8 Replies Latest reply on Apr 3, 2016 7:50 AM by tays01s

    Cumulative %


      I have a % field. I want to have another field showing the cumulative %, effectively recalculating the average of the % field with each added record. Seems an easy ask but I haven't fallen over how to do it yet!

        • 1. Re: Cumulative %

          Take a look at this example file. You can manage this using the Average() function and also using a Summary field. Remember percents are still just numbers. Weighted averages are available for Summary fields.


          The PercentAvg layout show the use in a portal with related records and the ListView layout shows using a list with sub summaries for the different parent records in this case.

          • 2. Re: Cumulative %


            Thanks. I was thinking more of having a cumulative field so that you can see the effect of each new record % on the cumulative %.


            BTW, I could only login as Guest, so I couldn't dissect the calcs/field types.

            • 3. Re: Cumulative %

              I think you want a summary field “Total (running)" and calculate the respective % from that value:


              value / totalValueRunning * 100

              • 4. Re: Cumulative %

                The running total gives the total of those records up to that point, not a cumulative total for each new record. I need to ponder this; it should be easy!

                • 5. Re: Cumulative %

                  tays01s wrote:

                  The running total gives the total of those records up to that point, not a cumulative total for each new record

                  Please explain the difference.

                  • 6. Re: Cumulative %

                    I'm not sure if you are looking for average percentages or cumulative percentages, but the attached shows both. The cumulative numbers are obtained by a relationship of your ID field > ID field. The adjusted number 1 takes the sum of the previous number 1's based on the relationship and adds the current number 1. Same for adjusted number 2. The cumulative percentage is adjusted number 1 / adjusted number 2. The summary fields in the header are just averages of the 2 percent fields.


                    Al Quimby

                    • 7. Re: Cumulative %

                      The guest account should have full access.

                      • 8. Re: Cumulative %

                        Allen, that solves the initial problem. But the 'Cumulative 2' TO in my solution will also have to limit records to those of the parent table to Cumulative. I'd thought having a Parent::ID = Cumulative::_parentFK or Cumulative::_parentFK = Cumulative 2::_parentFK as a 2nd criteria would correctly limit records, but neither does the trick.