2 Month or Quarter Rolling average

Question

Hi FolksI have been struggling with this issue.&nbsp;I have a series of invoices, recorded in an Invoice table. These are summarized by reporting quarter in a parent table. From this one is able to see the various types of spend as a percentage of total spend per quarter.&nbsp;The next step is that we need to look at the rolling average of current quarter and previous quarter as a percentage of a target. The quarters are linked to defined dates.&nbsp;The requirement is as follows:Average spend for Q1 plus average spend percentage for Q2. Then the average spend percentage for Q2 and&nbsp; Q3. This continues over 80 quarters.&nbsp;Does anyone have any pointers on how to do this?Thank you------------------------------Matthew Kearns------------------------------

matthewkearns · Answer

Hi MarkJust a note to say thank you for the solution you suggested, it worked perfectly.&nbsp;CheersMatthew------------------------------Matthew Kearns------------------------------

markshnier__you · Answer

Here is one solution.Make a relationship between Quarters to Quarters (ie related the table to itself).&nbsp; Let it create a field for related quarter and then rename that to be call Related Previous Quarter.&nbsp; If the Key field if Quarters is [Record ID#] then find a field on the Quarters record look it up and ands set edit [Related Previous Quarter] to set that as the Proxy field.Then make that a required field on the Quarters table and hand edit the 80 records to relate each Quarter to the Previous Quarter.&nbsp; Then lookup anything that you need like total invoice value and make your formulas.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

matthewkearns · Answer

Thank you Mark - I will give this a go and let you know.------------------------------Matthew Kearns------------------------------

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2 Month or Quarter Rolling average

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