Forum Discussion

ChristineK's avatar
ChristineK
Qrew Cadet
3 years ago

Reports (Chart + Summary), & Notification Emails

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 tog...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 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])  ​

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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ChristineK's avatar
ChristineK
Qrew Cadet
3 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's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 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.







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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • ChristineK's avatar
      ChristineK
      Qrew Cadet
      3 years ago
      Thank you, thank you!! I was working with a Formula - Date field, which is why I keep getting syntax errors I imagine.

      Very much appreciated on all of the above! I am also quite enthusiastic about QB. Having transitioned our program from a subcontractor company to our existing company, rebuilding our program from the ground up with QB as the new added tool, it has been an amazing experience; in three months' time, I've learned so much about QB, and built an incredibly powerful platform for the program we run. Honestly, I'm inspired to the max and would love to continue in this exact direction for the rest of my career :). I've found QB Junkie for a few things - there's so much nuance, sometimes it's tough to find a video on the exact thing you're looking for.

      Anyway - much appreciated!

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      Christine Kirk
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        3 years ago
        Re: Career.
        A couple of observations. In the global world of programmers I think the statistics show that it's about 90% male. But in the universe of Quickbase developers it's pretty much 50/50.  An important part about being successful with QuickBase is not only the technical side but also really understanding the user's needs. I personally feel that maybe women have a softer side to them and have more empathy for the users or maybe are better listeners or maybe are just more detail oriented, or maybe that the platform is just more approachable ... not sure why, but its 50-50.  

        Also Quickbase can be a really great career path in a company. Often there is almost no one at a company that understands the whole corporate workflow. When you are Quickbase developer do you typically get to cross all the corporate boundaries between sales and marketing and operations and finance and accounting and you may be the only one who really understands how all the pieces fit together. So it can actually be quite a great career path within a company as you also end up being the person that can fix everyone else's problems.  So everyone will love you.

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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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