Report showing comparison for sales per month this year vs. last year
So I've hunted around and haven't been able to find an answer to this so far. I'd like to make a comparison so we can see how we're doing compared to last year. So I'd like to have a report where I ca...
This is easy to do with script. But your question is very broad without any reference to the desired report format, what is being aggregated or fields involved. Without regard to native QuickBase capabilities post a mockup of what you want the summary report (or chart) to look like and what fields are involved.
We list jobs as "opportunities" We track an "estimate $" and a "won value" - each with a corresponding date The opportunity has a "status" of "proposal" or "new", "lost," etc.
so what I'd like to do is total up the "won value" of all opportunities with a "won" status and an "won date" in the month of January 2018, and compare that to the opportunities in January 2019. (with the same criteria of won). The format of the report isn't critical, as long as it's easy to follow. I drew up how I'm visualizing it in my head, but I'm open to suggestion on this.
Where are you at so far in getting the summary totals up to those YYYYMM records? Did you create the YYYYMM table? Did you make the Relationship? Did you make the summary fields.
Contact me directly if you want assistance getting this set up
I appreciate that. I just don't understand how to use excel to load a table. It's something I've never even heard of before. I thought this wouldn't be this complex.
If you like you can hand enter the 12 records for 2018 for your testing and worry about 2019 later.
Just enter 12 records in the format 201801 201802 201803
An alternative that would be easier is to set the key field of the YYYYMM table to be a date field and then enter the date if the 1st if each month for the 12 months of 2018.
Then on the detail side of the relationship have a field called first day of the month and make the formula
Sorry to seem like an idiot, but I still don't get it. Am i making a table in QBase? Or am I making an excel spreadsheet? The data is there in QBase. Do I have to copy it out of QBase into excel just to get it back into Qbase?
