Forum Discussion
EverettPatterso
6 years agoQrew Captain
Like this?
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Everett Patterson
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Everett Patterson
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Lightning0114
6 years agoQrew Cadet
Hello. 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
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Ma. Isabel Gumanid
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- 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
------------------------------- MarkShnier__You6 years ago
Qrew Legend
At this time summary reports are not able to do calculations based on the values on the summary report. In other words you can't do calculations based on columns on the summary report.If you really do want to do that then it gets more complicated.You would need to set up a new table where the key to the record is the say hyphenated concatenation of the employee name and the date. You would need to have an automation to maintain that as new records get added and then do summary fields up to that record and then you would be able to do your calculation there.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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