Using data from multiple tables in reports

Question

Hi QuickBase community - This is likely a very simple query but one which I can't work out as yet so instead of pulling my hair out anymore I decided to put it to you :)

I have a table called 'Deployment Tracking' which is a list of every deployment we have done and some detail around it
I have a table which is a Connected Table from Salesforce, which gives the lists of different customers we have (eg Brand A - retail, US, Enterprise and then Brand B - construction, CA, SME
One of the fields in the Connected Table that I use to identify the brands is 'Tier' - This is a grouping like Tier 1, Tier 2, Tier 3 etc

In our business we are targeted that for each customer/brand that is Tier 1-3 that we do a deployment for by the end of the year - What I want to do is to have a report (presumably a ratio visual) which shows what % of the total number of customers/brands in Tiers 1-3 have a deployment for them.  At the moment I can see the number of deployments by customers/brands in Tiers 1-3 but I can't contextualize that against the total number of customers/brands in that Tier 1-3 status.Could you let me know how you would go about doing this?(Hope that was clear - happy to answer any Qs or provide screenshots etc)Thanks------------------------------M------------------------------

MarkShnierYou · Answer

You will need to have a Parent table called Brand Tiers. It needs to have every combination possible of Brands and Tiers.

The Key field needs to be a text field which is the concatenation, say hyphen delimited concatenation, of the Brand and the Tier. There are ways to make this easier to maintain but I can't really tell how many different brands you have so I don't know how difficult this is to maintain manually. If I read your post literally you only have two brands.

Then you can make a relationship to the Customer Sync table to summarize the total counts of customers in each bucket, and the also a relationship to deployments to count the deployments.

Each child table will have a formula reference field to calculate the [Brand -Tier] value as the retrench field value to the Parent table.

The percentage calculation will be done up on the Brand Tier table.

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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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