Calculations between records and/or forms ?

[Gérald RYCKEBOER]

Hello Brendan, hello all,
User of Bento for years (and although still working, it won’t probably last ? and anyway no more improvements for long).
So I just started on TapForms ? ? ??
After having done some bases patterned on my Bentos ones, I would like to build a budget monitoring and so, would be able to get automatically the balance after each operation (or group of operations): as a simple example, within a form that tracks all the money ins and outs of a single bank account, each record being one single operation (in or out) ; and more tricky, between several forms, each for one bank account.
I think that would need to make calculations between records of the same form, or between forms … so is it possible, and eventually how ?

Sorry if it’s a dummy’s question … ? (and probably I don’t understand enough about the calculation field, but although having struggling with it, I still don’t figure how to manage, and even if possible …

thanks

[Brendan]

Hi Gerald,

I think what you want to do is switch to the multi-column list view (Mac version) and click on the (∑) button to display the Calculation Summary Row. Now, click on the popup button beneath your balance or amount field and select Total. Tap Forms will display the total of all the records for that column.

Now, also click on the little menu button at the top-right of the multi-column list view. It’s the button where you can enable or disable Section Headings. There’s a “Show Group Summaries” function there. Enable that.

What you’ll see when you do that is Tap Forms will display a sub-total within each section of your records. If for example, you wanted to see your budget items grouped by month, you should set the First Sort Field to be your Date field that you use to mark each of your entries. You can of course group by other criteria too. Perhaps you have items grouped by categories, such as Electricity, Gas, Entertainment, Groceries, etc. You could set the Group Records By option to your Category field. Now Tap Forms will display the sub-totals and grand total for each of those categories.

The totals can also be based upon a Calculation field too.

So that’s the only way to get calculations between records. The Calculation field itself generates results based upon other fields within that form. For example, Price * Quantity where Price and Quantity are fields within the same record.

To do Calculations between forms, you would need to add a Link to Form field to your form that connects your form to another form. Then when you add a Calculation field to your parent form, you can reference fields within the Link to Form relationship. You can also display the totals below the table of values for the Link to Form field too in a similar way to the main multi-column list view.

Hope that’s not all too confusing.

Thanks!

Brendan

[Gérald RYCKEBOER]

Hello Brendan,
thanks for your quick answer ?
OK I’ll try there, what needs that I familiarize myself with features that I don’t know. I’ll let know of the results ?
Thanks

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