Post

3 followers Follow
0
Avatar

Adding Sum to the formula options in a Report

Hi ,

I wanted to sum the duration of the hours reported in a timesheet dashboard. There is no formula option available for SUM. I don't want just the group by totals, but the table should contain unique values with the sum of the hours. 

 

Thanks!

Shraddha Mannur Answered

Please sign in to leave a comment.

2 comments

0
Avatar

Numerical and Financial fields are summed up by default. I'm not 100% sure what you mean by summing the duration for the hours. These should already be rolling up, and you can also create a custom roll-up field that only rolls up if the field meets certain criteria.

Josh Santos 0 votes
Comment actions Permalink
0
Avatar

Hey Josh,

I have 2 financial fields that are definitely not being summed up by default it is just adding a new line per item in the report.

Background: I have custom financial objects set up for purchase orders and invoices. I need to produce a report on purchase orders with outstanding balance which should be pretty easy to calculate PO.Value - SUM(invoices.value). POs can have multiple invoices but the reports just create a new line for each one so I am unable to produce the report needed because there is no sum function available.

Thanks,

Nyssa

Nyssa Woods 0 votes
Comment actions Permalink