Newbie Questions

Re: Sum values in repeating table based on drop down selection

Eric Dumas — Wed, 17 Feb 2016 15:11:28 GMT

Hi,

I tried your solution in vain, can you share the 'updated' version for Infopath 2013 ?

Thanks

Re: Sum values in repeating table based on drop down selection

autodafey — Thu, 25 Jun 2015 20:29:15 GMT

Found it! Thank you!

Re: Sum values in repeating table based on drop down selection

Hilary Stoupa — Thu, 25 Jun 2015 19:24:41 GMT

When you select the field after clicking Insert Field or Group in the formula editor dialog, and select the Count field, in the dialog that lets you pick the Count field there should be a button toward the lower left that says "filter data".

Re: Sum values in repeating table based on drop down selection

autodafey — Thu, 25 Jun 2015 19:04:31 GMT

I saw mention of that in an earlier post. I can't seem to find a filter data button. Here's what my screen looks like.

Re: Sum values in repeating table based on drop down selection

Hilary Stoupa — Thu, 25 Jun 2015 18:51:49 GMT

Do you select Count, then select the Filter data button, then select Section Type, then the Is Equal To option, then type in the text Needs Improvement?

Re: Sum values in repeating table based on drop down selection

autodafey — Thu, 25 Jun 2015 18:44:28 GMT

When I build it myself, I am using the buttons on the fx window to make sure that I am selecting the fields (without the xpath checked). I didn't want to inadvertently type something wrong in the syntax. When I do this without the [] attributes, it seems to work fine, but it doesn't handle the [] very well if I type it out. I'm not sure why. It tells me that the path is wrong. I literally typed it as sum(Count[SectionType != "Needs Improvement"]) / TotalCount and made sure that the fields underlined. That's what caused the error above.

Re: Sum values in repeating table based on drop down selection

Hilary Stoupa — Thu, 25 Jun 2015 17:51:00 GMT

What kind of errors? What are the steps you are taking when you try to build it yourself? What is the full XPath (check the Edit XPath button) of the expression you end up with when you build it yourself?

Re: Sum values in repeating table based on drop down selection

autodafey — Thu, 25 Jun 2015 17:24:13 GMT

It's so weird. Yours works perfectly, but I kept getting errors when I tried to build the formula myself.

Re: Sum values in repeating table based on drop down selection

Hilary Stoupa — Wed, 24 Jun 2015 23:56:54 GMT

So - sum(../my:CategorySummary/my:StudentData/my:Count[../my:SectionType != "Needs Improvement"]) div ../my:TotalCount

would be the sum of the count without Needs Improvement divided by Total Count?

Re: Sum values in repeating table based on drop down selection

autodafey — Wed, 24 Jun 2015 23:40:33 GMT

That works to give me the Needs Improvement. It's great. So, now I need to divide that by TotalCount to get the percentage. Maybe I just don't understand how this naming works.

Re: Sum values in repeating table based on drop down selection

Hilary Stoupa — Wed, 24 Jun 2015 21:09:21 GMT

This is in a default in the TotalPerc field, is that right? This XPath validates for me as a default in TotalPerc (XPath will be different if the formula is used someplace else):

sum(../my:CategorySummary/my:StudentData/my:Count[../my:SectionType != "Needs Improvement"])

Uh, that's a sum of the count field where the section type is not equal to Needs Improvement - I had trouble understanding what you were wanting to sum....

Re: Sum values in repeating table based on drop down selection

autodafey — Wed, 24 Jun 2015 20:06:30 GMT

I'm trying to do the same kind of thing and I tried the code exactly as you posted it here. Downloaded your example and I still get an error that the selection field is not recognized. What I want to do is sum only those values that are "Outstanding", "Good", and "Fair" excluding those that are poor to calculate a percentage score in the middle repeating table and place it in the footer next to the total. Basically, the score is a percentage of each of those three only divided by the total number. Since "Needs Improvement" is the only one that I don't want, I planned to use 1-((sum(Count[SectionType="Needs Improvement"])/TotalCount) But, even when I just isolate the formula to sum(Count[SectionType="Needs Improvement"]) Just to see if it will sum the selection only, I can't seem to get it to work. It keeps saying ../my:CategorySummary/my:StudentData/my:CategorySummary/my:StudentData/my:SectionType" does not point to a valid location path of a field or group. Even when I select each field and each function from the button, rather than typing it manually.

Re: Sum values in repeating table based on drop down selection

gdgonzal — Tue, 02 Mar 2010 19:30:23 GMT

Thanks Jimmy...I was wondering if you could help me with this. I have a filter being applied using a date range (see link below) and I want to sum a total within the context of the defined date range parameter. Any idea how to incoporate this in to what I already have below?

http://enterprise-solutions.ikreate.nl/infopath2003/filter-repeating-table-date-range-rules.htm

Re: Sum values in repeating table based on drop down selection

Jimmy — Tue, 02 Mar 2010 17:24:27 GMT

Here's the same form, saved as an InfoPath 2003 form.

Re: Sum values in repeating table based on drop down selection

gdgonzal — Tue, 02 Mar 2010 17:17:55 GMT

Can you provide an example of this for InforPath 2003? I cannot open the attachment you originally provided, thank you.