Forum Discussion

DynDyn's avatar
DynDyn
Qrew Cadet
8 years ago

Grid edit function in a summary table

Is it possible to add another column (User Input) to a summary table?

I currently have a summary table with sales performance for different markets by months but would like to add another column for monthly targets (must be an open field to be filled in by users every now & then)

 

  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    This is not possible in summary reports, because this is summarizing multiple records.

    But, if you are looking to set goals for months, I'd recommend making a 'Months' table.  Then you can have a field on there for "goal" and then you can summarize the data to the month.

    So in functional terms you have what you are looking for, even with the current limitations.
  • DynDyn's avatar
    DynDyn
    Qrew Cadet
    8 years ago

    I was looking at building a new table to look up the sales activity (which is a text - multiple choice field), the respective actual amount & additional column for the targets. Somehow, the relationship table just isn't working as expected.

  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    What parts aren't working as expected?  Maybe we can help.
    • DynDyn's avatar
      DynDyn
      Qrew Cadet
      8 years ago
      Till now, I have linked up the different tables to show the different type of sales activity, total number of related contacts, Amount involved. However, would need more filter details i.e the location, current status of the meeting etc. All these didn't seem to show as most of them will be text - multiple choice field.