Forum Discussion

JoeGoodhart's avatar
JoeGoodhart
Qrew Member
5 years ago

Summary Fields and Relationships

Table 1:  Project Specific Revenue Data is entered into fields each month.  12 fields, one for each month, with another field for 'year', and another field for which 'division' the project is in. T...
Relationships
AhuvaBrown's avatar
AhuvaBrown
Qrew Cadet
5 years ago

Would it help to create a formula numeric field which sums up the 12 fields on each record? That would be much easier to work with on a summary report as it's only one field instead of 12.



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A Brown
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  • JoeGoodhart's avatar
    JoeGoodhart
    Qrew Member
    5 years ago

    Thanks for the response.  I did the formula numeric to sum the 12 month fields.  But, when pulling this field into the summary report, the value is null.  



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    J G1987
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    • AhuvaBrown's avatar
      AhuvaBrown
      Qrew Cadet
      5 years ago

      Can you provide screenshots of the field and the summary report?



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      A Brown
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      • JoeGoodhart's avatar
        JoeGoodhart
        Qrew Member
        5 years ago

        If([Idea | Project - New Offer]=true, [01. Jan Actual]+[02. Feb Actual], 0)

        Above is the formula.  For testing purposes, I only am calculating 2 mos.  

        Then in the summary report, I am summarizing the above field by total.



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        J G1987
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