Structure Advice

[aam82]

I have two kinds of Budget items.

table 1: Budget

child table 1: Services

child table 2: Check Requests

 

When I report on Budget items, I want to see Services and Check Requests on separate rows in the same View, like this:

 

budget#  -  service#  -  checkrequest#  -  amount

 

22  -  15  -  NULL  -  $50

22  -  NULL  -  7  -  $50

 

Budget1 Total=$100

 

Should I combine child tables 1 and 2? Or is there a way to join them to Budgets so that they can appear on separate rows, as in above?

[aam82]

I realized I left out an important point: my 2 kinds of budget items are pretty different. several fields that pertain to one, don't pertain to the other, and I left those out of my example. But in the end, I want each one to have a line on the Budget report.

[Jan]

Hello aam82,

 

Could you unite fields of "Services" and "Check Requests" in one table? It seems, it is the easiest way.

You can use the same DataSource for "Services" and "Check Requests" Submission Forms, but use only "its" fields.

[aam82]

thanks Jan. I think you're right, as always!

 

I will use two separate forms on the same table.

 

I'll add a field: type, and autovalue it either service or check request

 

Then I can report on them at the same level, but also filter them out.

[Aether]

You can also call the other values using the connected ID(foreign key) and you can get the overall total using a calculated field or/and Totals and Aggregation.

Check this documentation for further details:

https://howto.caspio.com/datapages/reports/advanced-reporting/calculations-in-forms-and-reports/

https://howto.caspio.com/datapages/reports/advanced-reporting/totals-and-aggregations/