Forum Discussion
QuickBaseCoachD
11 years agoQrew Captain
The only way to do that is to have summary fields up to the Salesman record for Total New Business and Total GP. Then do your calculation there.
For example you may make summary fields for Total New Business "during" the current year, and total GP "during" the current year.
If you ensure that the time period of your summary field filters matches the time period on your summary report, you could do a lookup of the % calculated on the salesman record, and bring that down to your Summary report by cheating and Averaging a lookup field which will always have the same value for all records. That is assuming that you still need to have the summary report at all, or you may want to just do your report off the salesman table.
For example you may make summary fields for Total New Business "during" the current year, and total GP "during" the current year.
If you ensure that the time period of your summary field filters matches the time period on your summary report, you could do a lookup of the % calculated on the salesman record, and bring that down to your Summary report by cheating and Averaging a lookup field which will always have the same value for all records. That is assuming that you still need to have the summary report at all, or you may want to just do your report off the salesman table.