Forum Discussion

PhelanSanders's avatar
PhelanSanders
Qrew Assistant Captain
6 years ago

Highlight or summarize data based on specific scenarios

Highlight or summarize data based on specific scenarios   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 t...
Formulas and functions
reports and charts
QuickBaseJunkie's avatar
QuickBaseJunkie
Icon for Qrew Legend rankQrew Legend
6 years ago

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.



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Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
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PhelanSanders's avatar
PhelanSanders
Qrew Assistant Captain
6 years ago
Thanks Sharon, 

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.

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Phelan (DHS) Sanders
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  • QuickBaseJunkie's avatar
    QuickBaseJunkie
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    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.

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    Sharon Faust (QuickBaseJunkie.com)
    Founder, Quick Base Junkie
    https://quickbasejunkie.com
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    • PhelanSanders's avatar
      PhelanSanders
      Qrew Assistant Captain
      6 years ago
      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;

       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



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      Phelan (DHS) Sanders
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        No problem,
        Make 5 formula numeric fields called 
        [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.



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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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