Summary Formula?
Not sure if that's what I need to be doing. See the table below. I want to show Total Turnover Rate (not a field in my table), in addition to FT, PT and PTR turnover rate. I was thinking that was ...
Forum Discussion
It looks like you already have it by month in this table. Can you have an Employee Type Table that uses this table as a child. Then you can Roll up the totals and use a formula field to do the math.
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Tammie King
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Tony - can you explain what you're trying to do that you're not able to get to work? This isn't a summary report, so if you're trying to calculate the rates based on the fields in this table then it's just your run of the mill formula field. If you're goal is to actually create a summary report that rolls these up by month - you can make a summary report so that you can at see the month as one line - and in there you can do a summary formula, or realistically since you only seem to have one row per employee type per month as is, you could just create the formula field on the row and just sum it in the summary report since a PTR record wouldn't have any FT values to do math for and would be adding 0 to your summary column.
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Chayce Duncan
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Chayce, I will try again. Thanks for the feedback. With this table, I have a chart that shows turnover by FT, PT and PTR. So, three series. That part is easy. I would like a fourth series that is total turnover. To get that number, I have to average the total employee count and add the monthly turnover rate. I can see the correct numbers at the bottom of the table, but I can't figure out how to do the formula myself to make it show as another series in the same chart. (A stacked bar could work, but that's not really the best option here for a couple of reasons.) Using the total and everages options for the FT, PTR and PT, Total Employees in their field options gets me there in a table, but I need to show it in a chart.
I think I have to use some sort of Summary Formula or Variable, but the formula I thought would work isn't.
This pic is of my current chart. It is exactly what I want. I just need to add a fourth series that is total turnover rate. But, I don't have that as a specific field and not sure how to make it happen.
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------In your screenshot your series are doing the sum - how are you accounting for the aspect that this would be totaling up each months turnover rate into a sum value that is not necessarily indicative of the actual value? My suggestion would be to move this reporting out altogether and create a 'Quarters' table. That table would be related as the parent to each month and then you can summarize the different month entries as summary fields that you can report on individually or through any combination based on type.
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Chayce Duncan
------------------------------Chayce, are you saying my numbers for the series I do have are wrong? I am unclear on if you are talking about the existing series, or the series I want?
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
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Here is the Report Formula I thought would work, but it obviously isn't.
([# of FT Separations]+[# of PTR Separations]+[# of PT Separations])/Average([# of FT], [# of PTR], [# of PT])
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------I guess it would depend on what you're trying to report on. I took a look at your charts and your comment about averages in the initial post which threw me off when the charges were totaling the turnover rates but I think I see what you're doing.
I'm just looking at the above of what you were trying to do now - and one issue would be that you're doing a total sum in the numerator but the average in the denominator. You can go either way but you should be consistent in either doing the totals for both or average for both and see how that looks. So either:
([# of FT Separations]+[# of PTR Separations]+[# of PT Separations])/([# of FT] + [# of PTR] + [# of PT])
or
Average([# of FT Separations],[# of PTR Separations],[# of PT Separations])/Average([# of FT] ,[# of PTR] ,[# of PT])
Depending on how your other values are being derived (either as a % or a number) you may have to multiply by 100 to bring it in line with the other values. It might be best to do the calculation and then list it in the table report to see how it looks - if your main ratios are all whole numbers where as the new one is a tiny decimal - you might just need to convert it from a percent so it reports properly.
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Chayce Duncan
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