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 calculations of specific data from a detail table.

For example, consider two related tables: Invoices and Items. One Invoice can be related to many Items. As a result, summary columns can be created in the Invoices table. For instance, you can add the "Total" summary column, which summarizes the "Sub-total" amounts of all related Items. You can also create the "Product List" summary column to concatenate product names stored in the related Items. The summary column type depends on the Function specified in the column settings.

Summary Columns

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

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

  2. Select the table you need.

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

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

Add Summary Column

The Summary column form will be displayed:

New Summary Column

Fill in the displayed form to create a Summary column.