Formula based on current week
OK...so this may be lengthy so I apologize up front... I have one table Hours in which I import daily hours worked by reps by shift.
I have two tables that contain my two different kinds o...
Forum Discussion
Awesome...I think I am actually "getting this"....so, we can have the key field (concatenation) "created" every week for example since in the world of sales, reps come and go or would I need to add manually for new hires? What would be ideal is to have the concatenation created from Operators with status "active"...I totally understand what you are saying to do and how it will be done, but I am just unsure about setting conditional criteria on a concatenation field...I am a novice, but eager to learn and am actively doing the University, but I do apologize for repeated questions.
Thanks in advance.
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Kim Cameron
Admin/Sales
Vacation Tour & Travel
Conway AR
15013295434
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Thanks in advance.
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Kim Cameron
Admin/Sales
Vacation Tour & Travel
Conway AR
15013295434
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MarkShnier__You
Qrew Legend
Qrew LegendGood to hear you are making your way through to getting Certified. I would make a formula checkbox field on the Employee Weeks table called [Employee Week exists?]. The formula would be simply
true
So it will always be checked.
Then you will have made your concatenation formula such as
List("-", [Employee Name], FirstDayOfWeek([Date Worked])
Then you will have made the relationship based on that formula field being the reference field on the right side of the relationship between hours worked and Employee Weeks.
Then on that relationship lookup the value of [Employee Week exists?]
Now each hourly record knows if it is missing the require parent in Employee Weeks.
Make a summary report of hours based on Employee Weeks but filter it on where [Employee week exist?] is not checked.
Then use the more ... button to "copy these record to another table" and copy them to the employee weeks table.
so the not so automatic way of updating this table is to Subscribe yourself to that report to come say 5 days week and when you receive the subscription, run the report and copy the records across to that Employee weeks table.
There are ways to automate that but that can come later.
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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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true
So it will always be checked.
Then you will have made your concatenation formula such as
List("-", [Employee Name], FirstDayOfWeek([Date Worked])
Then you will have made the relationship based on that formula field being the reference field on the right side of the relationship between hours worked and Employee Weeks.
Then on that relationship lookup the value of [Employee Week exists?]
Now each hourly record knows if it is missing the require parent in Employee Weeks.
Make a summary report of hours based on Employee Weeks but filter it on where [Employee week exist?] is not checked.
Then use the more ... button to "copy these record to another table" and copy them to the employee weeks table.
so the not so automatic way of updating this table is to Subscribe yourself to that report to come say 5 days week and when you receive the subscription, run the report and copy the records across to that Employee weeks table.
There are ways to automate that but that can come later.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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