Forum Discussion

EvanBohan's avatar
EvanBohan
Qrew Cadet
8 years ago

Reporting across multiple tables using date range?

I have two tables: Leads and Opportunities. Leads turn into Opportunities.  I have a need to track the number of leads vs opportunities in a report for a given time period. Looking for conversion ra...
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
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.
EvanBohan's avatar
EvanBohan
Qrew Cadet
8 years ago
Key field on months table is set to YYYY-MM and made sure my YYYY-MM formula was the reference field for the relationship.

When I try to created the summary field, I get an Error message:
"Error
We are sorry -- at this time, you cannot use this formula and have a summary field using this relationship.