I have a file that I am importing into a Notes database and that part works fine populating the fields correctly. Now that I’ve created a view to show the summary of data to the end-user they want the summary of the data to be in one document and not have the detail in the view. There are multiple account records for the same account name that contains multiple categories for that account. Can someone provide a little direction how to put these multiple input records into 1 document and I’m only using @Formula. The ultimate goal is basically to create a document that looks like an invoice.
input is:
account name,category,data fields
acct 1, cat 1, data… (about 8 fields of data)
acct 1, cat 1, data…
acct 1, cat 2, data…
acct 2, cat 2, data…
acct 3, cat 2, data…
Or, do I change the input to be:
acct 1, cat 1, data, cat 1, data, cat 1, data, cat 2, data
acct 2, cat 2 data
acct 3, cat 2 data
Like I stated, I basically have what I want in the view but they want it in a single document. Any assistance would be appreciated.
Subject: Need help summarizing data in a form not a view.
Can you use an embedded view to display the summary within the “parent” document while at the same time excluding the “child” documents from the view?
If so, you need not change your import. You just need to add a new hidden view for use in the embedded single category view. If you need any other changes like totals, etc., that can be pulled from the view as well.
Subject: RE: Need help summarizing data in a form not a view.
Thanks for the hint. I was headed down that path once but didn’t go far enough. I’m thinking that I’m getting close to what I need but one other issue is that the view contains the data for the account I want but if I import the next months data into the database then I show 2 months and then 3 months within one invoice. How would you limit this to show only the month desired as the view can only be limited by 1 field. I need to limit by account and by month so each months invoice only shows the summary for that month.
Subject: RE: Need help summarizing data in a form not a view.
You just answered your own question 
Make your category column in the embedded view be something like:
AccountNumber + “~” + @Right(“0” + @Text(@Month(InvoiceDate)); 2)
(sorry - added the 2 in the @Right after posting)