Parent - Child Records With Aggregate Formula on Children
Hello,
I am having an issue with formulas and showing correct data at the Parent Level.
In a simple form, we currently have four tables in a structure whereas we have:
Parent Record - one to many - Children Records
Child Record - one to many - Detail Records
Detail Record - many to one - Baseline Data
Detail Structure
Child Id, Item Name, Month & Year, Value
On the detail table we added two aggregated formulas.
Formula A - Savings Value (Value * Baseline Rate (comes from baseline table))
Formula B - Est. Annual Savings (Savings Value * 12 / Distinct Count of Months & Year)
When the data is displayed in a Pivot Grid, the formulas calculate correctly at each child and display a correct total at the Parent.
Parent | Company | Month & Year Count | Est Savings | Annual Savings
Parent Z | Company A | 1 | 25 | 300
Parent Z | Company B | 2 | 45 | 270
When the Pivot is collapsed I get Parent Z with Annual Savings of 570. -- Correct!
When I display this data in a bar chart I should also get 570 as the total on the Parent Z. However, I am getting 420. Because the chart is summarizing the data and then applying the formula (25+45) * 12 / 2.
Is there any way to perform a calculation on child records and sum the results of that formula on a Parent?
Do I need to structure my data differently or put the formula somewhere else?
Stumped!
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