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Question

active projects trend graph

  • November 27, 2017
  • 0 replies
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I'm trying to create a stacked graph that will show all active projects per months (eg. last 6 months), where I would include following:
* all active projects 6 months ago, 
* then all active projects 5 months ago (exclude closed ones and include new ones) and so on, but those projects should be in the aging group (i've already created a field for that).

I have project start date, and project close date fields, and I am trying to find the best solution for this.

Thank you in advance.
    This topic has been closed for replies.

    My suggestion is to create a formula field to calculate the �Aging bucket�. Then let that be the �Series� in your chart. Nite that any particular project can only appear in one �Aging bucket�.
    The challenge will be that in Quick Base a Project can only appear in one spot on the chart. It can't for example span 3 months. You would need to run some kind of script or process to create individual records for each Project-Month Record.
    You need to create a second table that contains a monthly snapshot of your active projects. Use the table-to-table import function of Quickbase. Include fields to filter on (I.e, status) and the field that will be the series in the stacked bar chart. The date you do the import (your snapshot date) can be the x-axis in your stacked bar chart.
    • NenadIlic
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    • November 27, 2017
    or some summary field where I would summarize project that started before some date, and have not ended by the same date.... but then I would have 6 separate summary fields.... maybe I can use that as a starter
    Simon

    Automations were just released into General Avsilability last night weekend. It was supposed to be released with automatic scheduling ability. But I guess that aspect will come soon.

    I suggest that set up an Automation to run a table import and expect that scheduled Automations will come soon.
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