Sorting and summarizing by text field content

[Chris Hutcheson]

Hi there – I want to sort the contents of a text field by the name of a stock security contained within the field so that I can then produce a summary/total of dollar returns for that particular security. So in other words, to group multiple occurrences for Bell Canada, for example, and then the total dollars earned for that stock. Using the defaults for TapForms I can do this alphabetically by, for example all the items beginning in “B” but I can’t see how to do this by a specific stock name.

Any help would be greatly appreciated! I’m sure there must be an easy answer, but I’m not spotting it.
Thanks!

Chris

• This topic was modified 1 month, 3 weeks ago by Chris Hutcheson.

[Daniel Leu]

You could use a saved search where you select just one ticker symbol. So you would have one search for each stock ticker you own.Then in multi-column list view, you can show the calculation row to display the totals.

[Brendan]

What you want to do is use the Group Records By option on the form inspector panel.

That’ll group all of your records by the full value within that specified field.

So if you had a bunch of entries for Bell Canada, then you’d see them all grouped together with the heading Bell Canada. Then you can enable the Show Group Summaries option by clicking on the little menu button at the top of the records list view. If you have a field set to compute the totals in that form, then you’ll see the sub-totals appear for each section.

You can also do it with Saved Searches as Daniel has described. That’s great to see the results for a single stock. But if you want all the stocks grouped together with sub-totals for each, then the technique I just described is what you want to do.

Thanks,

Brendan

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