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whoisquilty
 
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Default Categorizing by month - 01-04-2007 , 10:32 AM






I'm trying to create a system to generate monthly reports. I want to
keep multiple months in the same "jobs" table but able to filter them
by month. However, I want to be able to find a month in a list, and
view all jobs done in a month in a portal.

Hopefully, this is clear. It's an instance of knowing what I want and
not having any idea how to get there.

What I've done is to create a separate table for "months". But I can't
figure out how to view a certain month's jobs in a portal or show only
a certain month's jobs in the "jobs" table.

Any help would be appreciated.

Jeremy


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Ursus
 
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Default Re: Categorizing by month - 01-04-2007 , 03:42 PM






Untested, but should get you on the way. Presumed FMP 8.5

You have a main table
You have a date field? Then you can calculate its month.
cMonth [Number] <month(DateField)> or if you want to work with names
cMonth [Text] <MonthName(Datefield)>
Create a global gMonthRel as number for version 1 or text for version 2.
relate gMonthRel to cMonth call it MonthSearch
Create a layout from the main table
Put gMontgRel at the top
Create a portal from MonthSearch
Put the fields you need in the portal

Whenever you put a number (version 1) or a mont name (version 2) in the
global and tab out of the field, the portal should dislay the info you need
grouped by the month you searched.

Ursus

"whoisquilty" <whoisquilty (AT) gmail (DOT) com> schreef in bericht
news:1167928330.482238.237350 (AT) 42g2000cwt (DOT) googlegroups.com...
Quote:
I'm trying to create a system to generate monthly reports. I want to
keep multiple months in the same "jobs" table but able to filter them
by month. However, I want to be able to find a month in a list, and
view all jobs done in a month in a portal.

Hopefully, this is clear. It's an instance of knowing what I want and
not having any idea how to get there.

What I've done is to create a separate table for "months". But I can't
figure out how to view a certain month's jobs in a portal or show only
a certain month's jobs in the "jobs" table.

Any help would be appreciated.

Jeremy




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jc@agncs.com
 
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Default Re: Categorizing by month - 01-05-2007 , 08:27 AM




Ursus wrote:
Quote:
Untested, but should get you on the way. Presumed FMP 8.5

You have a main table
You have a date field? Then you can calculate its month.
cMonth [Number] <month(DateField)> or if you want to work with names
cMonth [Text] <MonthName(Datefield)
Create a global gMonthRel as number for version 1 or text for version 2.
relate gMonthRel to cMonth call it MonthSearch
Create a layout from the main table
Put gMontgRel at the top
Create a portal from MonthSearch
Put the fields you need in the portal

Whenever you put a number (version 1) or a mont name (version 2) in the
global and tab out of the field, the portal should dislay the info you need
grouped by the month you searched.

Ursus

You might want to build a calc to include the "Year" value as well. So
it will pull up March 2006

jc
Quote:
"whoisquilty" <whoisquilty (AT) gmail (DOT) com> schreef in bericht
news:1167928330.482238.237350 (AT) 42g2000cwt (DOT) googlegroups.com...
I'm trying to create a system to generate monthly reports. I want to
keep multiple months in the same "jobs" table but able to filter them
by month. However, I want to be able to find a month in a list, and
view all jobs done in a month in a portal.

Hopefully, this is clear. It's an instance of knowing what I want and
not having any idea how to get there.

What I've done is to create a separate table for "months". But I can't
figure out how to view a certain month's jobs in a portal or show only
a certain month's jobs in the "jobs" table.

Any help would be appreciated.

Jeremy



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