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Question

Grid edit function in a summary table

  • April 27, 2017
  • 0 replies
  • 27 views

Is it possible to add another column (User Input) to a summary table?

I currently have a summary table with sales performance for different markets by months but would like to add another column for monthly targets (must be an open field to be filled in by users every now & then)

 

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  • Quickbase Alumni
  • April 27, 2017
This is not possible in summary reports, because this is summarizing multiple records.

But, if you are looking to set goals for months, I'd recommend making a 'Months' table.  Then you can have a field on there for "goal" and then you can summarize the data to the month.

So in functional terms you have what you are looking for, even with the current limitations.

  • Author
  • Quickbase Alumni
  • April 27, 2017

I was looking at building a new table to look up the sales activity (which is a text - multiple choice field), the respective actual amount & additional column for the targets. Somehow, the relationship table just isn't working as expected.


  • Quickbase Alumni
  • April 27, 2017
What parts aren't working as expected?  Maybe we can help.