Forum Discussion

Gelo's avatar
Gelo
Qrew Trainee
3 years ago

Decisions by Day Chart and Decision Date Field

We don't want a summary table. We want a visible chart. We are trying to create a chart "Decisions by Day" to see how many loans each day our loan officers are decisioning. There are four "decision" fields - Approved Date, Denied Date, Suspended Date, and Approved With Conditions Date.

We want the chart to show how many loans we are decisioning each day. I tried creating a field called "Decision Date" with If statements but it's not working. 

In theory we were going to make it where if Approved Date = null, use Denied Date, if Denied Date is null, use Suspended Date, etc etc. 

The Decision Date field would display any one of those 4 dates. How can we accomplish this? Thank you in advance!

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Angelo Guariglia
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5 Replies

  • Hello,

    You could try something like this for your Decision Date field that is a Formula - Date type:

    ToDate( List( " ; ",ToText([Approved Date),ToText([Approved With Conditions Date]),ToText([Denied Date]),ToText([Suspended Date])))

    It will take the first "decision" field that is not null in the list.

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    Chris Wheatley
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      I suggest making a formula date field

      Max(
      [Approved Date],  [Denied Date], [Suspended Date], [Approved With Conditions Date])


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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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      • ChristopherWhea's avatar
        ChristopherWhea
        Qrew Cadet
        Mark's is much cleaner! Nice.

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        Chris Wheatley
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  • Gelo's avatar
    Gelo
    Qrew Trainee
    Thank you Chris and Mark! Both of those solutions worked like a charm

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    Gelo
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