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Running Tally formula in a report
Ok, so the end goal I have is a chart showing the % changes from a start position over time from a starting position so:
Jan 1st 800
Jan 2nd 837 +4.6%
Jan 3rd 783 -2.1%
Jan 4th 845 +5.6%
Jan 5th 847 +5.9% ... and so forth
I could then plot these values cumulatively to show the %change from the original value over time
The problem is that the PREVGROUPVAL only allows you to look 12 steps back which is great for month by month summaries but I was wanting a lot more than that so that I could do a day by day movement and chart it on a rolling 90-day basis. If these weren't percentages, you could just use the day-to-day change and plot them cumulatively but I'd rather show the percentages so that I can compare equally between people. That means I need to be able to reference the earliest row in the summary report
I was sort of thinking you could do it by seperating the first row off with a TRUE/FALSE field and then bringing the previous Parent function into the formula but I don't think you can do that sort of formula-based split in the reports (I can't see Date as a summary field to use in a formula). I could set it to update as an APEX job schduled to run each day but I'd rather check whether I can do it in the report via formulas before I set off on that route unnecessarily?
http://help.salesforce.com/apex/HTViewHelpDoc?id=data_about_analytic_snap.htm
HTH