Hi Dustyn

Just to clarify, in the collection there could be multiple lines for Budget Code 303, 305 and 312 as an example.

The table below would be a subtotal for each of the Individual codes, correct?

Do the Budget Codes exist in a DB Table?
Fyi, if they did you could use a type ahead field as a drop down in a single line field as opposed to the long drop down menu where you may have a lot of scrolling.

Also, I think I could easily solve your problem using the DB table, a formula and a Field Rule. Otherwise I can see needing to use JS to pull the unique info from the Colllection.

Here is how I would do something like this

You can do this with your dropdown if you want, I just like the functionality of the Type ahead with long Drop downs. The example below uses a Single Line field filled by a lookup

Here is the SQL table I created as an example

My Form Layout looks like this, same as you, Collection on the top, Table on the bottom

Field Rules (You will get a Yellow warning with this as it's hiding a field used in the Logic. There is a way to get around this by adding another field but it will work as you hope as is.

Lookups. The Lookups are used to Fill the Budget Code field with all of the Codes from the DB, and as well as the Totals Table. When the Budget Code is entered in the top form, it will populate the Full Code.

I'm not sure if that is the way you wanted it but it made sense to me

For Calculations I have the following in the Totals Field in the Total Table

=SUMIF(Budget.FullCode,INDEX(Totals.BudgetCode,ROW()),Budget.Disbursement)

In short, SUM the Disbursement field when the Budget FUllCode matches the code in the Budget Code in the Totals Table Row

Oh man, you are a life saver, this seems WAY easier. I will give it a shot Monday when i am back at the office! Thank you so much!

Little video of it in action

So I created my on DB for now just to play around with it. I stuck with the single line as I agree it looks nicer and not as jarring. 

I got most of it down, just the totals sum isn't working. It's also PRETTY laggy and not as smooth as yours, but that might be the sum field messing up some how. 

I went ahead and just created a new form to play with it and modeled it after your example. Only difference I can see is my collection variables have a collection. in front of their name.

Here's what my sumif statement is. Which if I understand it correctly (explaining helps me learn)

=SUMIF(Collection.Full_Budget_Code,INDEX(Totals.Table_BudgetCode,ROW()),Collection.Disbursement_Amount)

This will add the Disbursement amounts from collections, where the full budget code (collection) matches the full budget code row in my table. Correct?

The last pic is what I see when I preview the form

Hi Dustyn, I don't see any Rows in your Table. The table needs to be populated via lookup from the same DB Table to create the Full Code list. This is what the formula is expecting. In the lookup section about, it was the 3rd lookup

Can you confirm your variables, especially "Table_BudgetCode" as it doesn't follow the way you defined your other variables. Never mind, it would give you an error if the variable didn't exist

=SUMIF(Collection.Full_Budget_Code,INDEX(Totals.Table_BudgetCode,ROW()),Collection.Disbursement_Amount)

Yeah, I thought that too, so I started messing with them as well. Just starting to mirror yours to get it to function at this point. See the new Sumif and Variables below. (and lookup rules just in case)

=SUMIF(Budget.FullCode,INDEX(Totals.BudgetCode,ROW()),Budget.Disbursement)

Collection Variables:

Table Variables:

Try this, if it works I'll explain 

=SUMIF(Budget.FullCode,INDEX(Totals.BudgetCode,ROW()),Budget.Disbursement)

Negative, but isn't that the same thing I posted? 

Sorry, I missed that in trail.

After changing the Variable Names, did you refresh the page?

Whenever creating variables or updating them, it's important to refresh the page as it's Forms way of saving the changes to their code.

I didn't just did still no dice.

I think something else is up though. For kicks, I just made a new single-line box, before the table, and told it to just =SUM(Budget.Disbursement) and added a few collections with JUST disbursement filled out and that box never changed. 

https://i.imgur.com/JK58B1h.png

Want to have a web meeting, I think it would be quicker