Dashboard Widget - calculated columns based on a table? Looking for the best way to proceed.
Hi all.
I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on.
In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values.
Example: DATA
Market Class CloseDate $$Value
Pepsi 1/13/25 100.00
Coke 1/21/25 85.00
Fanta 6/1/25 200.00
Coke 3/20/25 150.00
Pepsi 2/12/25 60.00
I am looking to put a widget on the front page that shows something like the following:
Market Class 0 day 10 days 30 days 70 days 90 days Total
Pepsi 100.00 60.00 160.00
Coke 85.00 150.00 235.00
Fanta 200.00 200.00
Totals 100.00 85.00 60.00 150.00 200.00 595.00
Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame.
I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill.
I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.