ContributionsMost RecentMost LikesSolutionsRe: Copy a Sync Field to an editable text field in the Sync'd TableHi Mark, Yes, unfortunately the Sync Field is not showing as an option when I set up the automation. I also am avoiding new automations since they will be going away in 2022. ------------------------------ Nikki Walters ------------------------------ Copy a Sync Field to an editable text field in the Sync'd TableI need to copy data in a Sync Table from a Sync field to a duplicate "editable" field in the same table when the Sync updates the table. I have tried automations, actions, table to table imports, all dead ends. Best possible solution ideas accepted. ------------------------------ Nikki Walters ------------------------------ QB App User Permissions flowing through Power BI connection?Do User Permissions/Restrictions in QuickBase flow through to Power BI? In testing this, it appears that a restricted user in my QB APP (permission of none to see this field) can see this field in a Power BI dashboard. Is there a setting in Power BI or method to be sure these permissions are transferred to PBI? ------------------------------ Nikki Walters ------------------------------ Remove the % symbol in field without changing it to Numeric I need help removing the % symbol and adding additional digits in several Percent fields. As it should, when I change the display options to simple number or change the field type to numeric it changes the format to .0125. I need the number to stay as 1.25 and appear as a 5 digit number. So, 1.2500 and 0.6750. At a loss for an solution other than reformatting all my data & re-importing. ------------------------------ Nikki Walters ------------------------------ Re: Formula to Prorate a QuotaGot it! Thank you. I have it being fully tested, but kicked the tires quickly and it seems to be right on.Very much appreciate the assistance!Re: Formula to Prorate a QuotaWow,thanks Chayce! I think it will work.I just need to figure out to adjust the for the date field. The first var date is good with a datetime field but the second won't take datetime. how do I adjust? Formula to Prorate a Quota I need to figure out the best method to set this up. It hurts my brain when I attempt to solution it, so I am hoping someone can help simplify. I need this to calculate a prorated quota amount based on the following: Annual Quota: (variable) Plan Start Date: (variable, but always 1st of the month) Plan End Date: (always 12/31/2019 annually) Each Quarter has a variable % to determine the prorated amount: Q1, Q2, Q3 = 20% of annual Quota + Q4 = 40% of annual quota So as an example, a person with a total annual quota is $100,000 for the year starting on 3/1/19 would have 1 month in Q1+ the remaining Q2 ? Q4 calculated by the % per above. Calculates as follows: Q1 ($100,000*20%/3 months*1 month) = $6,667 + Q2 ($100,000*20%)= $20,000 + Q3 ($100,000*20%)= $20,000 + Q4 ($100,000*40%)= $40,000 = $86,667 Prorated Quota for the year. I want the user to be able to add the Start Date, total Annual Quota and check a box ?Prorate Quota?? and it will return the $86,667 in the Prorated field. Re: Formula to take a rating (text - multiple choice field) and pull the numeric digit out into a numeric fieldThank you both.Alex, very helpful for future formulas. Mark, worked like a charm. The average seems to be working too, but is there a way to reduce the decimal points in a summary report? Formula to take a rating (text - multiple choice field) and pull the numeric digit out into a numeric fieldI have a text field - multiple choice rating field [Rating Category] with the list of choices as shown in the formula below. I need a second field, numeric, so I can total & average the ratings. I set up this formula in a numeric formula field, but it's not working. What am i doing wrong? If(Contains([Rating Category],"0 - Sellers with <1 Year"),1,null, If(Contains([Rating Category],"1 - No Performance Issues"),1,null, If(Contains([Rating Category],"2 - No Near-term Performance Issues"),2,null, If(Contains([Rating Category],"3 - Manager Performance Plan"),3,null, If(Contains([Rating Category],"4 - Performance Plan "),4,null))))) Re: Auto populate Requester field with current user and hold itThe manager triggers the request with a check box.