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kdanikdani 

Reporting help

Hope you can help.

 

We currently load invoices into Salesforce, using an onject called invoices and these are then linked to Accounts.

 

I am trying to run a report to show total invoice value for an account by quarter which I have done, but then I want to be able to compare quarter on quarter, month on month year on yr etc. So have a variance column in a report where Q4 spend - Q3 spend.

 

I am sure the answer is in a custom summary field somehow but can't work this in my head. As the data in the table is being pulled from the same field in Invoices and seperated by date, it is not as simple as subtracted one field from a another as the data is coming from the same field. Do I need to add an IF or CASE formaula in the custom summary field to get this?

 

K