Highlight or summarize data based on specific scenarios

Question

Highlight or summarize data based on specific scenarios
&nbsp;
I have a cases table (Parent) and a contacts table(child). In the cases table I want to highlight/identify those cases that have any of the following types of contacts.
&nbsp;

[Outcome of Contact] = Successful, [Contact Type] = In the community (at least 4 instances within a given month)
[Outcome of Contact] = Successful, [Contact Type] = In the community (at least 3 instances within a given month) , [Contact Type] = Office (at least 1 instance within a given month)

&nbsp;
There is also a "Date of Contact" field within the contacts table that may or may not have ramifications to this request.------------------------------P------------------------------

quickbasejunkie · Answer

Hi Phelan!You can do this through the report settings. I've added a video from my site here that shows how to add a formula similar to what you've outlined to highlight report rows. NOTE: quick base has changed a bit since I made this video, but the formula option to color code is still there.
------------------------------Sharon Faust (QuickBaseJunkie.com)Founder, Quick Base Junkiehttps://quickbasejunkie.com------------------------------

phelansanders · Answer

Thanks Sharon,&nbsp;I am dealing with a parent table and want to summarize its child table "Contacts". I wont be able to use that formula type as the fields lie within the child table.------------------------------Phelan (DHS) Sanders------------------------------

quickbasejunkie · Answer

You should still be able to achieve this with the formula, but you'll need to add summary fields to your parent table that display the information from the child table that you're interested in. It's an extra step, but I'm not sure you can do what you're asking without it.

------------------------------
Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
------------------------------

phelansanders · Answer

Those fields would be numeric. For example, I want to know how many specific type contacts that has been made on the case by way of the client contacts table (child table) - I can do that easily, however, there are a number of different type of contact scenarios that i want counted within a given month such as;

&nbsp;Scenario (4 contacts in a month)
Outcome of contact
Contact Type 1
Contact Type 2
Contact Type 3
Contact Type 4

Scenario 1
Successful
In the Community
In the Community
In the Community
In the Community

Scenario 2
Successful
In the Community
In the Community
In the Community
Office

Scenario 3
Successful
In the Community
In the Community
Office
Office

Scenario 4
Successful
In the Community
Office
Office
Office

Scenario 5
Successful
Office
Office
Office
Office

------------------------------Phelan (DHS) Sanders------------------------------

markshnier__you · Answer

No problem,Make 5 formula numeric fields called&nbsp;[Scenario 1][Scenario 2][Scenario 3][Scenario 4][Scenario 5]Make a formula in each which will calculate to either a 0 or a 1.Then run a summary report to summarize the respective totals of each of those total of each of those 5 fields.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Highlight or summarize data based on specific scenarios

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