3 Types of Cumulative Sales Charts in Quickbase скачать в хорошем качестве

3 Types of Cumulative Sales Charts in Quickbase

Visit the Blog to download the dataset and copy formulas: https://www.quickbasejunkie.com/blog/... My inbox has been flooded with requests for this information! Whether it's sales $, hours worked, or customers entered – being able to see cumulative totals month over month can be an invaluable management tool. However traditional Quickbase reports only allow records to be counted once. So if you have a sale in January, it can't also be counted in February (let alone the rest of the year). In order to get around this issue, I'll share my method for creating cumulative charts in Quickbase using formula queries. In the video, I walk you through how to build not one, but three types of cumulative sales charts (of course you don't have to use them just for sales). 00:14 📈 All Time Cumulative Sales 09:11 📈 YTD Sales by Month (modifying from report #1) 11:46 📈 YOY Cumulative Sales (modifying from report #2) While the charts demonstrated here focus on reports grouped by month-of-year, similar reports could be set up to group by week-of-year or day-of-month. It would just be a matter of adjusting the formula, chart setup, and filters to match the desired groupings. These charts are sure to be a big hit! Enjoy WORDS OF CAUTION ⚠️ This strategy is best suited for more advanced Quickbase builders. ⚠️ If you are not familiar with formula queries, watch these videos first: Query Writing 101 for Quickbase Oh So Fantastic Formula Queries ⚠️ If you are filtering your chart (by status, customer, date, or any other field), those same filters need to be included in the query formula. ⚠️ Dynamic report filters will not properly adjust the totals shown in these reports (because they don't affect the query formula). I suggest turning them off to avoid confusion. ⚠️ If your tables have hundreds of thousands of records, the formula queries may not calculate. ⚠️ Be sure to visit the Quick Base Junkie Blog for the Formulas and Resources https://www.quickbasejunkie.com/blog/... RESOURCES Dataset Download: https://www.quickbasejunkie.com/blog/... Formulas to Copy: https://www.quickbasejunkie.com/blog/... Query Writing 101 for Quickbase: https://www.quickbasejunkie.com/blog/... Oh So Fantastic Formula Queries: https://www.quickbasejunkie.com/blog/... Super Simple YOY Chart: https://www.quickbasejunkie.com/blog/... Mastering the Text Formula Course: https://www.quickbasejunkie.com/text-... 👍 If you find this helpful, please like & subscribe! #Quickbase #QuickBaseJunkie #QuickbaseFormulaQueries #QuickbaseFormulas #Database #NoCode #LowCode 🔥🔥🔥 FREE TOOLBOX🔥🔥🔥 Get The Action Button – 50+ Actions & URL Components EXPLAINED! https://quickbasejunkie.com/toolbox Feeling like a Junkie? Subscribe Now! https://www.quickbasejunkie.com/sign-up LET'S CONNECT! LinkedIn ➤   / quickbasejunkie   Instagram ➤   / quickbasejunkie   Facebook ➤ https://fb.me/quickbasejunkie Quick Base Junkie ➤ https://quickbasejunkie.com Learn More About Quickbase @ https://quickbase.com © Quick Base Junkie COPYRIGHT NOTICE: The content, title, description, and specific ways in which the information in this video is organized, documented, and presented are the creative property of Quick Base Junkie. For use in any medium attribution is required, for questions or use permission, contact me @ https:/quickbasejunkie.com/contact. Quick Base Junkie is unofficial and not affiliated with Quickbase Inc.