I have a 7 fields I am summarizing.
Then I have it grouped by Salesroom and Sale date
What I would like is a total between the Salesrooms
I would like a subtotal line before the next salesroom - or at least a total for the last column.
Is this possible?
Unfortunalty it is not possible with Summary Reports.
A simple workaround is to have multiple summary reports on a dashboard where each is filtered to 1 Salesroom and maybe a total summary at the bottom of the page that isn't broken out by Salesroom or Date.
The other option is to add a a Summary table.
What this would look like for your use case is a new table in your app (let's call it "Monthly Metrics"). Where you would have a field for Salesroom and Sales Date.
This Monthly Metrics would be a parent table to the table where the data is.
Each month you can have a pipeline to create the new month record for each Salesroom and link any matching children (or children can be matched to a month as they are added).
Now you can add standard summary fields to the relationship for each of your totals.
Your report would then be a Table Report with custom grouping to get the subtotals.
It's a lot more work this way, but it does give you a nice clean report with subtotals.
-Sharon
Thank you Sharon. Yes that sounds like a great idea with the table but unfortunately i need a course in pipelines - I have tried to work them many times without success. thanks so much for you response and time.
