How to get a little data from another table

rbuser

Can I do this at the reporting level?
I have a report of stock investments for one or more portfolios. I want
to add into the report any uninvested cash balance. This is readily
available in a different table. But the cash balance is not presently in
the View that all the reported investment information is in. How can I
grab one cash balance record for each portfolio?
The investment data comes from tables in an Interbase database. The
Report gets it from a DBPipeline, DataSource, ClientDataSet and
DataSetProvider. Is there a way to access the cash table separately?

nicocizik

Hi Patrick,

Since you are going to print one cash balance per portfolio, I assume the
data relates in some way. If it does you could set up a standard
Master-Detail relationship between these two tables allowing ReportBuilder
to pull the correct data automatically from both tables. Try creating a new
ClientDataSet for the cash table along with a new datasource and DBPipeline.
Then link the DBPipelines using the FieldLink property. Now you will be
able to connect a subreport inside your main report to the new dataset and
it will traverse along with the master dataset. More help on creating
Master-Detail reports, please see demos 61-64 in the \RBuilder\Demos\1.
Reports\... directory or check out the tutorials in the ReportBuilder
Developer's guide.

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