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
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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