Forum Discussion
ZanaSkenderi1
Qrew Member
Hi,
yes that is correct one team member has many projects. in the child table for Projects I do have a completed date and time and that is what I want to bring over. I want to be able to report projects by time frame for the team member, but seems I can only summarize the fields by time frame, I have not found a way to bring everything over and then create reporting in the parents table so I can filter by timeframe.
hope this makes sense.
thank you
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Zana S
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yes that is correct one team member has many projects. in the child table for Projects I do have a completed date and time and that is what I want to bring over. I want to be able to report projects by time frame for the team member, but seems I can only summarize the fields by time frame, I have not found a way to bring everything over and then create reporting in the parents table so I can filter by timeframe.
hope this makes sense.
thank you
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Zana S
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MarkShnier__You
4 years agoQrew Legend
I suggest that you turn your thinking upside down. Create a summary report on the child projects table and you will be able to group it by team member say down the page and then across the top you can have Date by week project completed and in the Cells will be the number of projects.
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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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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- ZanaSkenderi14 years agoQrew Memberthank you Mark, the challenge I am having is that I need to make a formula field that adds the project per team member in addition to 2 other variables. I have not been able to make a formula field in the child table that can add the number records in the child table plus the other variables in one field.
I tried Summary formulas in the reporting, but I cannot get all the fields to cooperate. but it works in the parent table.
This is the formula I am using but it is limiting to the time frame of the fields I am bringing over.
((([# of Chart Previous Week]+([Extensive Logged Report Types Previous Week]*0.1)+([Total # of No Info/Search Fee Previous Week]/[Quota Multiplier]))/[Previous Week Duration in Seconds])*3600)
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Zana S
------------------------------- MarkShnier__You4 years agoQrew LegendIf your calculations are all for children which are "during the previous week"., the you can make a summary field which counts children where a date field is During the Previous 1 week(s).
.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- ZanaSkenderi14 years agoQrew MemberHi,
That is exactly what I did, but I was trying to give my management team the ability to pull the totals at will for any dates without having to do a bunch of summary fields for specific time periods.
If it is not possible, understood, was just trying to find a workaround.
thank you so much for your help.
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Zana S
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