Forum Discussion

KevinGoltermann's avatar
KevinGoltermann
Qrew Member
6 years ago

Creating calendar report from Excel sheet. Help setting up

I am having trouble setting up my app. What I want to do is create a helpful calendar report that users can glance at and know exactly what is occurring during the week. 

I have an Excel sheet that users are using now that I want to import into QuickBase and use as the info that the calendar report is based off of. These event are usually recurring, ranging from everyday of the week to just one day per week. I will include a screenshot, but the dates and times are formatted in the Excel sheet in a way that is making it confusing for me to import.

Can anyone take a look and give me pointers in the right direction of how to import this so that I can set up these recurring events.

Let me know if I need to provide more information

Thanks in advance!
reports and charts
Tables and fields
  • CharlieMurawski's avatar
    CharlieMurawski
    Qrew Cadet
    6 years ago
    To achieve this natively you may be able to do this with a combination of automations post-import.


    My suggestion would be

    1. Import the records into a 'worker table' as-is, something like 'Calendar Staging Records'
    2. Automation 1: for each record imported where days <> 'Daily' (assuming these would all just be a single day) -- create a record in your main calendar table for that day/time (you can likely derive the correct date via a formula using some variables in your spreadsheet)
    3. Create a table called 'days' which has 5 records (mon-fri)
    3. Automation 2: for each record imported where days = 'daily' (assuming these would always be all 5 days of the workweek), create 5 records in your main calendar table using the copy records action (copying records from your days table) -- you could also just do 5 create record actions if that's easier/you dont see this becoming more dynamic in the future. To get the correct dates for your calendar, you can also do some formula magic -- OR add a 'week starting' column in your spreadsheet which might make life easier in that regard all around.

    sorry for the brief explanation; I hope that helps a bit, let me know if you have any questions!

    Charlie