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 ...
Forum Discussion
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
Qrew Legend
Qrew LegendI 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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Similar to Mark if you're using the summary report to group by something like year the best approach is to try and chunk that grouping into individual fields like Prior Year v Current Year and build your summary report off of that, then leveraging the summary report formulas to calc the difference.
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Chayce Duncan
------------------------------- MarkShnier__You
Yes, ideally you don't have to hard code the fields but like Chayce said have them dynamically calculate to current year and last year so you don't have to keep remaking the reports each year.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Thank you both!
Mark, this worked great, I think I didn't realize that creating separate formula fields for them would work like that in relation to the summary table. I've got the Summary formula up and running for a Year difference as well.
Chayce, I will look into making this smarter so I don't have to update by year, but for now this is fantastic. Thanks again!
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Blake Burns
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