active projects trend graph

Question

I'm trying to create a stacked graph that will show all active projects per months (eg. last 6 months), where I would include following:
* all active projects 6 months ago,
* then all active projects 5 months ago (exclude closed ones and include new ones) and so on, but those projects should be in the aging group (i've already created a field for that).

I have project start date, and project close date fields, and I am trying to find the best solution for this.

Thank you in advance.

quickbasecoachd · Answer

My suggestion is to create a formula field to calculate the �Aging bucket�.  Then let that be the �Series� in your chart.  Nite that any particular project can only appear in one  �Aging bucket�.

nenadilic · Answer

Hi,&nbsp;aging is not the issue, I already have that one solved for the series, the problem is the X axis. That axes should present months, and the bars should show number of active projects in that specific month,&nbsp;Like in the chart bellow.I've resolved the part regarding project aging, the only problem I'm having is to set active projects in each month.

quickbasecoachd · Answer

The challenge will be that in Quick Base a Project can only appear in one spot on the chart. It can't for example span 3 months. You would need to run some kind of script or process to create individual records for each Project-Month Record.

kevino_boyle · Answer

You need to create a second table that contains a monthly snapshot of your active projects.  Use the table-to-table import function of Quickbase.  Include fields to filter on (I.e, status) and the field that will be the series in the stacked bar chart.  The date you do the import (your snapshot date) can be the x-axis in your stacked bar chart.

nenadilic · Answer

or some summary field where I would summarize project that started before some date, and have not ended by the same date.... but then I would have 6 separate summary fields.... maybe I can use that as a starter

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active projects trend graph

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