Fields or report to calculate profit amount and percentage

  • 0
  • 1
  • Question
  • Updated 8 months ago
  • Answered
I have a table called "Opportunity" and a table called "Expenses", an Opportunity can have many Expenses.  In the Opportunity table I have a field called "Current Year Fee".  In the Expense table there is a field called "Amount".  Since an Opportunity can have many Expenses and therefore many "Amounts", I am trying to create fields and or a report to calculate the difference or profit $ and % based on the "Current Year Fee" less all the expenses tied to that Opportunity.  I am still pretty new to QuickBase so I would really appreciate any help and the more details the better.  Thank you in advance!
Photo of Mark Comish

Mark Comish

  • 620 Points 500 badge 2x thumb

Posted 8 months ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,928 Points 50k badge 2x thumb
You will need to have a relationship between Opportunity and Expense such that 1 Opportunity has many expenses.

The once you have that setup, on the left side of the relationship, it will let you make a summary field for the total expenses.