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Question

Gauge Report - Wrong Percentage

  • August 1, 2024
  • 0 replies
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Hi!

I'm creating a gauge report that shows the percentage of POs Invoiced/Current Project Budget (aka Percent Consumed).  This report is going on a dashboard that has a dynamic filter for Project Priority.  After lots of trial and error, I decided to create summary fields in a parent table called "Universal Reporting Record".  The summary fields specify the percentage for each priority... 1, 2, 3 and the combination of all three as All.

I am then using a formula in the gauge report to specify which Percent Consumed field should be used depending on the priority:

The percentage for "All" should be 13.4%, but it continues to show 17% and I cannot figure out why.  The other priorities (1, 2, and 3) show correctly as the dynamic filter is changed.  The calculation is done on $s Consumed/Total Budget.  These are the same fields used in the summary table mentioned above, just different labels for the dashboard.

Here are the results for Project Priority = 1 which are correct:

Any help is greatly appreciated!! 

    This topic has been closed for replies.

    MarkShnierYou
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    What are the settings for the gauge chart report which is being shown on the dashboard that shows the 17% (which is wrong and should show 13%) 

    Mark Shnier. Your Quickbase Coach
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      • TeresaSteeg1
      • Author
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      • August 1, 2024

      Here are the settings:

       

        MarkShnierYou
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        I think perhaps that the  Gauge chart should just be showing the value for Average for the  single field [... Percent consumed - ALL] 

        Mark Shnier. Your Quickbase Coach
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          • TeresaSteeg1
          • Author
          • Registered
          • August 1, 2024

          Yes, I have tried that too.  I changed the "What does the gauge measure?" field from the formula to [... Percent consumed - ALL] .  The percentage is correct at 13.4%, but then the dynamic filter does not work.  It just continues to show 13.4% no matter what priority you choose.

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            • TeresaSteeg1
            • Author
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            • August 2, 2024

            Yes, I am doing the summary totals on a single universal reporting record.

            Yes, I do have a field called [Percent Consumed] at the child level (Projects table).  That field is a formula numeric-percentage field and the formula is

            POs Invoiced/Current Project Budget 

            When I use that field in the report, all of the percentages are wrong.  It's like it doesn't even look at the filters on the report.  Then when it applies the dynamic filter for Project Priority, those percentages are all way off too.  That's why I initially went with the idea of creating a formula for the report so I could specify what the percentage should be based on the priority choice.  And it worked, except for when the priority is null.

            MarkShnierYou
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            I think at this point someone would have to have a look at your app.  

            Mark Shnier

            Your QuickbaseCoach

            mark.shnier@gmail.com

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