Summary Report

Question

I think I am missing something obvious with a summary report I am trying to build. I have a lot of projects. Some projects have been submitted, some have been approved, some have been canceled, some have been executed. Of course, some projects fit in to multiple categories (one project may have been submitted, approved, and executed). They also each have a total cost associated with them.

I can have triggers easily enough to show which fit into which category if needed.

All I need is a report showing on the top columns 'No of Projects" and "Total Cost", then on the rows "Submitted" "Approved", "Cancelled" and "Executed".

The difficulty I am having is because some projects fit into multiple categories. I cant figure out how to account for this? What am I missing?

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Mike Tamoush
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MarkShnierYou · Answer

A summary report may only have 1 Project appear once, and that is your obstacle that you want a detail record to be summarized more than once on the same report.

But you can summarized many different fields! That is your wiggle room here.

So you will need to create a field on each record for fields like
Num. Approved. This will be a 1 or a 0.
Num. Submitted. This will be a 1 or a 0.
Num. Cancelled. This will be a 1 or a 0.

So a single project could be a 1 on each of the above.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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