Can I Create a Graph (Or Perform Further Calculation) On the Summarized Results?
You cannot perform further calculation on the summarized results using the calculation/graph features. For example, you cannot calculate percentage of two summarized values in certain fields.
However, if you want to show the total sales amount and the achievement rate on the same screen, you can place fields for the sales amount, target amount, and achievement rate respectively on the form, and then calculate "sum" for the sales amount and the achievement rate and calculate "average" for the target amount.
In this case, it is recommended to select "Table" as a chart type, instead of "Bar chart". This is because it is going to be difficult to view the calculated achievement rate on the graph when the number of digits is hugely different between the calculated values in the achievement rate and the sales amount fields.
Examples of configurations are as follows.
First, place the following fields on the form of the app.
|Field Name||Field Code||Field Type|
|Contact Name||Contact_Name||User selection|
|Monthly Target Amount||Monthly_Target_Amount||Number|
|Sales Amount||Sales_Amount||Number||Achievement Rate||Achievement_Rate||Calculation - Formula: Sales_Amount / Monthly_Target_Amount * 100 - Unit of measure: % (Suffix)|
Configure a graph for calculation. You can specify any name for the graph.
Refer to "Creating Graphs"
|Group by||Level 1: "Date" "by the month" Level 2: "Contact Name"|
|Function||"Average" "Monthly Target Amount"
"Sum" "Sales Amount"
"Sum" "Achievement Rate"
|Sort By||"Level 1" "Ascending"|
Add the following records.
|Date||Contact Name||Monthly Target Amount||Sales Amount||Achievement Rate|
Check the summarized result.
Refer to "Summarizing"
|Date (by the month)||Contact Name||Average (Monthly Target Amount)||Sum (Sales Amount)||Sum (Achievement Rate)|
In this way, you can show the sales amount and achievement rate on the same screen.