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  #1  
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joshainglis@gmail.com
 
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Default Year to Date - 11-21-2006 , 01:00 AM






Hi Guys,
I'm new to Filemaker
I'm attempting to make a script to tell me how much a client has spent
this year to date.
I have 3 Linked tables

Customer table

Estimates table

Job Table

My Layout Shows the customer's details, every estimate (quote) we have
done for them as well as the actual jobs we won.
What I would also like to do is have a field that calculates how much
the client has spent with us this year

However, I don't know how to narrow the criteria of a calculation
beyond sharing a single common attribute (in this case it is the
customer name). What I would like to be able to do is add the Prices up
in the Job table where Year ( Get ( CurrentDate ) ) = Year (
Job::JobDate ) and the Customer Name is also the same.

Could anyone please help?

Thanks

Josha


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  #2  
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Christoph Kaufmann
 
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Default Re: Year to Date - 11-21-2006 , 01:19 PM






joshainglis wrote:

Quote:
Customer table
Job Table

I don't know how to narrow the criteria of a calculation
beyond sharing a single common attribute (in this case it is the
customer name). What I would like to be able to do is add the Prices up
in the Job table where Year ( Get ( CurrentDate ) ) = Year (
Job::JobDate ) and the Customer Name is also the same.
In Filemaker 7 and later, you can draw two lines between the tables. So
you can link both the Customer ID and the Year.

In Filemaker 3-6 and earlier, you need calc fields that combine customer
ID and year and use those for the relation.

--
http://clk.ch


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  #3  
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joshainglis@gmail.com
 
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Default Re: Year to Date - 11-21-2006 , 09:52 PM




Christoph Kaufmann wrote:
Quote:
In Filemaker 7 and later, you can draw two lines between the tables. So
you can link both the Customer ID and the Year.

In Filemaker 3-6 and earlier, you need calc fields that combine customer
ID and year and use those for the relation.
Thank you for your reply.
My problem is that I need to do a calculation with all the clients jobs
to get a total amount of money they have spent with us and do another
calculation for how much they have spent in a given year and also one
to calculate how much they have spent on a given month.

Here is a screenshot of my Layout and one of my Linked Tables

<image href=http://homepage.mac.com/joshainglis/db.gif width=1680
height=968>

<image href=http://homepage.mac.com/joshainglis/db2.gif width=1060
height=633>

Any Further help would be much appreciated. Thanks

I'm Using Filemaker Pro 8.5



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  #4  
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Christoph Kaufmann
 
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Default Re: Year to Date - 11-22-2006 , 02:51 AM



joshainglis (AT) gmail (DOT) com <joshainglis (AT) gmail (DOT) com> wrote:

Quote:
I need to do a calculation with all the clients jobs
to get a total amount of money they have spent with us and do another
calculation for how much they have spent in a given year and also one
to calculate how much they have spent on a given month.
snip
I'm Using Filemaker Pro 8.5
I don't know if that's the most elegant way to accomplish this, but
here's what I'd try: Put the estimates table three times on the relation
tableau (or whatever that's called). Use one table occurrence for the
total, one for the current year, one for the current month.

I'm afraid you will can use only one of these three relations in one
portal.
--
http://clk.ch


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