Forum Discussion
Count with OR Condition
Hi,
Thanks MarkLaf for your help and patience. I'll try to explain further below as it could be either the way my model is setup or my explanation.
The tables are as follows
Sole Clients - this is all clients listed individually
Joint Clients - this is all clients listed jointly, Client 1 reference will be CRMContactID and client 2 reference is CRMContactID2. This reference corresponds to the same number the client has in the Sole Clients and Income tables and is what I use to create relationships
Income - this summarises all the clients income, listed individually
Sole Client
| CRMContactId | FirstName |
| 30599070 | John |
| 30599071 | Bruce |
| 30599072 | Mildred |
| 30599073 | Sheila |
| 30599074 | Rupert |
Joint Clients
| CRMContactId | CRMContactID2 | Client(s) |
| 30599070 | John | |
| 30599071 | 30599072 | Bruce & Mildred |
| 30599073 | Sheila | |
| 30599074 | Rupert |
Income
| ClientCRMContactId | Sum of Fee |
| 30599070 | £320.35 |
| 30599071 | £0 |
| 30599072 | £2,090.42 |
| 30599073 | £746.44 |
| 30599074 | £2,586.81 |
Model
I figured the relationship should be between the Sole Client table and the Income Table and then between the Sole Client table and the Joint Clients table. If I should be linking the Joint Clients table to the Income table then that could be part of the problem.
I do have other tables that I link and I use the Sole Clients table for that as well.
If there is a way to sum client 1 income and then sum client 2 income and finally add these together then that way I could use the joint income to determine whether the clients meet the criteria.
I'm happy to add columns if that is easier such as client 1 income, client 2 income and then add these together for joint income.
Hopefully this helps.
Thanks again
So, with the above dummy data, should ActiveClients output to 4 or 5 (because, although Bruce has 0 fee, he still counts if you factor in joint client fee/status)?