Forum Discussion

BlakeBurns1's avatar
BlakeBurns1
Qrew Member
5 months ago

Create a Comparison Column in Summary Reports

Hello!

In the attached screenshot I've been trying to get it such that I can either change the 'Totals' column into a column which contains the delta between the two sales year, or add a column that does that.

Is there any way on a summary report to add a column that looks at the difference between two previous columns?



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Blake Burns
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6 Replies

    • BlakeBurns1's avatar
      BlakeBurns1
      Qrew Member

      Thank you for the reply!

      I think something like Summary Formulas is what I'm looking for, unfortunately the values I'm attempting to compare and find a delta for are the same Field, just summarized and grouped by Year in the screenshot above.

      Is there anyway to use Report or Summary formulas to be able to one group of summarized Field information from another in the report?



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      Blake Burns
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        I have done in a similar situation is to make two helper fields at the detail record level like this.

        field 1

        IF([Year] = "CY22/SY23", [Net Ordered Units],0)

        field 2

        IF([Year] = "CY23/SY24", [Net Ordered Units],0)

        Then put those two separate fields to be summarized on your summary report and then use summary variables and summary formulas.  

        It's a bit kludgy but it will work. 



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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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