Forum Discussion

WilliamBelfast's avatar
WilliamBelfast
Qrew Member
6 years ago

How to calculate a percentage on a Summary Report?

I have a table to track work tickets.  I want to be able to run a monthly summary report which shows the percentage of work tickets completed by type.  Basically just [completed tickets]/[total ti...
Formulas and functions
reports and charts
William's avatar
William
Qrew Trainee
Hi Evan,

First of all, thank you for taking the time to write such a detailed reply.  I really appreciate it.  Wow, this seems much more complicated than it should be.  It makes me wonder if I didn't word the question correctly.  Let me just recap:

I have a summary report which is set to run on the first day of each month.  The filter is all tickets opened in the previous month.  So for this month the report might look like this.

Type                    Opened Tickets     Closed Tickets
Landscape          318                          287
Maintenance       91                            69
Misc                    106                          80

All I want is another column with the percentage of tickets closed [Closed Tickets]/[Opened Tickets].  Is the method you describe really the best way to do this?
BarbaraAlvarez1's avatar
BarbaraAlvarez1
Qrew Member
3 years ago
I know this thread is quite old, but I needed the same type of logic that the OP was looking for.   I followed the instructions and it worked to a tee except when changing my text field back to a text formula.  The error says you cannot have a formula field as a summary field in a relationship.   Is this a new rule since this thread was written?  Is there a way to get around that?  

Thank you

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Barbara Alvarez
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 years ago

    Barbara,
    This is, as you said,  a very old thread. 

    There are newer and potentially much easier solutions now.   I suggest that you post a new question, perhaps referencing this post but still fully describing your situation and question and myself and others will watch for it. 

    You may be able to solve this simply using what are called summary formula fields in a Summary Report Type. 



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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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