1. I want to create a view that will give me unique values for an activity with an entity, while the table stores activity, entity and sometimes multiple contact persons per entity. I want a chart and a report that shows the number of activities with each entity (and do not want those entities with multiple contact persons to count / shown multiple times). Is there a way to create so-called Group By views, or is there a way to structure a report in such way that The multiple contacts are not shown?
  2. I have two tables - accounts and invoices. I want to create a tabular report where each record contains the sum of AccountBalance by AccountType and uses calculated fields to return data from the invoice table. How do I create a tabular report that is first grouped by AccountType so that I can eliminate multiple rows and provide a higher level report? Can this be accomplished with a view of Accounts? ACCOUNTS Account# AccountType AccountBalance 1 1 50 2 1 50 3 2 75 INVOICES Invoice# Account# InvoiceTotal 1 1 10 2 2 20 3 3 10 Desired Report ------------ AccountType AccountBalance Invoice RemainingBalance 1 100 30 70 2 75 10 65 Instead of --------- AccountType AccountBalance Invoice RemainingBalance 1 50 30 20 1 50 30 20 2 75 10 65
  3. Hello, I'm using a tabular search and report for an invoicing application where I need to show aggregations of the RateAmount grouping by the RecIDL at the bottom of the RateAmount column. I want to pass the aggregated calculated field total to the invoice using an href link to my details page. Currently the link to the details page is showing an invoice for each RecIDL. I need the RecIDL to group on the tabular search and report with the aggregated total for each RecIDL. Here are the specifics: The Table name is 'Invoicing'. I have columns for 'RecIDL' and 'RateAmount'. For example: Table Name: Invoicing (Columns): RecIDL RateAmount (Vaules): L1 $100.00 L1 $100.00 L2 $150.00 L3 $175.00 I can aggregate totals and group by the RecIDL using the aggregate caspio field; however I need this information to pass to the actual invoice so a calculated field is required. I'd like to select the 'RecID column' and sum the 'RateAmount' and then group by the 'RecID.' I've tried the following select statements. SELECT RecIDL, SUM(IsNull(RateAmount,0)) FROM Invoicing_Loads GROUP BY RecIDL (*Expression Error Msg: Only one expression can be specified in the select list when the subquery is not introduced with EXISTS. ) SELECT RecIDL, SUM (RateAmount) FROM Invoicing GROUP BY RecIDL; (*Valid Formula per Caspio verify: When html page is opened "error in formula" message received; unable to view webpage) SELECT SUM(RateAmount) FROM Invoicing_Loads WHERE RecIDL = target.[@field:RecIDL] Group by RecIDL (*Statement is grouping the RateAmount for each RecIDL. The amount is appearing numerous times on the report; the total is correct.) This is what is showing: (The total should be $200.00 for L1) (Columns): RecIDL RateAmount (Vaules): L1 $200.00 L1 $200.00 L2 $150.00 L3 $175.00 This is what I need to see: Total Aggregations for each RecIDL; preferably at the bottom of each RecIDL group. (Columns): RecIDL RateAmount (Total L1): L1 $200.00 (Total L2) L2 $150.00 (Total L3) L3 $175.00 I'm not a strong sql user so I'm not certain what the "expression" error is speaking to. Based on the knowledge that I do have I believe it should work. I have searched the forums but could not locate any information specific to my need. I'd be grateful for any assistance provided. As always, Thank you! Bre
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