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Calculated field for subgroups of filtered records.

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    #1

    Calculated field for subgroups of filtered records.

    I've hunted until I'm tired.
    I'm trying to get a calculated field total for a specific group of filtered records on a Form. I haven't mastered the calculated field concept of groupings, clearly, and unable to get my mind around how to construct this, if it is even possible. If expression? Case expression? Another added grp-> in the current calculated field?

    I have a 'Sales" table that holds the sales of stocks. There is a field 'Sale_gain' that holds the value for the gain that I am wishing totalled. The sales_gain is a hard number, numeric type field and not a calculated field. The calculation is made in the function that writes to the Sales table. I have a field named 'sale_type' that has values of 'short term', 'long term' and 'tax-exempt'. I would like to make three calculated fields, one for each of the sales type, that totals the sale_gain value for each sales_type in the current records in focus. I filter the records based on year and/or account and have those records show in an embedded browse. I have a calculated field which totals the sale_gain for all the filtered records in focus. That calculated field is this:
    Code:
    cfSum_Gains = total(Sale_Gain,grp->Grand)
    What I would like is to also have calculated fields which shows me the totals for each of the sub groups of short term, long term and tax-exempt. How do I subgroup on those records within the currently filtered records?

    I'm sure I can generate the value into a session variable using tablesum within the UDF that I have filtering the table, but I would rather the values exist "ambiently" through a calculated field.
    Mike W
    __________________________
    "I rebel in at least small things to express to the world that I have not completely surrendered"
    Tags: None
    #2
    Re: Calculated field for subgroups of filtered records.

    Create indexes one for each of these groups and use dbsum()

    Comment

      #3
      Re: Calculated field for subgroups of filtered records.

      or try:
      cfSum_Gains = total(IF (sale_type="short term", Sale_Gain, 0))

      Comment

        #4
        Re: Calculated field for subgroups of filtered records.

        Mike,
        This is what I use for filtered records on in a report.
        total(Calc->Totalpoamt,Grp->Grand)

        Jim

        Comment

          #5
          Re: Calculated field for subgroups of filtered records.

          I agree with G. I think this is one of those times when Total() will not work consistently on a form.

          If you had groupings on your form then possibly adding an additional argument would work---the Total() function does not take a standard filter.

          Use dbsum() with a filtered index and it will work.
          Mike
          __________________________________________
          It is only when we forget all our learning that we begin to know.
          It's not what you look at that matters, it's what you see.
          Henry David Thoreau
          __________________________________________



          Comment

            #6
            Re: Calculated field for subgroups of filtered records.

            I have it in my mind that filtered indexes are a problem. I can't pinpoint from where that originated but I'm thinking this was present as a "stay away from" thing because of corruption and inconsitencies. Thanks...I'll search and read. And Mike... you need to get to bed at a decent hour! ;)
            Mike W
            __________________________
            "I rebel in at least small things to express to the world that I have not completely surrendered"

            Comment

              #7
              Re: Calculated field for subgroups of filtered records.

              Morning Mike!

              I have read the same thing regarding the case that when index corruption occurs, it usually involves one or more filtered indexes....but there have been times where speed of processing has made it worth the (minor) risk of doing so.

              If speed is not an issue here Mike, use Tablesum() instead....


              get to bed at a decent hour
              I have to admit I no longer have a clue as to what hour that may be now! :)
              Mike
              __________________________________________
              It is only when we forget all our learning that we begin to know.
              It's not what you look at that matters, it's what you see.
              Henry David Thoreau
              __________________________________________



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