In addition to this, table A will be a child to table E (Summary Report Rows). There will be 12/13 total Summary Reports (table F; parent to table E), made up of about 168 table E records. To restate, the 168 records will be parents via 3 relationships to the Accounts (table A). There is 1 relationship per key/vital column in the Accounts table. These will be running calculations based on the summary field calculations in table A.
I'll leave it at this for the time being to see if anyone is able to take the time to respond.
At the end of the day, I've never built something with this many calculations and I'm not entirely sure on the order of operations for Quickbase when it comes to forms.
Regards,
Curtis
Curtis,
A different way to tackle it would be to use something like Tableau or PowerBi. Inside of those you can write real SQL expressions that are much faster than using the QB reports. It is also more difficult than QB, but there is always a trade off.
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A different way to tackle it would be to use something like Tableau or PowerBi. Inside of those you can write real SQL expressions that are much faster than using the QB reports. It is also more difficult than QB, but there is always a trade off.
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That would allow you to run your reports off the history table, and it would save you having to make so many different summary fields.
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A couple things that lead into this:
1. I need a snapshot of any given time for the current year, plus the prior full 3 years (36 months + current). SOX requirements.
2. How the Budget and Forecast data is generated balloons this a lot as well.
3. Lastly, these calculations on the Accounts table get pulled into the Summary Report field for reports such as: SEC Balance Sheet, YTD Budget Vs Actuals, FY Forecast Vs Budget, etc..
For Actuals I need:
- MTD xx (1 per month x 12 months x 4 years at most = 48 fields)
- YTD xx (48 fields again)
- QTD xx (48 fields again)
For Budget I need:
- MTD xx as of xx (12 per month x 12 months x 4 years = 576 fields)
- YTD xx as of xx (576 fields again)
- QTD xx as of xx (576 fields again)
- The \"xx as of xx\" is because we get a full year budget for every month of the year, so it will come with 12x as many values as Actuals.
For Forecast I need:
- Same as Budget, so 576 fields x 3
For AvB, AvF, and BvF I need:
- MTD comparisons
- YTD comparisons
- FY comparisons
- I haven't gotten an exact number, but it's any where from 1.5 to 2 times the fields required for the first 3 sections.
Then all of these fields need Rich Text visual adjustments. But I also need the capability to export the currency values since RT doesn't export very kindly.
In addition to all of this, comments will be associated with each Account, as well as each Summary Report Row.
Most of these things I believe is what disqualify my ability to use summary reports. Because it isn't just about displaying the data, but about interacting and snapshotting the data.
I'd love if there is another way around this, but I'm not feeling optimistic.
","body@stringLength":"1804","rawBody":"Hey Mark,
A couple things that lead into this:
1. I need a snapshot of any given time for the current year, plus the prior full 3 years (36 months + current). SOX requirements.
2. How the Budget and Forecast data is generated balloons this a lot as well.
3. Lastly, these calculations on the Accounts table get pulled into the Summary Report field for reports such as: SEC Balance Sheet, YTD Budget Vs Actuals, FY Forecast Vs Budget, etc..
For Actuals I need:
- MTD xx (1 per month x 12 months x 4 years at most = 48 fields)
- YTD xx (48 fields again)
- QTD xx (48 fields again)
For Budget I need:
- MTD xx as of xx (12 per month x 12 months x 4 years = 576 fields)
- YTD xx as of xx (576 fields again)
- QTD xx as of xx (576 fields again)
- The \"xx as of xx\" is because we get a full year budget for every month of the year, so it will come with 12x as many values as Actuals.
For Forecast I need:
- Same as Budget, so 576 fields x 3
For AvB, AvF, and BvF I need:
- MTD comparisons
- YTD comparisons
- FY comparisons
- I haven't gotten an exact number, but it's any where from 1.5 to 2 times the fields required for the first 3 sections.
Then all of these fields need Rich Text visual adjustments. But I also need the capability to export the currency values since RT doesn't export very kindly.
In addition to all of this, comments will be associated with each Account, as well as each Summary Report Row.
Most of these things I believe is what disqualify my ability to use summary reports. Because it isn't just about displaying the data, but about interacting and snapshotting the data.
I'd love if there is another way around this, but I'm not feeling optimistic.
","author":{"__ref":"User:user:41518"},"isEscalated":null,"postTime":"2025-03-12T12:34:43.956-07:00","solution":false,"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"repliesCount":2},"Revision:revision:90117_1":{"__typename":"Revision","id":"revision:90117_1","lastEditTime":"2025-03-12T13:17:46.446-07:00"},"QueryVariables:ReplyList:message:90117:1":{"__typename":"QueryVariables","id":"ReplyList:message:90117:1","value":{"id":"message:90117","first":10,"sorts":{"kudosSumWeight":{"direction":"DESC","order":0},"postTime":{"direction":"ASC","order":1}},"repliesFirst":3,"repliesFirstDepthThree":1,"repliesSorts":{"kudosSumWeight":{"direction":"DESC","order":0},"postTime":{"direction":"ASC","order":1}},"useAvatar":true,"useAuthorLogin":true,"useAuthorRank":true,"useBody":true,"useKudosCount":true,"useTimeToRead":false,"useMedia":false,"useReadOnlyIcon":false,"useRepliesCount":true,"useSearchSnippet":false,"useAcceptedSolutionButton":true,"useSolvedBadge":false,"useAttachments":false,"attachmentsFirst":5,"useTags":false,"useNodeAncestors":false,"useUserHoverCard":false,"useNodeHoverCard":false,"useModerationStatus":true,"usePreviewSubjectModal":false,"useMessageStatus":true}},"CachedAsset:text:en_US-components/community/NavbarDropdownToggle-1742314867000":{"__typename":"CachedAsset","id":"text:en_US-components/community/NavbarDropdownToggle-1742314867000","value":{"ariaLabelClosed":"Press 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Accept to continue or {url} it directly on the provider's site.","buttonTitle":"Accept","urlText":"watch"},"localOverride":false},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL","height":1084,"width":1085,"mimeType":"image/png"},"Rank:rank:29":{"__typename":"Rank","id":"rank:29","position":7,"name":"Qrew Legend","color":"2C9382","icon":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}"},"rankStyle":"FILLED"},"ModerationData:moderation_data:90119":{"__typename":"ModerationData","id":"moderation_data:90119","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:90119":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:12614"},"id":"message:90119","revisionNum":1,"uid":90119,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:90117"},"conversation":{"__ref":"Conversation:conversation:90093"},"subject":"Re: Calculation/Performance Limits Inquiry","moderationData":{"__ref":"ModerationData:moderation_data:90119"},"body":"Well, another approach might be to have a looping pipeline where you set say a focus year or maybe even a focus month and then you have a more limited number of summary calculated fields, which calculate for that focus year and then the pipeline will write those values into a static table. The pipeline would loop and call itself again to calculate values for the next focus year or month.
Then you wouldn't need so many summary fields, which would simplify the building process by not having to make all those crazy number of summary fields
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