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Question

Laserfiche 11 (Table calculations)

asked on July 25, 2024 Show version history

I would like to ask for assistance i have a different table that have information for different departments and at the end i have a summary table that need to have the total vat and including vat so i need to calculate those values but the problem is i am using a lookup to populate the different departments in the summary

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Replies

replied on July 25, 2024

Can you please clarify what the problem is? I don't understand what exactly isn't working the way you want it to work.

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replied on July 25, 2024

i am using a lookup rule to populate the summary departments when i run the form therofore it is not possible for me to be able to add different calculations for the other  columns hence there if you can check the value in the summary table are all the same so i need to have the total excl vat ,VAT,Including vat for each section as you can see in the summary table

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replied on July 28, 2024

Hi Antony, can you show how is the look up rule designed?

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replied on August 8, 2024

we are populating the department with values on the lookup table.So the idea is to have the total values for specific departments  being displayed at that particular department in the table because we have already calculated the the totals in the previous sections tables per department .if you take a look at the images that have posted you will see the tables have all the data that we need to use for the summary table that has all the departments

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replied on August 8, 2024

The lookup rule on Department field looks good to me, but it seems that other fields in the table should populate value based on different Department selected, so you need another lookup rule to populate these fields based on department. Is this your question?

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replied on August 12, 2024

yes you are right i need to populate according to the department selected but now   those spefic department to need to be populated by  the the data in the above tables e.g Entertainment so when i click add a record on the entertainment i want t the total and the other information on that spefic department to be added on the summary table

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replied on August 12, 2024 Show version history

In that case, I'd personally do the following:

  1. Add total Excl VAT, VAT, and Incl VAT fields for each department.
  2. Write an IF statement for each of the Summary.(VAT totals) columns.

 

An example of part of one of them might look like this, for the Summary.Excl_VAT field where the department is Entertainment:

=IF(EQ(INDEX(Summary.Department,ROW()),"Entertainment"),Total_Entertainment_Claim_Excl_VAT,<insert more nested IF statements here, 1 for each department>)

Here's an explanation of this formula: if the department column in the current row is "Entertainment", then the Excl VAT column of the current row in the Summary table equals the value of the Total_Entertainment_Claim_Excl_VAT field (a field I suggested you make in step 1). If the department column in the current row is not "Entertainment", go to the next IF statement to continue evaluating until you get through the entire list of departments.

If I understood your scenario correctly, this sounds like what you were looking for.

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replied on August 15, 2024

Than you Gavin. I have tried to use the formula that you suggested i should use but it seems to print the same value in all the columns.i have posted the images that shows the results.here is how i tried to implement the formula

=IF(EQ(INDEX(Table_Summary_section,ROW()),"Entertainment"),Total_Entertainment_Claim_Excl_VAT, IF(EQ(INDEX(Table_Summary_section,ROW()),"CarHire"),Total_Car_Hire_Claim))

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replied on August 27, 2024

Your formula is written incorrectly. See how mine says "Summary.Department,ROW()"? This is to get the value using the table "Summary", the column "Department", and the current row. Your formula makes no reference to any columns.

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