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Need help with relationships

  • October 29, 2021
  • 0 replies
  • 54 views
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Hi I need help to finish configuring my database
The Details:

Each goal has many metrics

Each metric has many supporting documentations

 

I have a many to many table setup for this relationship (Supporting Documentation)

 

Each business owner has to review their supporting documentation every quarter.  I have this setup in the Document review table

 

Where I am stuck: Once all the documents are reviewed for each metric, They now have to say if the metric for the quarter was met based on the documentations that was reviewed.  Once that is completed, they now have to state whether or not the Goal was met for the quarter based on the metrics.

 

I have created additional tables (metric and goal reviews but I can't seem to tie it all together)

This is the outcome I need:

 

Goal 1

  1. Metric 1
    1. Supporting doc 1
    2. Supporting doc 2
  2. Metric 2
    1. Supporting Doc 1
    2. Supporting Doc 2

 

Review quarter 1

Metric 1 Supporting doc 1 -Met goal

Metric 1 Supporting Doc 2- Met Goal

Met 1 overall – Met Goal

Metric 2 Supporting Doc 1- met goal

Metric 2 Supporting Doc 2 – Met goal

Metric 2 Overall – Met goal

Overall Goal- Met

Review Quarter 2

Metric 1 Supporting doc 1 -Met goal

Metric 1 Supporting Doc 2- Met Goal

Met 1 overall – Met Goal

Metric 2 Supporting Doc 1- met goal

Metric 2 Supporting Doc 2 – Met goal

Metric 2 Overall – Met goal

Overall Goal- Met

Etc. for quarter 3 and quarter 4

 

Can you please help me?



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Sandralee Oster
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This topic has been closed for replies.

MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • October 29, 2021
I will try to help you but first I'm trying to simplify your question.

You have these two Relationships

Goal < Metrics < Many Docs
ie one Goal has many Metrics and One Metric has many Docs. (Supporting Documents) 

Can you confirm that those are your two relationships and also explain what the problem is?

Are you trying to automate the calculation of whether a Metric was achieved by if all of the supporting documents were achieved and likewise are you trying to auto calculate whether a goal was retrieved based on whether all of its metrics were achieved?

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