Filtering Summary Reports
Hello! I have a table with the following fields:
Name (text)
Check-in Period (date)
Pulse (Numeric)
I would like to have a report that shows ONLY employees whose average pulse over t...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendI suggest a different approach.
Make a summary field on the relationship between employees and pulse measurements and summarize the Average Pulse Rate for the last three months. The make a standard table report of Employees with filter of
[Average Pulse Rate Last three months] is less than or equal to 3.
------------------------------
Mark Shnier (YQC)
[email protected]
------------------------------
Make a summary field on the relationship between employees and pulse measurements and summarize the Average Pulse Rate for the last three months. The make a standard table report of Employees with filter of
[Average Pulse Rate Last three months] is less than or equal to 3.
------------------------------
Mark Shnier (YQC)
[email protected]
------------------------------
Hi Mark,
I am trying to do something similar but it doesnt involve different tables. The summary in my case if just a count of the number of prompts in a category and Category is just a text field in the table called 'Prompt.' So a summary report, counts the number of prompts in each category and I am also calculating a % in the next column. So I have three columns : Category, # of Prompts, % of total. I want only the top ten or don't mind filtering by percentage. But how do I call upon a summary column to filter?
Any help or guidance will be great!
Hey Deepak, unfortunately you can’t filter a summary report based on its own calculated summary columns (like % of total) because those values only exist after the report is generated. The filters run first, so there’s nothing to compare against. The workaround is the same pattern as described above: move the summarization into the table level, then filter on it.
In your case, you'll need another table, then create a numeric summary field on Prompt table’s relationship (summarize the number of prompts in each Category). Then push that summary back down as a lookup field. Once the count and percentage exist as actual fields in the table, you can create a normal table report, sort by your percentage, and easily show the top ten or whatever cutoff you want.
Hope this helps!
