I am trying to create a company budget database where all the accounts are in the main table (grid view), but some of them are subaccounts of other accounts (and others are sub-sub-accounts, etc.). All the parent/child relationships are between records in the same table. How do I display the data where the sub accounts are indented under their parent records and can roll up at each step of the hierarchy, if desired (including a calculated sum field) For example,
100 Personnel Costs ($250K) <-- This is a calculated roll-up from subaccounts
110 Salary & Wages ($200K)
120 Healthcare ($50K)
200 Facilities ($65K) <-- Calculated
210 Rent ($30K)
220 Maintenance ($20K)
230 Exterior ($15K) <-- Calculated
231 Grounds ($10K)
232 Signage ($5K)
etc....
It would be nice to roll up the budgeted amounts for each subaccount into a field in its parent account.
I tried the List view type, but that requires a relationship between records in two different tables.
