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How do i calculate monthly balance for multiple product?

  • 1.  How do i calculate monthly balance for multiple product?

    Posted 13 days ago
    I work in a project delivery department
    The department source a few products from overseas and we use quickbase to facilitate the delivery and orders
    we currently extract all data into excel and use excel to report the products balance each month.
    we have been trying hard to find a solution within Quickbase to provide a live update  in graph format each time the product movement is updated/created
    below is a screen shot of the graph we try to achieve in Quickbase
    any help is much appreciated


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    Leon Wong
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  • 2.  RE: How do i calculate monthly balance for multiple product?

    Posted 11 days ago
    The graph that you're trying to create is certainly attainable in Quick Base, but I suspect your application is not setup to allow for it. Can you share more information about how your application table/relationship structure is laid out?

    ------------------------------
    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
    ------------------------------



  • 3.  RE: How do i calculate monthly balance for multiple product?

    Posted 11 days ago
    Hi Blake

    I am restructuring the APP (nothing has been setup yet) so that the team can get the above sample report on Quickbase
    I am able to get around using excel connection to download the usage into excel, formulate them and feed the numbers back into Quickbase in the above table format. However, this means the team can view this in live environment and this creates another manual process

    I have tried several times, the relationship i created is able to pick up the stock movement for each month (ie a month table that has many orders/movements) and i struggle to come up idea that is able to summarise the balance for each month for each product without potentially creating hundred of fields.

    We try to future proof this in the future as the department might source more products.

    appreciate your help

    thanks



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    Leon Wong
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  • 4.  RE: How do i calculate monthly balance for multiple product?

    Posted 11 days ago
    Well, you're going to need to create a more complex table structure within your application. If you need to be able to see the numbers for sales Per Product, Per Month, you will need something along these lines:

    Of course, this is a very simplified version, but with this structure, you would be able to do Summary fields of your sales numbers from the Line Item to the Product Month and then create the report from the Product Months table.


    ------------------------------
    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
    ------------------------------



  • 5.  RE: How do i calculate monthly balance for multiple product?

    Posted 10 days ago
    Thanks Blake. your flowchart and guidance have given me some ideas !!!
    manage to work out with less tables (not sure if this concept is similar to your thought process)

    what i did
    1. Product (master) connects to product movements (child)
    2. summarise monthly movement into Master table (12 new summary fields)
    3. Create accumulated fields for each month against each product in product table (another 11 new summary fields)
    4.create accumulated lookup fields in Product Movement table (child) for each month  (12 new lookup fields)
    5. create a formula field to workout the balance each record should pick up
    6. Month table (master) connects to Product movement table (child)
    7. Create average summary field for each product in month table

    i will then get the below table on Quickbase that calculates the accumulated usage in each month for each product which is identical to Excel


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    Leon Wong
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  • 6.  RE: How do i calculate monthly balance for multiple product?

    Posted 10 days ago
    While this will certainly work for you, I don't recommend it. This structure is not scalable and will require practically constant addition of new fields to accommodate new products, new months, etc. You've added tables, yes, but you're structure is still essentially flat.

    ------------------------------
    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
    ------------------------------