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Question

How to construct this table?

  • March 21, 2024
  • 0 replies
  • 88 views

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I have a table of Projects. 

Each Project has the following fields (for this example, they can be checkbox fields)

Requested by/Submitted to Customer
In Preparation
Submitted to HNC
Approved by HNC
Executed
Disapproved/Cancelled
In Progress

*Multiple checkboxes may be true for any given record. 

Additionally there is a multiple Choice that labels each record as: RSO, ESO, Urgent, or Long Lead (only one selection possible), and a Total Cost field.

The goal is to make a table or summary report that looks like below:

Because a single record may fit into multiple categories, it is stumping me. My only current idea is to use a helper table that has 7 records (corresponding to each SO Category). Then use formula queries to get the all the numbers, so in total 5 formula queries (RSO, ESO, Urgent, Long Lead, and Total Cost). I dont anticiapte more than say, 1000 projects so I don't think the formula queries will be too memory intensive, but I also try to stay away from them as much as possible since they can crash apps.

Alternately, perhaps I can make 7 relationships from the helper table to the Projects table, where my key field in the helper table is the SO Category (and instead of checkboxes I use formula fields that simply state the text of the Category if it applies), then use summary fields. But 7 relationships seems a bit excessive.

Any better ideas?



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Mike Tamoush
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MarkShnierYou
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np, no FQs required.

Just make a set of helper fields.

[RSO Count] ( you can rename that later when its working to just RSO or whatever touy want your column to read)

The formula is IF([multiple Choice]="RSO",1) 

Then 

[ESO Count] ( you can rename that later when its working)

The formula is IF([multiple Choice]="ESO",1)

etc for all your columns on the proposed report. 

Then make a summary report and under Summarize What - add in those 4 helper count fields, then plus the numeric cost summary field.

The reason that the formula is not

The formula is IF([multiple Choice]="ESO",1, 0)  is that you want the user to be able to drill into the supporting detail and not get drill down hits on the zeros.



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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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