Forum Discussion

JoeBlouin's avatar
JoeBlouin
Qrew Member
2 years ago

Using summary totals in another report

Hi, I added the values of a field in a summary table.
Now I need to compare that summarized total number to another number in another table...
How do I make a report and do this formula?

Thanks.

------------------------------
Joe Blouin
------------------------------

4 Replies

Sort By
  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger
    2 years ago
    Joe,
    Can you describe your tables and any relationships involved between the tables?  It will make it easier for us to help you if you actually said what the tables represented, for example Budgets or Sales.

    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------
    • JoeBlouin's avatar
      JoeBlouin
      Qrew Member
      2 years ago
      Tracking attendance in 'Attendance' table. (child of 'Associates' table)
      different types of  absences cost different amount of "points"
      1/2 NF = .5
      1 NF=1
      NCNS = 3.5

      I built a summary table that totals the different types of absences and gets me a total points per Associate.

      My challenge is that Each Associate started with a different Allowable NF amount... For instance Associate A is allowed 7 and Associate B is allowed 5.
      The number allowed per Associate is stored in the parent table 'Associates' per each Associate.
      I would like the calculate the remaining points...
      If Associate A started with 7 allowed but has accumulated 4 points in absences, then the remaining would be 3 points.

      ------------------------------
      Joe Blouin
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew #1 Challenger
        2 years ago
        One Associate has many Attendance
        On the relationship, simply make a summary field to summarize the points.

        Alternatively, make three summary fields to count the # of:
        1/2 NF

        Then duplicate that for the other two absence types

        No doubt you will also need a time period filter on that.  Be sure to have the filter be "relative", ie don't lock it in for the year 2022, but make it for "the current Year", or the Previous 1 year.    You don't want to have to ​adjust the summary field properties each year.

        ------------------------------
        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
        ------------------------------