Statistical values on a report based on numerical fields
Requirement
Display the common statistical results on the reports for the numerical fields in a form,
to
help in identifying trends and decision-making process.
Use Case
In any sales-based
business, crunching numbers is a big task. An order management application has two forms,
Employee
and
Order.
The Employee
form holds the details of the employees and sales agents working for the business,
and
the Order
form holds the order details. An administrator wants to find the total, average, minimum and maximum sales performance of an agent, which will help to decide on sales, marketing and restocking.
Steps to follow
Form | Form Link Name | Field Type | Field Name | Field Link Name |
Employee | Employee | Name | Employee Name | Employee_Name |
Email | Email | Email | ||
Order | Order | Date | Order Date | Order_Date |
Lookup (Employee) | Sales Owner | Employee | ||
Currency | Total Amount | Total_Amount | ||
Subform
| Order Details
| Order_Details
|
3. Open
Report Properties. Under the
Filter
section, add
a filter to
Monthly Orders to show only the orders of this month:
5. Under the
Design
pane for the
Monthly Sales report, under Quick View, select the first layout.
6. Under Configure Fields, click on the
Total Amount
field. Select the
Total,
Average,
Min,
and
Max
toggle boxes.
This will display the sales done every month by the agents and display their total, average, minimum,
and maximum sales.
See how it works
Points to note
-
Grouping and Sorting can be done directly on the report. Mouse over the column header in the report and click the drop - down menu next to each field name for the list of options. Select the Group or Sort option as per the requirement, and also specify if the records must be in an ascending or descending order.
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