Create a Comparison Column in Summary Reports
Hello!
In the attached screenshot I've been trying to get it such that I can either change the 'Totals' column into a column which contains the delta between the two sales year, or add a column ...
Forum Discussion
I have done in a similar situation is to make two helper fields at the detail record level like this.
field 1
IF([Year] = "CY22/SY23", [Net Ordered Units],0)
field 2
IF([Year] = "CY23/SY24", [Net Ordered Units],0)
Then put those two separate fields to be summarized on your summary report and then use summary variables and summary formulas.
It's a bit kludgy but it will work.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Thank you both!
Mark, this worked great, I think I didn't realize that creating separate formula fields for them would work like that in relation to the summary table. I've got the Summary formula up and running for a Year difference as well.
Chayce, I will look into making this smarter so I don't have to update by year, but for now this is fantastic. Thanks again!
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Blake Burns
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