How to construct this table?
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 b...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew Legendnp, 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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Mark,
Won't that only work if each Project Record can fit neatly into a single category? If I simplify to the chart below (where number of SOs is simply ESO+RSO+.....), I will have the need for the same record to be counted in the Submitted row, AND the Approved row AND the Executed Row. At a certain point, projects actually fit into multiple categories simultaneously.
Where I am lost is - the original Summary Sort needs to be by SO Category right? But if I do that sort, won't it only be able to put the record into one of the categories?
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Mike Tamoush
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- MarkShnier__You
:)
You missing the fact that by creating say four helper fields you can summarize four fields (as well as that numeric field) in the summarize what section.
The Summary report DOES NOT have column grouping, just row grouping.
Make the first two of those fields I suggested (or all 4 while you are at it) and you will see. You know tht in the section for
Summarize Data
you can add as many fields as you like to summarize and they become more columns. Just hover beside the first field you selected and you will get the opportunity to add I think an infinite number of more fields to summarize.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------So if those helper fields go in Summarize Data, what goes in the grouping and cross tabs? Do I need 7 more helper fields, for all the possible Categories?
To the best of my knowledge, the row grouping would need to be SO Category. Except, doesn't that assume each project is currently in a single SO Category?
In my case, a single project is simultaneously in multiple categories. In fact, there is no single 'SO Category Field'. A single project may have been Submitted AND Approved AND Executed, and needs to be counted on each row.
Am I missing something obvious?
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Mike Tamoush
------------------------------- MarkShnier__You
Now, I am getting confused about your question. You will not use column groupings at all. Make those four helper fields include them in the summarize list of fields to be summarized and just group it by the roes you exactly showed in that example that you wanted.
Is there some different result you want other than what you put in the picture on your original post?
I am thinking that you are overthinking this. Just make those four fields and try it. Let me know what doesn't work after you do that.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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