Newbie Questions

Re: How to sum on a repeating table in another view based on category.

Hilary Stoupa — Fri, 21 Feb 2014 16:52:31 GMT

Just wanted to update this thread - we got this squared away - just needed to add the conditional formatting to the table row to hide the preceding-sibling if the they were the same category, and set the formula for the summary of expenses to use the absolute XPath to the cost.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Fri, 21 Feb 2014 01:42:21 GMT

I couldn't finish my print screens, so I'll send them to you for review.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Fri, 21 Feb 2014 01:41:03 GMT

Here is the second rule on my summary table:

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Fri, 21 Feb 2014 01:40:20 GMT

Here is the first rule on my repeating summary table:

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Fri, 21 Feb 2014 01:13:57 GMT

Here is the formula from the example form that attached above.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Fri, 21 Feb 2014 01:11:18 GMT

I'm attaching some details on my formulas, this shot is what I have in my form for the Summary field in my Expense Group.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Thu, 20 Feb 2014 17:41:58 GMT

Hi everyone,

I've been racking my brain to try to get the example to work in my form. I thought that maybe a screen shot may help.

I've got every formula, every rule, all formatting accounted for, but It's not doing what I want it to. The screen shot you see is actually my attempt of creating the first summary table with only the two fields and then creating another summary table off the first summary table to better mimic the example.

Any help would be greatly appreciated.

Thank you.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Tue, 18 Feb 2014 19:10:21 GMT

Here is the second screen shot. The Expense Summary Group is a test group.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Tue, 18 Feb 2014 19:08:32 GMT

I just realized that you may want to see all of them.

So here is screen shot #1

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Tue, 18 Feb 2014 18:17:20 GMT

Here is the example I found that is what I want to accomplish on a different view.

You'll see that there is a detail repeating table then a Summary table. The Summary table is what I need on a different view for another department to process from.

Thanks so much.

Re: How to sum on a repeating table in another view based on category.

MittyMuffikins — Tue, 18 Feb 2014 18:15:06 GMT

Hi Jimmy,

I'm attaching a couple of things, one is the screen shot you requested and the second is an example that I found while researching that I cannot seem to recreate and I don't understand why.

Here is the screen shot.

Re: How to sum on a repeating table in another view based on category.

Jimmy — Tue, 18 Feb 2014 05:05:25 GMT

Could you attach a screenshot of your main data source's structure (from the Fields pane)?

How to sum on a repeating table in another view based on category.

MittyMuffikins — Mon, 17 Feb 2014 20:57:09 GMT

Hi everyone. This is my first post so I apologize if this has been asked before.

I am really having a tough time with trying to get as sum cost based on a category.

Below is an example of the categories I have, the field name is ExpenseCategory in a repeating table. Value is the first field and the second is the display name

01 - Mileage -- Meals

01 - Mileage -- Lodging

02 - Dues -- Fees or Dues (Non License)

03 - etc ...

Then I have an ExpenseCost that goes with each entry.

What I'd like to do is provide a summary view that shows the following:

01 - Mileage Total sum of 01 - Mileage

02 - Dues Total sum of 02 - Dues

03 - etc ...

I do not know how to do this. I did some reading and there were some examples with various ways to accomplish it but each example errors when I changed it to my field names, etc.

I would really appreciate any help.

Thanks so much.