Calculating Variance in reports

Question

I am trying to make a summary table where it shows revenue per month for each customer at a company. I want to add so in between each month, there is a change of revenue displayed. How can I do this.  I have tried a report link for previous months and that did not end up working.

DonLarson · Answer

Do you mean that a report would like this for an individual customer

Jan 2024 $150K

Variance $50K

Feb 2024 $200K

Variance ($25K)

Mar 2024 $175K

In between each month is the amount to get you to the next month?

If that is true, Quickbase cannot format data that way. If this is C-Level request and it must be like that, you need a different reporting tool like Tableau or PowerBI

If this format is acceptable

Jan 2024 $150K Variance $50K

Feb 2024 $200K Variance ($25K)

Mar 2024 $175K

In this case the Variance field is a formula field in each record. There is a couple ways to do this. A formula query can pull the information from a later record down to the earlier record. I would use a Pipeline instead that runs once a month to take this month's revenue, crystalize that value and then also write it to the previous month to then calculate the variance.

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