How to sum data from multiple records from one table into 1 record on another table?

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We are looking for some help to summarize data from one table into a specific record on another table.

Table A
We are providing a daily upload of records for all employees.  In each record there are the fields: Name, Department, start time, end time, total hours

Table B
Within one record we want to summarize all of the “Total hours” per department on a specific day from Table A.  We will use this data for our daily KPI reports and in other calculations.

Question:
How can we get the summary of Total hours into Table B?
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Jaron

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Posted 4 years ago

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I suggest that you set the Key field of your Summary table to be a text data entry field in the format Dept-YYYY-MM-DD.

Then using Excel make 365 records per Department and build that Key in Excel. Then make say 5 years worth of records.


Then Import that list into the Key field of the Summary table.

Then on the details table have each record calculate that Key field and use that as the reference field on the right side of  the Relationship.

The point here is that QuickBase will do very nice Summaries, but they need an existing record to Summarize up to.  So provide those records in advance.