Hello!I have a few questions folding together at once here, and would love to know if anyone has any recommendations for me: Is there a way to create a grouped bar chart displaying months together, to display year-over-year trends similar to what this person has here: Similarly, is there a way to create a summary report that ALSO displays the months together, and not as their own lines in a table (that seems to be all I can achieve) - see crude screenshot here: Last - Is there a way to set up notifications to email a visual chart (such as bullet #1)? It seems I am unable to do so, but can have a notification set up populating a table such as bullet #2. Ideally, I'd receive the chart in my email monthly. The one thought that has occurred to me to solve for #s 1 & 2 are to create fields for Month, and Year, and have rules that will fire a change to those fields once the date has been filled in..... but that seems like a really convoluted workaround and I'm not even confident I could build charts with those new fields the way I'd like to.Thank you! ------------------------------Christine Kirk------------------------------

Thank you Sharon! Very helpful!Thank you also Mark! Yes, I agree. I work in telehealth, and previously we were with a startup company. About 95% of the company was male, and I would say 100% of our dev team.It's funny, I knew I loved QB the second I completed the QB university. I excelled at logic and have a passion for that kind of thinking, and am now finding that my forte is in kind of systems thinking. You do cross over all of the various elements and how they fold together. I'm fortunate to have had a career change with the pandemic, and with that, a promotion to the director of operations for our program, so have had the wonderful career fortune/opportunity to be in the driver's seat to rebuild this. Now, other programs within our division are seeking me out to help build/refine some of their QB elements, which is something I generally enjoy. Within 3 months, I've learned so much, and am looking forward to continue to learn more. I think you hit it on the head that to excel, you kind of have to understand how elements tie together + understand workflows + understand that you're building a program that has the structure baked in, and that's what this resource is really useful for.------------------------------Christine Kirk------------------------------

I am back and still struggling a touch. @Sharon Faust - your instructional is very helpful. It's continuing to kick back syntax errors at me because our dates field is a date/time. and expects date only.I tried adjusting to date created, but that's also date/time. But also..... we imported several historic records, so date created wouldn't be accurate anyway.Any suggestions from here?------------------------------Christine Kirk------------------------------

ie....... Month(ToDate([my date/time field]))------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

I think the easiest way to do this is to make a new formula field to calculate the month number. Month([my date field])Then for that summary report you would just have the Rows being the date grouped by Year and the columns being that calculated month number.The chart you should be able to set the Y axis as the Month # and then set the "Series" as the Year - you will probably need to create a calculated field for the Year like Year([my date field]) ------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

Thanks Mark! I have not used formula fields at all.... where's the best place to learn how to do this? I know how to create a field and use rules to throw the response as desired.... but have not yet unearthed formulas as a function!------------------------------Christine Kirk------------------------------

Reports (Chart + Summary), & Notification Emails

18 Replies

MarkShnier__You
Qrew Legend
2 years ago
I think the easiest way to do this is to make a new formula field to calculate the month number.

Month([my date field])

Then for that summary report you would just have the Rows being the date grouped by Year and the columns being that calculated month number.

The chart you should be able to set the Y axis as the Month # and then set the "Series" as the Year - you will probably need to create a calculated field for the Year like

Year([my date field])

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
- ChristineKirk
  Qrew Cadet
  2 years ago
  Thanks Mark! I have not used formula fields at all.... where's the best place to learn how to do this? I know how to create a field and use rules to throw the response as desired.... but have not yet unearthed formulas as a function!
  
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  Christine Kirk
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  - MarkShnier__You
    Qrew Legend
    2 years ago
    @Sharon Faust a.k.a The Quickbase Junkie has a great set of training tools and she is a lively communicator. She puts out a bunch of free stuff and then sells others. That is the best way to have fun while you learn and she is soooo enthusiastic about Quickbase. (So am I, in person, but she is on video!).
    
    https://www.quickbasejunkie.com/
    
    The other source of training is Quickbase University, there is about a zillion short videos as you work through the different modules and you can learn that way but the presentation is a little more dry.
    
    But just to answer the question about using the formula to calculate the Month number (ie from 1-12) you would just create a new field where the type is formula numeric.
    
    The formula would be, for example.
    
    Month([my date field])
    
    The formula builder box does has a drop down that takes you to a list of functions with a little bit of help text but a better reference to bookmark is here. https://login.quickbase.com/db/6ewwzuuj?a=tdhttps://login.quickbase.com/db/6ewwzuuj?a=td
    
    The functions are quite similar to Excel.
    
    Then there are many of us on this form that can help you with more tricky formulas. Our motto is if you can say it we can do it. But you have to be able to say clearly what you want the formula to do.
    
    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------

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Reports (Chart + Summary), & Notification Emails