Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
One method is to create at table of dates, called Months, by importing a sheet from Excel of a long range of YYYY-MM's which represents each month in a text format like 2017-1 (or 2017-01 if you think that reads easier).
Set the Key field of that table to be the YYYY-MM field.
On the child tables of Opps and Leads, make a field of YYYY-MM.
List("-", ToText(Year([lead date])), Right("0" & Month([Lead date]),2))
Then make a relationship back to the Months Table and make a summary field of the # of leads that month. Then repeat for Opps.
Set the Key field of that table to be the YYYY-MM field.
On the child tables of Opps and Leads, make a field of YYYY-MM.
List("-", ToText(Year([lead date])), Right("0" & Month([Lead date]),2))
Then make a relationship back to the Months Table and make a summary field of the # of leads that month. Then repeat for Opps.
EvanBohan
8 years agoQrew Cadet
Thank you for your response.
I have the Table Month and I have the Text formula for the 2017-01 on Leads and Opps.
I related One Month to many leads.
I am having trouble getting the # of leads that month to work.
I think I just need a little more explanation.
Thank you!
I have the Table Month and I have the Text formula for the 2017-01 on Leads and Opps.
I related One Month to many leads.
I am having trouble getting the # of leads that month to work.
I think I just need a little more explanation.
Thank you!