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Fields or report to calculate profit amount and percentage

  • 1.  Fields or report to calculate profit amount and percentage

    Posted 04-20-2018 22:55
    I have a table called "Opportunity" and a table called "Expenses", an Opportunity can have many Expenses.  In the Opportunity table I have a field called "Current Year Fee".  In the Expense table there is a field called "Amount".  Since an Opportunity can have many Expenses and therefore many "Amounts", I am trying to create fields and or a report to calculate the difference or profit $ and % based on the "Current Year Fee" less all the expenses tied to that Opportunity.  I am still pretty new to QuickBase so I would really appreciate any help and the more details the better.  Thank you in advance!


  • 2.  RE: Fields or report to calculate profit amount and percentage

    Posted 04-20-2018 23:52
    You will need to have a relationship between Opportunity and Expense such that 1 Opportunity has many expenses.

    https://help.quickbase.com/user-assistance/about_relationships.html

    The once you have that setup, on the left side of the relationship, it will let you make a summary field for the total expenses.