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.
QuickBaseCoachD
8 years agoQrew Captain
Be sure to set the Key field of the months table to the YYYY-MM field.
On the relationship, be sure that you are using the field you created on the right aside of the relationship ie a formula field that calculates to YYYY-MM
Post back if you have dome both those things and yet its still not working.
On the relationship, be sure that you are using the field you created on the right aside of the relationship ie a formula field that calculates to YYYY-MM
Post back if you have dome both those things and yet its still not working.