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ChristineKirk's avatar
ChristineKirk
Qrew Trainee
2 years ago

Reports (Chart + Summary), & Notification Emails

Hello!
I have a few questions folding together at once here, and would love to know if anyone has any recommendations for me:

  • Is there a way to create a grouped bar chart displaying months together, to display year-over-year trends similar to what this person has here:
  • Similarly, is there a way to create a summary report that ALSO displays the months together, and not as their own lines in a table (that seems to be all I can achieve) - see crude screenshot here:
  • Last - Is there a way to set up notifications to email a visual chart (such as bullet #1)? It seems I am unable to do so, but can have a notification set up populating a table such as bullet #2. Ideally, I'd receive the chart in my email monthly.

The one thought that has occurred to me to solve for #s 1 & 2 are to create fields for Month, and Year, and have rules that will fire a change to those fields once the date has been filled in..... but that seems like a really convoluted workaround and I'm not even confident I could build charts with those new fields the way I'd like to.


Thank you! 


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Christine Kirk
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18 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger
    2 years ago
    I think the easiest way to do this is to make a new formula field to calculate the month number. 

    Month([my date field])

    Then for that summary report you would just have the Rows being the date grouped by Year and the columns being that calculated month number.

    The chart you should be able to set the Y axis as the Month # and then set the "Series" as the Year - you will probably need to create a calculated field for the Year like

    Year([my date field])  ​

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • ChristineKirk's avatar
      ChristineKirk
      Qrew Trainee
      2 years ago
      Thanks Mark! I have not used formula fields at all.... where's the best place to learn how to do this? I know how to create a field and use rules to throw the response as desired.... but have not yet unearthed formulas as a function!

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      Christine Kirk
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew #1 Challenger
        2 years ago
        @Sharon Faust a.k.a The Quickbase Junkie has a great set of training tools and she is a lively communicator.​  She puts out a bunch of free stuff and then sells others.  That is the best way to have fun while you learn and she is soooo enthusiastic about Quickbase.  (So am I,  in person, but she is on video!). 

        https://www.quickbasejunkie.com/

        The other source of training is Quickbase University, there is about a zillion short videos as you work through the different modules and you can learn that way but the presentation is a little more dry.  

        But just to answer the question about using the formula to calculate the Month number (ie from 1-12)  you would just create a new field where the type is formula numeric.

        The formula would be, for example.

        Month([my date field])

        The formula builder box does has a drop down that takes you to a list of functions with a little bit of help text but a better reference to bookmark is here.  https://login.quickbase.com/db/6ewwzuuj?a=tdhttps://login.quickbase.com/db/6ewwzuuj?a=td

        The functions are quite similar to Excel.

        Then there are many of us on this form that can help you with more tricky formulas.  Our motto is if you can say it we can do it. But you have to be able to say clearly what you want the formula to do.







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