Create Summary Report with Multiple Rows That are NOT subsets of each other
Hello,
I am trying to create this kind of report:
Where each record will have a Forecasted to close date (or month) field as well as an Actual Closed Date field. Therefore, the Actual Closed are not a subset of Forecasted to Close. I need to summarize all records that were forecasted to close in January, Feb, etc. and then also summarize all those that actually closed in January, Feb, etc. Can anyone help me figure out how to do this?
And then (BONUS!) is it possible to get a running total of just the Actual Closed? (ie I wouldn't want to summarize each column)??
Thank you in advance!!
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Amber Gartner
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I am trying to create this kind of report:
Where each record will have a Forecasted to close date (or month) field as well as an Actual Closed Date field. Therefore, the Actual Closed are not a subset of Forecasted to Close. I need to summarize all records that were forecasted to close in January, Feb, etc. and then also summarize all those that actually closed in January, Feb, etc. Can anyone help me figure out how to do this?
And then (BONUS!) is it possible to get a running total of just the Actual Closed? (ie I wouldn't want to summarize each column)??
Thank you in advance!!
------------------------------
Amber Gartner
------------------------------
