Summarizing data in portals

Working with related tables and files > Summarizing data in portals

You can summarize data that's in a related field displayed in a portal. For example, you can get the total of all related records, the smallest or largest related record, or find the standard deviation of all related records in your portal.

To summarize data in portals:

1. Create a summary field in the table that related records are being displayed from. (This is the table displayed in the Portal Setup dialog box.) See Defining summary fields.

Tip For a more complex summary of your data, use a calculation field to define a formula. See Defining calculation fields.

2. Place the summary field on the layout containing your portal.

You can place the summary field anywhere on your layout, including inside the portal.

See Placing and removing fields on a layout.