Forum Discussion

RyanFarrington1's avatar
RyanFarrington1
Qrew Member
6 years ago

Count of Tasks Started within a week to statically appear on another table's record

My company is trying to gather metrics on our projects in weekly records and save them in our Scorecard table. Scorecard records are called Weeks. We can create reports to produce the data and manua...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
You should be able to to this to work without Automations.

Have a table of all the Sundays where the key field is the Sunday date field.

Make 1 relationship based on a reference field of the FirstDayOfWeek([date completed]).  Then on that relationship count up the # completed in a Summary field.

Then make another relationship but this one will be based on FirstDayOfWeek([date started]). Then on that relationship count up the # started in a Summary field.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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RyanFarrington1's avatar
RyanFarrington1
Qrew Member
6 years ago
Thanks, that makes sense. I set this up to count the number of Signage Production Tasks completed in a week. Out of 7 records, the data summarizes correctly on 5 of them. On the current week and two weeks ago, the summary is 0.
Now let's click on the "0" summary for week 8-18-2019. The resulting report shows 60 records!


Customizing the report, we can see the parameters. It's summarizing Tasks whose Scorecard Period Based on Date Task Complete is equal to TODAY instead of the proper date of 8/18.




This date filter is true on drilldowns for any week, even the ones that correctly summarize the data (go figure). Why do 8/18 and 9/1 not show the data properly?


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Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
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  • RyanFarrington1's avatar
    RyanFarrington1
    Qrew Member
    6 years ago
    Okay, now 8/18 is showing up as 60 tasks. Current week is still 0. I guess so far, so good! I'll continue making some other summary fields. Thanks for your perspective, Mark.

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    Ryan Farrington
    Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
    rfarrington@experiencepinpoint.com
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      so all good now?

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
      ------------------------------
      • RyanFarrington's avatar
        RyanFarrington
        Qrew Member
        6 years ago
        Yes, thank you!

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        Ryan Farrington
        Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
        rfarrington@experiencepinpoint.com
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