Summarize all entries of a field

[Reiner Siegmund]

Hi, I’m a newbie. I didn’t find an answer to my following problem in the forum:
I use a number field “money” (with currency). Can I summarize all entries of this field e.g. in a calculation field and a formula like sum(money) ?

[Brendan]

Hello Reiner,

Yes, you can do this.

Go to the Edit Form screen, then tap on Calculation (on iOS) and then tap on a field you want to perform an aggregate calculation on then select a calculation type (total, minimum, maximum, and average).

On the Mac version you can either have one global calculation, or a separate calculation for each different field that supports that (e.g. number, calculation, rating, or checkmark). You also need to click on the little sigma button when viewing the multi-column list view to tell Tap Forms to show the calculations row. You’ll see all your aggregate calculations displayed there.

Thanks!

Brendan

[Reiner Siegmund]

Hello Brendan,
thanks for your quick replay!
I can express myself in English poorly. therefore have I created a graphic, what I want to do. I can not find this sigma button from which you write.
Regards,
Reiner

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[Brendan]

Hello Reiner,

Oh I see. It’s currently only available on the main records list at the moment. However, if you set a Calculation field and Calculation type on your linked form, Tap Forms will display the results of the one calculation where you are looking.

You can set that on the Edit Form sheet. Look for “Calculation”.

Thanks!

Brendan

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[Christopher Powers]

I have a budget at work… several categories.

Lets take for instance my hardware budget and make it $5000 for the year.
I go and add entries for $9.89, $164.97.
I have the form calculate those as a “Calculation” Total with a “Type” of “Total”.
Is there a way to use this total in a calculation field to make that total (the total amount for the entire form) subtract from my $5000 in a “Running Balance” calculation field so I have a running tally with each new entry?

I hope I explained this well enough.
Please see attached image for example.

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[Brendan]

Hi Christopher,

The Calculation field does not have access to the grand totals displayed at the bottom of the records list view. Sorry about that.

Thanks,

Brendan

[felix f3nd1]

Hi,

I am still lost how can you add the total sum at the list as per attachment?
Tried many ways but still unable to get it.

Regards

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[Brendan]

Hi Felix,

1. Click the Form button when you have your child form selected on the far left.
2. Click the Fields tab.
3. Click the field you want to see a total for.
4. Scroll the field properties inspector panel all the way down to the bottom.
5. Click the Summary Calculation popup button.
6. Choose what summary calculation you would like to see there. You can choose Total, Minimum, Maximum, or Average.

When you do that, the table displayed for a Link to Form field will then display its summary row with the values populated. If you don’t see the totals, click the Sigma button to display the summary row.

Hope that helps!

[felix f3nd1]

Thanks for the prompt reply. I got it now.

Can it do “Count” function?

Cheers

[Brendan]

Hi Felix,

Well, not directly, but for a Checkmark field, the Total will actually be the count of checked values because the checkmark field has a value of 1 for checked values and 0 for unchecked values.

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