Charting Help
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 ...
Forum Discussion
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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- MarkShnier__You
Qrew Legend
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
------------------------------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
------------------------------- MarkShnier__You
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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