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Integrating data from two tables

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  • Integrating data from two tables

    When I set my system up some eight years ago, I chose to have one table for the invoices I raised to my customers and another table for monies I subsequently received from those customers. I then added an 'account balance' field in another table which was adjusted according to simple posting rules of add and subtract - see my layout below.

    This all works fine, but with one drawback. I am not able to produce an account statement showing incoming and outgoing transactions in date order - rather like a simple bank statement - as my data is in two different tables.

    Should I have just used one table when I set out, or is there a way that I can post each transaction to a new table where a new record will be raised each time, as opposed to a simple add/subtract rule? Or have I gone about it in totally the wrong way....

  • #2
    Re: Integrating data from two tables

    Sets are designed to link tables for situations such as you describe and subreports on reports allow one to put data from tow related tables side by side horizontally or vertically.
    There can be only one.


    • #3
      Re: Integrating data from two tables

      Ooops! Thanks Stan. I use numerous numbers of sets already, but hadn't realised that I could show records from two tables in a report vertically. I shall explore that straight away.

      I am assuming that by 'vertically' you do mean records from alternating tables - in date order for example - as opposed to a group of records from one table followed by a group of records from the other table.


      • #4
        Re: Integrating data from two tables

        No, you can't mix data from two tables in a sub report. You can have charges and credits in separate subreports if you like.

        If you want strictly chronological order of the transactions you can create a new table with the necessary fields, build the report on this table, append the desired records to it, run the report, zap the table after each use.
        There can be only one.


        • #5
          Re: Integrating data from two tables

          you may be able to by using sets, i do not know that yet. but normally you should have only one table called transactions where the money is either credit or debit depending on whether it is invoice or payment on a customer ledger.
          currently you have two tables one for credit, one for debit, you may be able to create a single table export all the data from the invoice table mapping the amount to credit and the payments table to the same transaction table mapping the amount to the debit column. then you create report based not the transaction table in customer order then date order it should look like banking statement i am sure.

          edit:just noticed stan answered the same way i did. sorry.
          thanks for reading


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          • #6
            Re: Integrating data from two tables

            Many thanks for the response Stan and Gandi.

            I have 'appended' before but as a manual process only. Is there a process where I can append the relevant records 'automatically' into the new table each time I click a button on the relevant record in my desktop and thereby produce my statement? (I shall study the append command right away).


            • #7
              Re: Integrating data from two tables

              After a quick glance I note I can save my append request as an 'OPERATION' to re-use at a later date. I shall explore this further. In the meantime, many thanks for the guidance.


              • #8
                Re: Integrating data from two tables

                can you not save two tables in xbasic, at the same time?
                say for example save invoice table if successful save a new record to the transaction table for credit and the same with payments?
                thanks for reading


                version 11 3381 - 4096
                mysql backend
                1 914 924 5171