Forum Discussion

JeffRogerson's avatar
JeffRogerson
Qrew Cadet
6 years ago

Can you Use Report Generated Totals in Report Formula's

I am essentially want to use the system generated column totals to calculate an average.

Here is the scenario, I have built an app to log my stock portfolio.  I have a currency field representing the price I paid/sold for a stock,  another currency field representing the number of stocks bought/sold on the transaction, and finally a formula field calculating the value of the transaction (price x volume).

When I generate a report, it gives me the option of having  a system generated field total displayed, and I have it turned on, so it totals and displays a value for all the numeric transactions captured by the report.

Is there a way to use these system generated totals in a report formula?  Essentially I want to calculate an value average (total value / total number of shares).

------------------------------
JRogerson
------------------------------
Relationships
reports and charts
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    No, those displayed totals or averages are not accessible by formula.  But you can make a Parent table called Average Returns with a single record in it. It will be Record ID# of 1.

    Then make a relationship to your Transactions table where 1 Average Returns has many Transactions.  For the reference field on the right side, use a formula numeric field with a formula of

    1

    Then make any summary fields you like and do your calculations up there on the Average Returns record.


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------