Hello Sugar lovers!
We're trying to provide enriched info on our customer's records. Ex. win rates, etc. Since the reporting engine 1) cannot make calculations on sums (ex. win rate) and 2) still cannot show contextual reports in the sidebar, we're playing with calculated fields.
This works relatively well, except when we are trying to create rollup conditions based on dates, for instance win rate for the current year or for the last 365 days. AFAIK there is no way to use "greater than" or "smaller than" in conditional rollups (sum/count)?
Our current approach is to create a calculated field on the children records that saves the year for the target field and do the condition on that. But that's yet another calculated field and we are wary of the impact on specs.
What is your approach for this?
