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OnCloud9OnCloud9 

Average roll ups of child objects

Hello Cloud Experts!  I have a situation and can't seem to find the answer.

 

I have a parent & child object (many childs to parent possible via related list).  On the child record, I'm capturing information like:

 

-Start Date

-End Date

-Monthly Payment

 

On any given parent record, I would like to capture the last 12 month's average payment.  I could do this via roll up summary fields (sum/count) but the problem I have is:  I may not have the last consecutive 12 months worth of data.

 

For example, 

 

Scenario 1) Today is June 2011, I would like to see the average of the latest data set I have (June 2010 --> June 2011).   This is doable with roll up summary fields & date filters.

 

Secnario 2) Today is June 2011, but the last 12 months worth of data I have is from (February 2010 --> Feb 2011).  How do I calculate this?  Almost like a rolling/moving 12 month average.  

 

Any creative approach to this? 

 

Thanks in advance for your time and help.  Cheers!

 

 

dotnet developedotnet develope

Hi,

 

Solution for your requirement

 

1)

      a) Define a rollup summary field on parent object

      b) Use sum operation on it.

 

2) Define a formula field on the parent object.

    call the rollup summary field  divided by 12 months.

 

i hope this will help