How to Display Report Formula Summary in Grid Edit Header

An option is to use a very new feature called Formula Queries to calculate the total number of completed tasks for that phase as well as the total number of tasks for that phase (of course just for the project, the other filters that you currently have on the report).

If you had those two numbers as fields on every task then you could build a text formula to use to group the Tasks, so the field would be like

List(" ", [Phase], ToText([Formula Query field for # completed]) & " Tasks Completed out of Total " & ToText([ Formula Query field for totral # of tasks] & " Tasks")

Formula Queries are new and the syntax is a bit challenging, but they are super powerful.

Can't just rip off the formula for you as the syntax is tricky and I would have to know all your field IDs.  If you want to learn for me or you can go looking for some one on one assistance. I don't know if the care team would be able to help you with that or not. Or you could contact me directly by email but I need to charge for my time.

As for making an additional summary report by phase you can make a formula field on tasks which results in a numeric result of 1 if the task is completed and 0 if incomplete.  Then use that field on the Summary report.

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