Forum Discussion

BenGillihan's avatar
BenGillihan
Qrew Cadet
6 years ago

Save Daily Summary in new table

My question is similar to this one, but either my question is a little different or I can't figure it out:
https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=c0c28a60-ad19-4ad5-8504-80a53cb9490e&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer

I have a summary report for a table that shows total current backlog for each of our locations:

I would like to save these totals daily to another table so I can look at the backlog by location (the amount left to invoice) over time and see changes, trends, etc.

I believe the other forum post said to create another table and create a field for the total for each location but I can't figure out how to do create that field or link the tables together.   The record id is the key for the table that I am trying to summarize and I assume that table would be the child which I think makes this impossible.

Once the summary field is created I believe I would need to create an automation to post the summary field each day to another table to create a backlog history table.

I hope that makes sense.  If not, please let me know what questions you have.  Thanks in advance,

Ben


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Ben Gillihan
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reports and charts
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    Is the managing Location from a table of Managing Locations or is it a simple multiple choice field?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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    • BenGillihan's avatar
      BenGillihan
      Qrew Cadet
      6 years ago
      It is a simple multiple choice at this point.  



      ------Original Message------

      Is the managing Location from a table of Managing Locations or is it a simple multiple choice field?

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        OK, so all you need to do is to create a table of Locations and set the Key field to be the location name.. The go to that multiple choice field properties and copy the choices onto your clipboard.

        Then go to import / export for that Locations table and import from clip board and populate the same choices.

        Then make a relationship back to the details table based on that multiple choice field. One Location has many detail records.  The multiple choice field will now convert to be the reference field from that table.

        Then make a summary on the Locations table for your daily stats that you want to capture.
        The go to import / export and set up a saved table to table copy from locations to the stats table.  You may also need to create a formula date field in Locations for Yesterday as you will need to populate the date.

        Then lastly set up an Automation to run that saved table to table import every day.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        markshnier2@gmail.com
        ------------------------------