Forum Discussion
MarkShnier__You
Qrew Legend
6 years agoAutomations to the rescue. This used to be difficult to do later play or impossible but now it's super easy as 1,2,3
Step 1. Make a saved table to table import to copy from your source table which has your summary records that you want to snapshot into a static table
Step 2. Set up an automation to run that saved import say every Sunday.
Step 3. Y'ur done!
Now I'm not actually sure if you have a source record to use to copy into your static table but you should be able to create a record in day a new single record table which will summarize the number of open tasks or the number of test started or the number of test completed, whatever kind of stats you want onto that single record.
post back if you have trouble getting your various counts summarized onto a record.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Step 1. Make a saved table to table import to copy from your source table which has your summary records that you want to snapshot into a static table
Step 2. Set up an automation to run that saved import say every Sunday.
Step 3. Y'ur done!
Now I'm not actually sure if you have a source record to use to copy into your static table but you should be able to create a record in day a new single record table which will summarize the number of open tasks or the number of test started or the number of test completed, whatever kind of stats you want onto that single record.
post back if you have trouble getting your various counts summarized onto a record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
RyanFarrington1
6 years agoQrew Member
Thanks, but the problem I'm having is getting those counts summarized in one field. I can't get it to summarize all the tasks whose FirstDayOfWeek([Date Completed]) = the Scorecard Week Date.
The result I get when trying to do that only counts tasks whose FirstDayOfWeek([Date Completed]) = today's Date, which of course isn't going to work. The weird thing is that for Scorecard records that are over 2 weeks old, the data works OK, but not for the latest two Scorecard records. So the summary for Week 8/18/2019 is an accurate count, but for 8/25 and 8/31 return zero. That's if I set up the Tasks as children of the Week.
------Original Message------
Automations to the rescue. This used to be difficult to do later play or impossible but now it's super easy as 1,2,3
Step 1. Make a saved table to table import to copy from your source table which has your summary records that you want to snapshot into a static table
Step 2. Set up an automation to run that saved import say every Sunday.
Step 3. Y'ur done!
Now I'm not actually sure if you have a source record to use to copy into your static table but you should be able to create a record in day a new single record table which will summarize the number of open tasks or the number of test started or the number of test completed, whatever kind of stats you want onto that single record.
post back if you have trouble getting your various counts summarized onto a record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
- MarkShnier__You6 years ago
Qrew Legend
You should be able to to this to work without Automations.
Have a table of all the Sundays where the key field is the Sunday date field.
Make 1 relationship based on a reference field of the FirstDayOfWeek([date completed]). Then on that relationship count up the # completed in a Summary field.
Then make another relationship but this one will be based on FirstDayOfWeek([date started]). Then on that relationship count up the # started in a Summary field.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- RyanFarrington16 years agoQrew MemberThanks, that makes sense. I set this up to count the number of Signage Production Tasks completed in a week. Out of 7 records, the data summarizes correctly on 5 of them. On the current week and two weeks ago, the summary is 0.
Now let's click on the "0" summary for week 8-18-2019. The resulting report shows 60 records!
Customizing the report, we can see the parameters. It's summarizing Tasks whose Scorecard Period Based on Date Task Complete is equal to TODAY instead of the proper date of 8/18.
This date filter is true on drilldowns for any week, even the ones that correctly summarize the data (go figure). Why do 8/18 and 9/1 not show the data properly?
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Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
------------------------------- RyanFarrington16 years agoQrew MemberOkay, now 8/18 is showing up as 60 tasks. Current week is still 0. I guess so far, so good! I'll continue making some other summary fields. Thanks for your perspective, Mark.
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Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
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