Report fields as table fields
I have a date field called [Field Work Complete Date]. I have a multiple choice field called [Status]. I can build a report that shows me how many field work dates are not empty. I can also bui...
Forum Discussion
You can use Summary fields for this - to get the Task #s into the Project table, and then create a formula field in the Projects table.
1) Create the summary fields
- go to the relationship between Projects and Tasks
- on the left hand side, create the following Summary fields
a) [Total Tasks] - "count" of Tasks for that Project
b) [Tasks - Field Work Complete Yes] - "count" of Tasks where Field Work Date is not empty
c) [Tasks with Status of Ready for QC] - "count" of Tasks where Status = Ready for QC
2) Create the formula fields in the Projects table
- Now you have the components for your formulas
- in the Projects table, create the following Formula Numeric fields
a) [Tasks - Field Work Complete No] - formula: [Total Tasks] - [Tasks - Field Work Complete Yes]
b) [Tasks - Status Not Ready for QC] - formula: [Total Tasks] - [Tasks with Status of Ready for QC]
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This gives your summary numbers for the various Tasks numbers for that Project.
If you want to see "global" numbers, for "all" Total Tasks vs. "all" "Tasks - Field Work Complete", you can create a "Global" table and relate all Tasks to that Global record.
Or if the Projects table have a parent table - you can repeat this process to create summary numbers up to the parent table, and do your formula there.
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Online help for Summary Fields
https://help.quickbase.com/user-assistance/create_summary_field.html
1) Create the summary fields
- go to the relationship between Projects and Tasks
- on the left hand side, create the following Summary fields
a) [Total Tasks] - "count" of Tasks for that Project
b) [Tasks - Field Work Complete Yes] - "count" of Tasks where Field Work Date is not empty
c) [Tasks with Status of Ready for QC] - "count" of Tasks where Status = Ready for QC
2) Create the formula fields in the Projects table
- Now you have the components for your formulas
- in the Projects table, create the following Formula Numeric fields
a) [Tasks - Field Work Complete No] - formula: [Total Tasks] - [Tasks - Field Work Complete Yes]
b) [Tasks - Status Not Ready for QC] - formula: [Total Tasks] - [Tasks with Status of Ready for QC]
====
This gives your summary numbers for the various Tasks numbers for that Project.
If you want to see "global" numbers, for "all" Total Tasks vs. "all" "Tasks - Field Work Complete", you can create a "Global" table and relate all Tasks to that Global record.
Or if the Projects table have a parent table - you can repeat this process to create summary numbers up to the parent table, and do your formula there.
====
Online help for Summary Fields
https://help.quickbase.com/user-assistance/create_summary_field.html