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This period and Year to Date report

 
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Kathy McClure

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Since: Feb 14, 2010
Posts: 2



(Msg. 1) Posted: Sun Feb 14, 2010 7:10 am
Post subject: This period and Year to Date report
Archived from groups: comp>databases>filemaker (more info?)

Hi am rather new to FM, using version 8.5 and have created a database
to track conflict resolution issues for a university. The two reports
I need are very easy subsummary reports. One by total service requests
such as Consultation, Mediation, etc. and the other by Total
Participants such as Faculty, Staff, Graduate Students. I don't need
any details just total numbers. I can get either a period (month, six
months) by doing a simple find of dates or a Year to Date by changing
the date range, but I don't know who to get both of these times frames
to show up on the same report with their corresponding totals.
Example: 1st Column Faculty 2nd Column This Period (24) 3rd Column
Year to Date (4Cool In this particular instance "This Period" is a six
month period but it could be a month.

Thanks for any help you can provide.

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Christoph Kaufmann

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Since: Jun 21, 2008
Posts: 20



(Msg. 2) Posted: Sun Feb 14, 2010 11:26 am
Post subject: Re: This period and Year to Date report [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)

Kathy McClure wrote:

> I can get either a period (month, six
> months) by doing a simple find of dates or a Year to Date by changing
> the date range, but I don't know who to get both of these times frames
> to show up on the same report with their corresponding totals.
> Example: 1st Column Faculty 2nd Column This Period (24) 3rd Column
> Year to Date (4Cool In this particular instance "This Period" is a six
> month period but it could be a month.

Before we start anything complicated: In addition to the subsummary
parts that show the period, you can add a trailing grand summary that
totals all the records. You will have the year to date there if the
records of that year are in the found set.

--
http://clk.ch

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Kathy McClure

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Since: Feb 14, 2010
Posts: 2



(Msg. 3) Posted: Mon Feb 15, 2010 7:38 am
Post subject: Re: This period and Year to Date report [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)

On Feb 14, 8:12 am, c....RemoveThis@tele2.ch (Christoph Kaufmann) wrote:
> Kathy McClure wrote:
> > I can get either a period (month, six
> > months) by doing a simple find of dates or a Year to Date by changing
> > the date range, but I don't know who to get both of these times frames
> > to show up on the same report with their corresponding totals.
> > Example: 1st Column Faculty  2nd Column This Period (24) 3rd Column
> > Year to Date (4Cool In this particular instance "This Period" is a six
> > month period but it could be a month.
>
> Before we start anything complicated: In addition to the subsummary
> parts that show the period, you can add a trailing grand summary that
> totals all the records. You will have the year to date there if the
> records of that year are in the found set.
>
> --http://clk.ch

Hello, Thanks for your suggestion. I already have a grand summary,
which adds up all the subsummary totals. What I need is to have a
column that shows a total of each subsummary part, such as Faculty,
Students, for a certain period of time, such as month and another
column that shows Year to Date - which of course can be achieved by
doing a find for the date range for the year. My problem is how to
extract just a monthly total when I am doing a find for the year to
date and have it display on the same report. I am thinking of using
some sort of calc field and scripts.

Thanks

Kathy
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Christoph Kaufmann

External


Since: Jun 21, 2008
Posts: 20



(Msg. 4) Posted: Mon Feb 15, 2010 1:25 pm
Post subject: Re: This period and Year to Date report [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)

Kathy McClure wrote:

> What I need is to have a
> column that shows a total of each subsummary part, such as Faculty,
> Students, for a certain period of time, such as month and another
> column that shows Year to Date - which of course can be achieved by
> doing a find for the date range for the year. My problem is how to
> extract just a monthly total when I am doing a find for the year to
> date and have it display on the same report. I am thinking of using
> some sort of calc field and scripts.

Try calc field and relation. Haven't tested, but I'd try creating a calc
field that calculates the year to date sum in each record. In order to
get that, you need to relate your table to another occurence of the same
table.

This relation is based on year = year (you may need to create a stored
cald field that extracts the year out of the date), AND date >= date (or
<=, depending on where you have the occurence.

The calculation sum ( yeartodate::numberfield) should get you the year
to date sum for every record. No need to show that in the report. Create
a summary field that takes the maximum (not the sum!) of those calc
fields, and you should get the highest year-to-date number of a any
given period.

Good night, and good luck.

--
http://clk.ch
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