OK...so this may be lengthy so I apologize up front...
I have one table Hours in which I import daily hours worked by reps by shift.
I have two tables that contain my two different kinds of reps - one is OPERATORs(TSR) and the other is VERIFIERSs(TO) - it contains their name and rep ID
I have one table that is Customers (aka sales)
I am wanting to show the SalesPerHour (#of sales with status <> CXL / #ofhours worked) per week without having to enter the date range, which as far as I know is not possible. I have a Total SPH (displaying on the rep tables) for each rep (thanks to Mark yesterday) and it looks amazing, but I need to be able to break out the weeks "automatically"
SO.....I have been thinking, which is not always good because I do not come from a computer background, but what if I went in and created a table with preset date ranges (aka my weeks) with formulas based on those and pull the info from the other tables to complete...would that work? Am I overthinking? Is that even a possibility? I am afraid I am lost on this one and it is probably super basic...any help would be so appreciated.
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Kim Cameron
Admin/Sales
Vacation Tour & Travel
Conway AR
15013295434
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Question
Formula based on current week
+5This topic has been closed for replies.
+24This is in fact a non trivial problem, so not super basic.
In order to do that division to get at SPH you would need to have a table where the Key field is a concatenation of the Operator and the week. You could create a formula field on your Hours table to make that field. The format would depend on how the Operator appears in the sales table, but suppose it was based on their name, so the format would be like Jane Smith-20200628 where the suffix is the first day of the week.
You can then run that summary report each week to populate the Employee Weeks table (One this is working, we could work together to Automate this).
Then you can make relationships down to sales (Customers) and hors to get the total sales and the total hours for each Employee-Weeks.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
In order to do that division to get at SPH you would need to have a table where the Key field is a concatenation of the Operator and the week. You could create a formula field on your Hours table to make that field. The format would depend on how the Operator appears in the sales table, but suppose it was based on their name, so the format would be like Jane Smith-20200628 where the suffix is the first day of the week.
You can then run that summary report each week to populate the Employee Weeks table (One this is working, we could work together to Automate this).
Then you can make relationships down to sales (Customers) and hors to get the total sales and the total hours for each Employee-Weeks.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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