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Budget Subtotals

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Olenka_Hand
4 - Data Explorer
4 - Data Explorer

Hi - I’m creating a purchasing database for a furniture install project and would like to make various calculations to the summary of a field.

For example - multiplying the summary/subtotal by 8.25% for tax - then multiplying it again by 10% for warehousing and install.

Finally - adding up the subtotal, tax and warehousing and install numbers to get a final total.

Thank you!

12 Replies 12
Olenka_Hand
4 - Data Explorer
4 - Data Explorer

Screen Shot 2019-05-08 at 10.21.43 AM.jpg

Olenka_Hand
4 - Data Explorer
4 - Data Explorer

Screen Shot 2019-05-08 at 10.20.46 AM.jpg

You can copy and paste the linked record. So you could have (and can in the future) linked the first one, copied it’s value, selected all the rest of the records, and pasted that value into all of them at once.

Also, since you only have the one record in your SUMMARY table, when you are linking a new record from your BUDGET table, you can select that SUMMARY field and just hit Enter twice – the first time will effectively click the + to open the selection menu, and the second time will select the top option, which in your case is the only option. Makes for a pretty quick workflow when adding new records one at a time to your BUDGET table.

Looks like you have it working as you need it to!