Forum Discussion

M_A_Admin's avatar
M_A_Admin
Qrew Member
5 years ago

How do i calculate monthly balance for multiple product?

I work in a project delivery department The department source a few products from overseas and we use quickbase to facilitate the delivery and orders we currently extract all data into excel and use...
Relationships
reports and charts
BlakeHarrison's avatar
BlakeHarrison
Qrew Captain
5 years ago
The graph that you're trying to create is certainly attainable in Quick Base, but I suspect your application is not setup to allow for it. Can you share more information about how your application table/relationship structure is laid out?

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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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M_A_Admin's avatar
M_A_Admin
Qrew Member
5 years ago
Hi Blake

I am restructuring the APP (nothing has been setup yet) so that the team can get the above sample report on Quickbase
I am able to get around using excel connection to download the usage into excel, formulate them and feed the numbers back into Quickbase in the above table format. However, this means the team can view this in live environment and this creates another manual process

I have tried several times, the relationship i created is able to pick up the stock movement for each month (ie a month table that has many orders/movements) and i struggle to come up idea that is able to summarise the balance for each month for each product without potentially creating hundred of fields.

We try to future proof this in the future as the department might source more products.

appreciate your help

thanks



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Leon Wong
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