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Calculate sum for date range

  • 1.  Calculate sum for date range

    Posted 11-30-2018 22:15
    I am tracking job backlog each week. Each week I have a list of backlog jobs. I need a way to compare how many jobs total are on the backlog list this week compared to last week. And I need it to be current so I can send the report to each area to track their progress i.e. are they gaining or losing every week. This was done in Excel previously but the person who tracked it is retiring so we're using Quickbase instead. Is there a formula or a way to calculate these numbers? Thank you.

  • 2.  RE: Calculate sum for date range

    Posted 11-30-2018 22:44
    HI, Steve -

    There are a couple of different ways to create a report that tracks progress on your backlog.  The easiest way is to use a Quick Base automation.  So,
    1. Create a new table called 'Backlog History.'
    2. Create fields in that table like job, hiring manager, date opened, status.  Include Jobs table Record ID as a field.
    3. Go to the Jobs table (or whereever backlog jobs are listed in Quick Base.
    4. Click Setting-->Automations-->New Automation
    5. Choose "On a Schedule" for the trigger
    6. Set the frequency.
    7. Click "Add Action"
    8. Select "Add Record"
    9. Select the fields you want to record in your history (eg Hirng Manager) and the corresponding field in the Jobs table.
    10. Run the automation.
    11. Create a summary report in the backlog table.  (See below for sample settings.)
    12. Test, refine and repeat.
    You can reach me at CloudBase Services if you have questions