Managing Summary Columns

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, the "Invoices" table can display the total amount for all invoice items stored in the "Items" table.

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

Summary Example

To add a summary column to the related table:

  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 Tables > Manage relations.

  4. In the Relations form, click the Add Summary button next to the necessary relation.

Summary Column

The summary column form will be displayed:

New Summary Column

Fill in the displayed form to create a Summary column.