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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!
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