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  • 1.  New App

    Posted 08-05-2022 17:54
    I would appreciate any suggestions on the best way to set up a new app to be able to create this simple table:

    Market Total Items MS 2 Items MS 3 Items
    Houston 17 16 4
    Indianapolis 22 0 0
    Atlanta 13 7 6
    Miami 0 0 0
    Los Angeles 0 8 10
    TOTAL 52 31 20

    Each market has multiple records which have any number of items in the 3 categories.  The different item types are summed to give the number shown above.

    It seems like a simple table, but I haven't been able to figure it out.  Please help!



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    Mike Sanders
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  • 2.  RE: New App
    Best Answer

    Posted 08-05-2022 18:07
    The items table should just have three fields for:
    • Market (multiple choice or lookup from a relationship) ,
    • Qty
    • Type (multiple choice if there are just a few choices).
    Then use a summary report to make your report.

    The config for the summary report is that group by Rows are Market and "group columns" by type.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: New App

    Posted 08-06-2022 13:37
    Thanks Mark!

    Mike





  • 4.  RE: New App

    Posted 08-09-2022 10:23
    Thanks Mark, is it possible to take the results of multiple summary tables and combine them into a single table?

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    Mike Sanders
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  • 5.  RE: New App

    Posted 08-09-2022 10:49
    If you mean that you have data and separate tables in an application then no it is very difficult to combine that information.
    Imagine if you had a spreadsheet with different tabs and each tab had completely different information in order to combine that becomes very tricky


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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 6.  RE: New App

    Posted 08-09-2022 11:09
    All of the data is in one table.  I need to sum one column (for 3 different milestone dates, depending on if they are empty or not) and then put those sums in a row for each of 5 cities.  I want the result in this format:

    Market Date 1 Date 2 Date 3
    Denver 17 16 4
    Boston 0 0 0
    Chicago 0 0 0
    Dover 0 0 0
    Evansville 0 0 0
    TOTAL 17 16 4

    I apologize for not explaining this very well.


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    Mike Sanders
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  • 7.  RE: New App

    Posted 08-09-2022 11:30
    Let me see if I can respond by tation, because I'm on a bicycle now.
    Are you saying that each record has three different milestone dates on it and hence the very same record head and dad getting summarized into any of those three columns?


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

    Posted 08-09-2022 11:40
    LOL, i think what you're saying is right.  Whenever there is a date in either of the 3 date fields, i want to add up the Items value and display the total, by market and show a total for all markets.

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    Mike Sanders
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  • 9.  RE: New App

    Posted 08-09-2022 11:41
    BTW, I'm happy to wait until you're finished.  I don't want to disturb a good ride!

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    Mike Sanders
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  • 10.  RE: New App

    Posted 08-09-2022 11:40
    On the other hand, if you were saying that it's record just has a single mile stone deep then just do a summary report to group Rose by city and then enable column grouping by milestone day.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 11.  RE: New App

    Posted 08-09-2022 11:46
    If you have a situation where one project record has three different milestones deep feels on the same record and that kind of reporting is important to you then you need to change the structure of your application.
    The correct structure for that would be one project as many mile stone dates. And your summary report would be on the mile stone dates table and the recording could be simple.
    If there are different types of milestone dates for example project started or construction started or sign off complete, then on the mile stone dates trial table there would be a tape filter identify what type of milestone date it was.


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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------



  • 12.  RE: New App

    Posted 08-09-2022 12:17
    It's 3 different fields with unique dates

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    Mike Sanders
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  • 13.  RE: New App

    Posted 08-09-2022 12:44
    Lunch stop now. So if that recording is important to you like I said you need to change your application design so you have a relationship where one project has many mile stone dates. Then you would run the report off the trial table of mile stone dates. Children of course can't get any look up field easily from the parents so you can look up anything else you need like the city down to the child to be able to use that field in your summary report.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------