Cumulative Sales Line Chart
Hi everyone,
I reached out to Quick Base support but unfortunately got the most ridiculous no effort answer ever :(. So disappointed in that honestly as they are normally helpful. I assume checked...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendYou should sort the chart on the invoice date field grouping by month. Then the months will be in the correct sequence.
As for a cumulative report, you can use a waterfall chart type for that. It shows the step for each month and the steps cumulatively climb up. So that will give you both the months visually and the cumulatively for a single year.
Perhaps if you land the user on a Home Page with various charts you can get close to what you want all on one page.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Hi Mark, I looked at the waterfall as that of course looked soooo easy except it does not compare data.... I cannot put the previous year on the same chart against it. I need to run a comparison of two sets of data (2019 and 2020 for example)
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Ivan Weiss
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- MarkShnier__You
I have some thoughts as to how this might be possible, but I have have to work with you on a one on one basis to try to get this to work because the solution is fuzzy in my head. The solution would involve a table of dates Key field of the first of the month for all the possible months (loaded up using Excel). Then it would take 24 or 36 relationships depending on how far back you wanted to go. Contact me by email if you want to work on a one on one basis.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------Thanks Mark, let me see if I sorted it out first. I think I might actually have it leveraging what you showed me with the sales goals when we did that....
I created a field for the year based on the date of the invoice and made a Cumulative Sales Table. I created that relationship using the year as the reference field so it is auto populating that relationship now. That successfully has given me annual cumulative sales.
I created an import with an automation to grab those values on the last day of the month and copy the record to another table. It also populates the date of the import run (last day of the month). I believe, if my logic is correct, that means every month I am going to have a record on that table with the cumulative sales to date. I should be able to create a line chart based on that.
It will run for the first time on Dec 31st so we'll see how that works out.
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Ivan Weiss
------------------------------- MarkShnier__You
That is an interesting approach.
Sounds like that could work on a going forward basis but will not deal with your historical data if for example you're looking to track last year to date for the same month versus this year to date for the same months.
But you could always populate the last year to date values manually to get started.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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