Creating a new Summary Column

When two tables are related, you can create summary columns. Summary columns are columns in a master table used to represent calculation of specific data from a detail table. For example, the Invoices table displays the total amount for all invoice items stored in the Items table.

As a result, the Total summary column calculating total items amount will be added to the Invoices table:

The simplest way to add a summary column to the related table is the following:

Click the Setup link in the top right corner of the window

Select a table you need.

From the setup menu select Columns > Create a new summary column

In the Selections section click the Add Summary button next to a necessary relation.

The Summary column form will be displayed:

Fill in the displayed form to create a Summary column.

Next: Editing Existing Columns