Forum Discussion
IvanWeiss
Qrew Captain
I went ahead and did this and now have successfully the running total by year on my table. However, the next challenge is how to get it in a chart format. Since it is a running chart I only need the "maximum" value for each month.
So for example....
January I have (3) invoices
Invoice Date Invoice Amount Running Total
01-02-21 $15,000 $15,000
01-06-21 $10,000 $25,000
01-15-21 $5,000 $30,000
02-05-21 $10,000 $40,000
02-22-21 $5,000 $45,000
In this example I cannot do a SUM by month as that would return 70,000 for January. I need to grab the maximum record, the $30,000 and display that on a line chart for January. And add the maximum of February making it 45,000 in February
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Ivan Weiss
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So for example....
January I have (3) invoices
Invoice Date Invoice Amount Running Total
01-02-21 $15,000 $15,000
01-06-21 $10,000 $25,000
01-15-21 $5,000 $30,000
02-05-21 $10,000 $40,000
02-22-21 $5,000 $45,000
In this example I cannot do a SUM by month as that would return 70,000 for January. I need to grab the maximum record, the $30,000 and display that on a line chart for January. And add the maximum of February making it 45,000 in February
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Ivan Weiss
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MarkShnier__You
3 years agoQrew Legend
I suggest that you don not need to use Formula Queries for the chart. Try using a Waterfall Chart type.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- IvanWeiss3 years agoQrew Captain
Unfortunately waterfall isn't the right chart type. Currently I have a complicated set of relationships to try to do this and I thought I could simplify it a lot with formula queries but maybe not
- MarkShnier__You3 years agoQrew LegendI don't understand why a waterfall chart will not work. X axis = Invoice Date and Y is Sales.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- IvanWeiss3 years agoQrew Captain
Unless I am missing it in a waterfall chart you cannot compare to last year.
This is what I am trying to recreate in a much simpler way. Right now something that Quick Base changed broke my method for creating this report (which involved some imports, and related tables) so I need to fix it or rebuild in what I thought would be a simpler way.