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| Contents > Working with related tables and files > Summarizing data in portals |
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| Summarizing data in portals |
| You can summarize data that's in a related field displayed in a portal. The portal can contain records from a related table or from the same table, using a relationship defined from and to the current table (a self-join). |
| To summarize data in portals: |
| 1. | Create a calculation field in the table in which you want the summary to be displayed. |
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See Defining calculation fields for more information. |
| 2. | For the calculation field, define a formula that includes an aggregate function for the type of summary calculation you want to perform. |
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For example, if you are in the Invoices table and want to define a calculation to total the related values in the Price field of the LineItems table, use the formula Sum(LineItems::Price) |
| 3. | Place the calculation field on a layout of the table in which it is defined. |
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See Placing and removing fields on a layout for more information. |
| Related topic |
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Creating portals to hold related records |
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| Contents > Working with related tables and files > Summarizing data in portals |
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