We have projects that span multiple months. I have a field for actual [start date] and [end date]. However we could start in January and end in May. People will as me to pull reports for all projects that were in work in February. I'm thinking I need a field that will select the months that are between start date and end date so I can filter off that new field looking for projects with (in this case) February selected. Is that possible?
Another thought I had was to have an automation on a schedule that would run the first of the month to select the appropriate month for all project with a status in work. Is that possible?
Thanks in advance!
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Trish Wehrle
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Question
Field to capture months a project was worked
+4This topic has been closed for replies.
+24If you just want a report, the easiest way is to make a Report with two <ask the user> date filters.
It's been a while since I encountered this, but here are the steps in your thought process.
This can be done by making a report with two <ask the user> date filters.
The first filter will be where [End Date] is On or after <ask the user> (answer in your example will be Feb 1)
The second filter will be where [Start Date] is on or before <ask the user> (answer in your example will be Feb 29)
I think that will work. But the mental problem as I recall is that the human answering these questions (which may very well be you!) will be confused.
As I recall, while counter intuitive, the solution is to make a pair of formula date field called
[Start Range Date] with a formula of [End date] and then
[End Range Date] with a formula of [Start date]
Then put those into our ask the user filters instead in place of [End Date and Start Date]
That way the questions which will be asked will make sense to the user.
Does this hurt your head?? Well, just try it and you will see what I mean.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
It's been a while since I encountered this, but here are the steps in your thought process.
This can be done by making a report with two <ask the user> date filters.
The first filter will be where [End Date] is On or after <ask the user> (answer in your example will be Feb 1)
The second filter will be where [Start Date] is on or before <ask the user> (answer in your example will be Feb 29)
I think that will work. But the mental problem as I recall is that the human answering these questions (which may very well be you!) will be confused.
As I recall, while counter intuitive, the solution is to make a pair of formula date field called
[Start Range Date] with a formula of [End date] and then
[End Range Date] with a formula of [Start date]
Then put those into our ask the user filters instead in place of [End Date and Start Date]
That way the questions which will be asked will make sense to the user.
Does this hurt your head?? Well, just try it and you will see what I mean.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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