Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 7109 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I'm having trouble getting my brain around how to create a report to show averages per quarter. Let me explain...

I am tracking profit data for each customer each month. I have created a layout/report to show total profit data for all customers broken down by sales region. The next step is to take those monthly region totals and average them for the Quarter. Because of the way we track things I can't simply add the months totals. I can't figure out how to create a report that will average the monthly totals instead of the average of the individual records.

I tried creating a self relationship based on the month field of the records but it didn't work. Is this a relationship problem or do I need a more complex calculation? Any ideas would be helpful, thanks.

Posted

Okay, I've found a round-about way of accomplishing the quarterly report. What I had to do is create a calculation field (field/3) then a summary field to total the calculated field to generate quarterly averages for each region.

This is cumbersome however because I have 4 items in the report to I would have to create 4 calculation fields and 4 summary fields on top of the 4 summary fields already created for the original report. In addition, when the boss asks for a 6 month and yearly report that means 8 more fields to create.

There has to be a better way...

This topic is 7109 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.