Forum Discussion
Lightning0114
6 years agoQrew Cadet
Thank you for this.
Sorry, just to make it clear, I actually need to look at the "Effective Date Calculated" field which we enter data manually into. So, we have records with Effective Date Calculated that looks on a weekly basis like on 9/23/19, 9/30/19, 10/07/19 and so on. I need to look at the ones with same Effective Date Calculated then get the average of Daily Quality Score per Agent and show on the Weekly Quality Score column where in the example I showed with 09/30/19 as Effective Date Calculated then with scores ([(94.44 + 100)/2]=97.22), it should show 97.22. I will do the same thing for Daily Attendance by looking at same Effective Date Calculated then get the average of Daily Attendance per Agent and show on the Weekly Attendance column. Hope that makes sense.
In this case, do I need to follow steps 3 and 5 from what you sent? I tried importing data to the table I created called Weeks (step 1) with fields (Project Name, Effective Date Calculated, ID, Daily Quality Score, Daily Attendance) similar to the way we import to Badge table but it needs the merge field Week Start. Am I missing something? Again, I manually import data that's only based on the start of week 9/23/19, 9/30/19, 10/07/19...
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Ma. Isabel Gumanid
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Sorry, just to make it clear, I actually need to look at the "Effective Date Calculated" field which we enter data manually into. So, we have records with Effective Date Calculated that looks on a weekly basis like on 9/23/19, 9/30/19, 10/07/19 and so on. I need to look at the ones with same Effective Date Calculated then get the average of Daily Quality Score per Agent and show on the Weekly Quality Score column where in the example I showed with 09/30/19 as Effective Date Calculated then with scores ([(94.44 + 100)/2]=97.22), it should show 97.22. I will do the same thing for Daily Attendance by looking at same Effective Date Calculated then get the average of Daily Attendance per Agent and show on the Weekly Attendance column. Hope that makes sense.
In this case, do I need to follow steps 3 and 5 from what you sent? I tried importing data to the table I created called Weeks (step 1) with fields (Project Name, Effective Date Calculated, ID, Daily Quality Score, Daily Attendance) similar to the way we import to Badge table but it needs the merge field Week Start. Am I missing something? Again, I manually import data that's only based on the start of week 9/23/19, 9/30/19, 10/07/19...
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Ma. Isabel Gumanid
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EverettPatterso
6 years agoQrew Captain
Like this?
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Everett Patterson
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Everett Patterson
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- Lightning01146 years agoQrew CadetYes but 97.22% should not be showing on the last 5 rows under Weekly Quality Score as there were no data for the last 5 rows under Daily Quality Score.
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Ma. Isabel Gumanid
------------------------------ - Lightning01146 years agoQrew CadetHello. Is it possible to just have in the formula field Weekly Quality Score the formula to compute for the average of Daily Quality Score per Agent per Effective Date Calculated without having to set up another table?
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Ma. Isabel Gumanid
------------------------------- MarkShnier__You6 years ago
Qrew Legend
I suggest trying a summary report type by Effective Calculated Date by Agent and filtering out any invalid data.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- Lightning01146 years agoQrew CadetIndeed, I needed to create a summary report to get the average Quality score per Agent and per week. As you can see below, for week of 9/30/19, the weekly average score is 97.22%. The next thing to do is to have another column in that summary report which is a formula field (Badge Name) that compares that average value (97.22%) to another field and then display the corresponding badge name. How do we refer to that average value from the summary report in this formula field? Here is a sample formula:
Field name: Badge Name
Formula:
If([Quality Score(avg)]>=[Quality Benchmark],"Excellent Quality Score"
which means to say
If(97.22%>=95%,"Excellent Quality Score"
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Ma. Isabel Gumanid
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