YOY % of This Year and Last Year
Anyone have an idea how to show (calculate) a YOY % change from 2019 to 2020 for each Heading (e.g AGHM) in this Summary Report?
------------------------------ George Bramhall ----------...
Forum Discussion
This occured to me but I would have to create a formula field to be the year in the child table and QB does not allow summary fields where a formula field is used as a reference field.
Also when you say circular relationships are you saying
Parent Child
Table1 -> Table 2 for Current Year
and
Table 2 -> Table 1 for Prior Year Comparison
------------------------------
George Bramhall
------------------------------
Also when you say circular relationships are you saying
Parent Child
Table1 -> Table 2 for Current Year
and
Table 2 -> Table 1 for Prior Year Comparison
------------------------------
George Bramhall
------------------------------
George -
For the structure, I see it as this:
Years < Projects
Years can have many Projects - or whatever you're measuring
Years < Years
This is a circular relationship where the same table is the Parent and Child. While this would allow for the possibility of having 1 Year with multiple Child Years underneath it, you would never really have that as you would want to set this reference field as the 'Prior Year'
One note on this, for the Years table, set the Year field as the key for that table.
Regarding your concern about needing to use a formula field for the Year in the Child table, you are correct in that this can cause trouble if you use the formula field as the reference field. To get around this, you would still create a formula field, but call it 'Year Formula' or something like that. Your 'Year' field would then just be the standard reference field and you could use a Form Rule or an Action or Automation to move the value of the Formula field to the Reference field.
|
| Blake Harrison Owner / Quick Base Solution Architect Phone / SMS: 404.800.1702 |
| |
|
- Hi Blake,
Your response was very helpful, but a lot of work to get this report. You can see why users use Tableau or PowerBI for their reporting out of Quick Base.
------------------------------
George Bramhall
------------------------------- Blake,
So If I am measuring total shipped for each product I have to make a summary field for total shipped for each product and I have to remember to add a summary field when I have a new product?
GB
------------------------------
George Bramhall
------------------------------- George -
To accurately answer your question, I would need to know a little more about your application structure. If you'd like, I'd be happy to jump into Slack or Skype and chat with you a little more real-time.
But, based on what I know so far, I would suggest a setup like this:
------------------------------
Blake Harrison - DataBlender.io
Quick Base Solution Provider
------------------------------