Generate a "% Complete" tally

Question

Hello, everyone - have recently run into a wall while trying to determine a way to generate a "%" complete.&nbsp; While I originally thought this would be an easy task I've come to realize that my knowledge is limited and require some guidance from folks with more experience. Here is the situation:
1. My main table ("Workbook") has a table-to-table relationship with the "Records" table.&nbsp; There can be multiple "Records" in "Workbook".2. Would like to generate a "%" complete value based on the status of individual "Records". The status of each 'Records" entry is New, In-Progress and Complete.Common sense tells me that the first piece of the puzzle is calculating the number of "Record" entries so that I can then calculate the '%' marked as complete.
I initially tried a Report Formula but simply could not solve the puzzle.&nbsp;
Any help/guidance would be greatly appreciated!------------------------------Ron------------------------------

samjones1 · Answer

Ron,I think the most straightfoward way to handle this would be two Summary fields and a Formula Numeric field. You'll need to add the summary fields to the relationship between Workbook and Records. The first will be a count of related records, and the second will be a count of related records where the status is "Complete". In your Formula Numeric Field, you'll create a formula like this:&gt;[# of Records Compete] / [# of Records] and set the field to display as a percentage. That should give you a % complete result. If you need more help with it, swing by Data Collaborative's free Office Hours, every Thursday at 1pm Eastern.Sign up here: https://data.quickbase.com/db/bqeqqj33i ​------------------------------- Sam______________________________________________Sam JonesVice President, Product and Technologyhe/himThe Data Collaborative, Inc.sjones@datacollaborative.com366 Massachusetts Ave, Suite 203 | Arlington, MA 02474------------------------------

markshnier__you · Answer

np,just make a formula numeric field set to display as a percent and which calculates to either a 0 or a 1, if complete. &nbsp;Ie 0% or 100%.&nbsp;Then show an average in a column or use a summary field as an Average.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

ronaldkarinski · Answer

Hi Sam - and thanks for the direction. It worked perfectly!&nbsp;
Looking at my approach, I was obviously off target looking at the Report Formula.&nbsp; Using summary fields and then calculating now makes sense - thanks for helping me learn something today.First round is on me :)------------------------------RONALD KARINSKI------------------------------

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Generate a "% Complete" tally

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