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Hello,
I’ve created the base below with sample data. Each Project has two Clients assigned to it. Each Client receives two payments. These two payments may or may not be made within the same calendar year.
I have been able to sum up the “paid” and “o...
I am trying to summarize data that I can display in a chart.
I have a table of projects with a column for clients assigned to the projects. Two separate payments are made to each client for each product. I am tracking whether the payment has been “pa...
Justin,
I completely agree with everything you said, however, I have not been able to come up with a better way, which is why I made this post. I agree that ideally I would not be repeating in the primary field, but I haven’t found a way to accomplis...
JonathanBowen:
It seems to me you have 3 key “objects” - projects, clients and payments. If I were building this base for you, I would start with these 3 tables and iterate it from there. You’ve got a table for payment years - I probably wouldn’...
Hi JB,
Thanks for the response. The issue is that the records are actually tied to even deeper fields. I left that detail out to try to simplify it. The main column corresponds to the project and each project can have multiple clients. So I’m already...