Forum Discussion

NealMathews's avatar
NealMathews
Qrew Trainee
4 years ago

Summary Report Help

I'm trying to build a report, I've tried several different options, and not getting the result I need. 

I have a tablet with the following data/fields, that I'm trying to get an end result for. We are a non profit trying to track the dollar amounts left in different categories of funds. 
  1. Fund Category
  2. Amount Spent

I'm trying to get the ending available balance for each fund category. I initially thought building a formula would work, but not sure how to complete this in a report. Fund category group and sum the field amount spent.  

In the formula would be $100,000.00 - [Sum amount spent] = Remaining Balance?

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Neal Neal
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    I am just guessing as to the structure of your app but it seems to me the proper structure would be to have a relationship between your two tables. There would be a table of Fund Categories and a table of Amounts spent.

    Then you would have a Relationship where One Fund Category has many Amount Spent entries.

    Then on that relationship you would make a summary field to total update about spent. That way each Fund category would know how much has been spent so far.  had a data entry field on the fund category where you could enter the opening balance for the fund category then you would know how much is remaining to spend by subtracting.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    mark.shnier@gmail.com
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    • NealMathews's avatar
      NealMathews
      Qrew Trainee
      4 years ago
      Thank you that is very helpful. It worked perfect.

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      Neal Neal
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