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How to add in a total for Q1,Q2,Q3 & Q4 for Sales into a table?

  • 1.  How to add in a total for Q1,Q2,Q3 & Q4 for Sales into a table?

    Posted 06-18-2018 10:52


  • 2.  RE: How to add in a total for Q1,Q2,Q3 & Q4 for Sales into a table?

    Posted 06-18-2018 12:00
    Can you describe your current tables and their relationships?


  • 3.  RE: How to add in a total for Q1,Q2,Q3 & Q4 for Sales into a table?

    Posted 06-18-2018 12:17
    Hi, my knowledge on QB is extremely limited as I am new into this role. I would like to create a funnel visual on the total of 2019 "opportunities" based on their current status based on the probability of us winning the job by status -- hope that makes sense. P.S is there anyway that someone from QB could skype or webinar with me so I could learn how to do these things. Thanks!


  • 4.  RE: How to add in a total for Q1,Q2,Q3 & Q4 for Sales into a table?

    Posted 06-18-2018 12:51
    If the funnel report does not natively have the Dynamic filters or grouping that you want, you can make a formula text field to calculate the YYYY Qx value in the format like 2018Q1

    not tested but it would be like

    totext(year(my date field]))
    &
    case(Month([my date field],
    1, Q1,
    2, Q1,
    3, Q1,
    4, Q2,
    5, Q2,
    6, Q2,
    7, Q3,
    8, Q3,
    9, Q3,
    10, Q4,
    11, Q4,
    12, Q4)

    As for training resources, your best options are Quick Base University  https://university.quickbase.com/ as a free resource or there are Quick Base Solution providers (QSPs)  https://www.quickbase.com/partners/find-a-partner  like myself who offer one on one training and coaching - a person to contact when yo get stuck on a particular problem.  I can be reached via my website at QuickBaseCoach.com