Forum Discussion
MarkShnier__You
Qrew Legend
4 years agoI suggest that you turn your thinking upside down. Create a summary report on the child projects table and you will be able to group it by team member say down the page and then across the top you can have Date by week project completed and in the Cells will be the number of projects.
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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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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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ZanaSkenderi1
4 years agoQrew Member
thank you Mark, the challenge I am having is that I need to make a formula field that adds the project per team member in addition to 2 other variables. I have not been able to make a formula field in the child table that can add the number records in the child table plus the other variables in one field.
I tried Summary formulas in the reporting, but I cannot get all the fields to cooperate. but it works in the parent table.
This is the formula I am using but it is limiting to the time frame of the fields I am bringing over.
((([# of Chart Previous Week]+([Extensive Logged Report Types Previous Week]*0.1)+([Total # of No Info/Search Fee Previous Week]/[Quota Multiplier]))/[Previous Week Duration in Seconds])*3600)
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Zana S
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I tried Summary formulas in the reporting, but I cannot get all the fields to cooperate. but it works in the parent table.
This is the formula I am using but it is limiting to the time frame of the fields I am bringing over.
((([# of Chart Previous Week]+([Extensive Logged Report Types Previous Week]*0.1)+([Total # of No Info/Search Fee Previous Week]/[Quota Multiplier]))/[Previous Week Duration in Seconds])*3600)
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Zana S
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- MarkShnier__You4 years ago
Qrew Legend
If your calculations are all for children which are "during the previous week"., the you can make a summary field which counts children where a date field is During the Previous 1 week(s).
.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- ZanaSkenderi14 years agoQrew MemberHi,
That is exactly what I did, but I was trying to give my management team the ability to pull the totals at will for any dates without having to do a bunch of summary fields for specific time periods.
If it is not possible, understood, was just trying to find a workaround.
thank you so much for your help.
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Zana S
------------------------------- MichaelTamoush4 years agoQrew CaptainZana,
If I understand your goal correctly, I think this can be done with the new Dashboards. You would create a report with the amount (currency) field and whatever other fields you want, add the report to the Dashboard, then add a global filter.
Mark also has a creative way using a 'User Focus' table, but for this you would want to work with him offline and have him consult. I highly recommend his consulting services!
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Mike Tamoush
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