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  • 1.  Decisions by Day Chart and Decision Date Field

    Posted 07-28-2021 09:55
    We don't want a summary table. We want a visible chart. We are trying to create a chart "Decisions by Day" to see how many loans each day our loan officers are decisioning. There are four "decision" fields - Approved Date, Denied Date, Suspended Date, and Approved With Conditions Date.

    We want the chart to show how many loans we are decisioning each day. I tried creating a field called "Decision Date" with If statements but it's not working. 

    In theory we were going to make it where if Approved Date = null, use Denied Date, if Denied Date is null, use Suspended Date, etc etc. 

    The Decision Date field would display any one of those 4 dates. How can we accomplish this? Thank you in advance!

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    Angelo Guariglia
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  • 2.  RE: Decisions by Day Chart and Decision Date Field

    Posted 07-28-2021 11:00
    Hello,

    You could try something like this for your Decision Date field that is a Formula - Date type:

    ToDate( List( " ; ",ToText([Approved Date),ToText([Approved With Conditions Date]),ToText([Denied Date]),ToText([Suspended Date])))

    It will take the first "decision" field that is not null in the list.

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    Chris Wheatley
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  • 3.  RE: Decisions by Day Chart and Decision Date Field

    Posted 07-28-2021 11:12
    I suggest making a formula date field

    Max(
    [Approved Date],  [Denied Date], [Suspended Date], [Approved With Conditions Date])


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 4.  RE: Decisions by Day Chart and Decision Date Field

    Posted 07-28-2021 11:16
    Mark's is much cleaner! Nice.

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    Chris Wheatley
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  • 5.  RE: Decisions by Day Chart and Decision Date Field

    Posted 07-28-2021 14:38
    Thank you both! Both solutions work great

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    Gelo
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  • 6.  RE: Decisions by Day Chart and Decision Date Field

    Posted 07-28-2021 14:37
    Thank you Chris and Mark! Both of those solutions worked like a charm

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    Gelo
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