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MichaelBretton's avatar
MichaelBretton
Qrew Member
5 years ago

Using data from multiple tables in reports

Hi QuickBase community - This is likely a very simple query but one which I can't work out as yet so instead of pulling my hair out anymore I decided to put it to you :)

  • I have a table called 'Deployment Tracking' which is a list of every deployment we have done and some detail around it
  • I have a table which is a Connected Table from Salesforce, which gives the lists of different customers we have (eg Brand A - retail, US, Enterprise and then Brand B - construction, CA, SME
  • One of the fields in the Connected Table that I use to identify the brands is 'Tier' - This is a grouping like Tier 1, Tier 2, Tier 3 etc 

In our business we are targeted that for each customer/brand that is Tier 1-3 that we do a deployment for by the end of the year - What I want to do is to have a report (presumably a ratio visual) which shows what % of the total number of customers/brands in Tiers 1-3 have a deployment for them.  At the moment I can see the number of deployments by customers/brands in Tiers 1-3 but I can't contextualize that against the total number of customers/brands in that Tier 1-3 status.

Could you let me know how you would go about doing this?

(Hope that was clear - happy to answer any Qs or provide screenshots etc)

Thanks

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reports and charts
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    You will need to have a Parent table called Brand Tiers.  It needs to have every combination possible of Brands and Tiers.

    The Key field needs to be a text field which is the concatenation, say hyphen delimited concatenation,  of the Brand and the Tier.   There are ways to make this easier to maintain but I can't really tell how many different brands you have so I don't know how difficult this is to maintain manually.   If I read your post literally you only have two brands. 

    Then you  can make a relationship to the Customer Sync table to summarize the total counts of customers in each bucket, and the also a relationship to deployments to count the deployments.

    Each child table will have a formula reference field to calculate the [Brand -Tier] value as the retrench field value to the Parent table.

     The percentage calculation will be done up on the Brand Tier table.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • MichaelBretton's avatar
      MichaelBretton
      Qrew Member
      5 years ago
      Hi Mark,

      Oof! That sounded slightly more complicated than I thought..

      I have 182 brands sitting in Tiers 1-3 which would be where I want to see which of those have deployments.

      Is there a simpler way to do it based on that volume?

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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        There are automated ways to maintain the table.  

        You can initiate the table manually, using excel or via a summary report exported to that table.

        For ongoing maintenance, you can set up an Automation to create a new parent whenever an orphan deployment is created.

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