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rp6464's avatar
rp6464
Qrew Member
4 months ago

Calculating Variance in reports

I am trying to make a summary table where it shows revenue per month for each customer at a company. I want to add so in between each month, there is a change of revenue displayed. How can I do this.  I have tried a report link for previous months and that did not end up working.

  • Do you mean that a report would like this for an individual customer

    Jan 2024    $150K

    Variance $50K

    Feb 2024 $200K

    Variance ($25K)

    Mar 2024 $175K

    In between each month is the amount to get you to the next month?

    If that is true, Quickbase cannot format data that way.   If this is C-Level request and it must be like that, you need a different reporting tool like Tableau or PowerBI

    If this format is acceptable

    Jan 2024    $150K  Variance $50K

    Feb 2024   $200K    Variance ($25K)

    Mar 2024  $175K

    In this case the Variance field is a formula field in each record.  There is a couple ways to do this.  A formula query can pull the information from a later record down to the earlier record.   I would use a Pipeline instead that runs once a month to take this month's revenue, crystalize that value and then also write it to the previous month to then calculate the variance.