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  • 1.  Charting Help

    Posted 17 days ago

    I need help with a best practice on charting information, using data entered monthly.  I will try and explain below...
    We have lots of data we track by monthly numbers.  I have setup a simple table to allow a user to simply input the total number of events for that month.  I would like to display these in a chart, based on FY, but don't really want the label to be 10-1-2023, as an example.  I would rather have Oct as the abbreviation.  I can't figure out how to do this and still be able to display in the correct chronological sequence.  If I just use month names, I can only get them to display in an incorrect order.  



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    Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
    IT Director City of New Braunfels
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  • 2.  RE: Charting Help

    Posted 17 days ago

    Best suggestion is to use MM/YY as your labels. So instead of 10-1-2023 you could do 10/23

    You need it as MM so that they go 01 - 02  - 03 etc



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    Chayce Duncan
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  • 3.  RE: Charting Help

    Posted 17 days ago

    So that would still be a text field, right?  I could do that, but would require I pre-populate that field with all the iterations of month and year.  Seems a little cumbersome.



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    Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
    IT Director City of New Braunfels
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  • 4.  RE: Charting Help

    Posted 17 days ago

    Have you tried simply having the report group the X axis by month as opposed to by Equal values.  Then it will read like OCT 2024.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Charting Help

    Posted 17 days ago

    Mark, I have, but can only do via month.  Month and FY are different fields.



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    Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
    IT Director City of New Braunfels
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  • 6.  RE: Charting Help

    Posted 17 days ago

    I would really like the ability to have the flexibiliy to be able to filter by month OR year.  i.e I want to see all October numbers across 5 years.  I want to then be able to see all months groups into a fiscal year, but in the FY order starting with Oct.  I can do this with a bunch of different fields, but again seems very cumbersome.



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    Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
    IT Director City of New Braunfels
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  • 7.  RE: Charting Help

    Posted 17 days ago

    OK. So the only way to do that is to cheat on the months name by making a new field called [Months Name Sorted].  This is an example assuming your fiscal year begins in October.

    var date MyDate = [insert your date field here];

    Case(Month($MyDate),
    1,"04-JAN",
    2,"05-FEB",
    3,"06-MAR",
    4,"07-APR",
    5,"08-MAY",
    6,"09-JUN",
    7,"10-JUL",
    8,"11-AUG",
    9,"12-SEP",
    10,"01-OCT",
    11,"02-NOV",
    12,"03-DEC")

    Then you will need to have another calculated field to calculate the fiscal year and include both of those in separate dynamic filters.  

    An example of a fiscal year calculation might be

    IF(Month([my date field])>=10,  Year([my date field])+1, Year([my date field]))

     ..  and mark it to be searchable (calculated numeric fields or numeric fields in general tend not to be searchable by default and they're therefore not eligible by default to be dynamic filters.)  



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 8.  RE: Charting Help

    Posted 16 days ago

    Mark, as always this works beautifully.  While not ideal, it works and that's what matters most.  I appreciate it.  On a side note...does QB have a yearly user conference?



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    Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
    IT Director City of New Braunfels
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  • 9.  RE: Charting Help

    Posted 16 days ago
    Edited by Mark Shnier (Your Quickbase Coach) 16 days ago

    QuickBase used to have amazing in person annual conferences.  They would fly in a lot of their key staff, and there would be customer testimonials, and a chance to be one on one in person with software engineers and Product Managers. It was also an opportunity to network with the extended ecosystem of Quickbase Solution Providers, (now, imho unfortunately) we are renamed, Quickbase Partners, who offer various add-ons and extensions to QuickBase, or  do contract programming or more complex integrations.   

    For me, not surprisingly,  it was the highlight of my year, and I would plan a trip to be in that part of the country to attend the conference and visit as a tourist whatever was worth visiting in that state.  The downside for a lot of potential attendees of course was the cost. If you wanted to stay on site at the fancy convention hotel, the rooms were going to be $400 plus per night plus airfare, plus the convention fee itself, so a lot of companies wouldn't pony up that cost for their employees to attend and of course, there are Quickbase users in other English-speaking countries which are further away with higher airfares.   

    Then we had that lovely pandemic and it short notice. Quickbase did an amazing turn on the first pandemic year because Covid hit in like March and they had a convention in June that was completely online. They replicated the look and feel of the Empower convention, but did it virtually.  

    Since then, Quickbase decided to redirect  their in person efforts more into regional smaller industry events, where a handful of selected top-tier Quickbase Partners get to exhibit and they tend to focus on the particular vertical, say the build industry, construction, and invite decision makers in, say, the construction business to come to the convention.   They feel that's a better way to get new potential customers to understand Quickbase.   As I can see you were rapidly coming to know, QuickBase has truly amazing capabilities, but it's a very hard sell to explain to Decision Makers who don't know what Quickbase is what it's capable of.

    There is an EMPOWER event on May 8th, so block that day in your calendar and they will announce details closer to the date.  It will be virtual, and we don't know yet if it will just be a 2 hour thing or a full day of content.  Ideally, at a minimum, they recap the main new features that were rolled out in the past year, but more importantly, lay out the Product Development roadmap for the next two or three years, so we can all understand what their priorities are. They have put out a "Call for Speakers" (meaning real customers talking about their real world use case successes), so that is a hopeful sign that they plan more than a two hour event this year.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 10.  RE: Charting Help

    Posted 16 days ago

    Just to share what I did on one of my monthly reporting tables, I have two fields that I use to graph by month.

    Date field, sorted by month on the graph: ToDate([Month #]&"-28-"&[Year]) ... so I am setting the date as the 28th for them all.

    Text field, sorted by equal values: 

    If([Month #]>9,
    " -."&ToText([Month #]),
    " - "&ToText([Month #])
    )

    ... where I inserted the period as a way to push the months of Oct-Dec to the right of the other months. I use this to chart FY, which is April to April.



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    David Jung
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