I’m having problems getting a view to work the way I need it to and am hoping for some advice.
Here are the requirements:
We have clients. These clients have investments that have monetary balances. These clients are also associated with consultants, who manager their accounts.
So there are two forms, clients and investments. Consultant is a dropdown on the client form but is not on the investment form.
I need to build a view categorized by consultant that totals all of the client investments. The data is being sucked in from SQL and I don’t want to write the consultant info to each investment document.
Does anyone have any suggestions for me on how to accomplish this?
Thanks,
Mike
Subject: Need help designing a view
Never mind. I decided to just associate the consultant data with the individual investments.
Subject: Need help designing a view
If the investments are responses to the clients, then you can categorise by consultant and show documents in a response hierachy to group the investments with the clients
Subject: Need help designing a view
Create a view that brings in both client and investment forms. I guess you’ll categorize on client to get them together. You can then hide that column. In the next column show the consultant name, which should be empty for the investment docs. In the next column, show the amounts you want to sum, and add totals to that column. That’s a suggestion on how to start. The totals should show up at the category level.