Summary field Count distinct
I'm this is impossible for Quickbase....but I wanted to ask. I have a Parent Table (customers) and a child table (orders).... I want to see a which customers have placed an order in each month over...
Forum Discussion
This is possible.
But its tricky to set up.
To get a true accounting and summary of orders like this, you need to have a joined table with summary records.
So if you have 10 companies and you want to track each of them by month, you'll have to create 10x12=120 summary records to get the data.
You will need a months table, and your "Order Summaries" table that will have all the joined records.
There are more details to follow if this is the route you want to go.
(I'm sure somebody will suggest just making 12 summary fields and doing a rolling 12 month report, but that will only solve your immediate ask, and any future reporting will be stunted. I'd go the summary table route)
But its tricky to set up.
To get a true accounting and summary of orders like this, you need to have a joined table with summary records.
So if you have 10 companies and you want to track each of them by month, you'll have to create 10x12=120 summary records to get the data.
You will need a months table, and your "Order Summaries" table that will have all the joined records.
There are more details to follow if this is the route you want to go.
(I'm sure somebody will suggest just making 12 summary fields and doing a rolling 12 month report, but that will only solve your immediate ask, and any future reporting will be stunted. I'd go the summary table route)
True trend reporting.