Filters

Filters
contains
 
Problem
Description
Category
Solution
Solution in English
Formula Field Type
Discussion
Alternate Solution
Learn more
 
I need a formula that returns the reporting period month. Any date after the 18th of the month will return a reporting period of the following month   Dates If(Day([Date]) <= 18, Case((Month ([Date]))-1, 1,"January",2,"February",3,"March",4,"April",5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December"), Case(Month ([Date]), 1,"January",2,"February",3,"March",4,"April",5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December"))

If the day of the month entered into the [Date] Field is less than or equal to 18, then subtract one from the month of the date field and based on the month number return the matching name of month.

Else if the day of the month entered into the [date] field is greater than 18 then return the month of the [date field], and based on the month number return the matching month name.

Date     More on this solution...
Dynamically adjusting successor start dates from predecessor changes Related to Project Management application Calculation If( ([Status]<>"Completed"),WeekdayAdd([Start], [Duration]),
 ToWorkDate([Actual Finish Date])  )

The predecessor field (under properties) needs to be changed from formula builder to Type-In.
If the task is not completed, it calculates the expected end date (by adding the amount of time it will take to when it starts), and if the task is completed, then it uses the date that it was actually finished, as entered by the user completing the task. Workdate     More on this solution...
Setting a sales commission based on sale price Create a formula for the Sales Commission field that calculates commission based on sale price in the Total field Conditional (If - Then) If([Total]>=100 and [Total]<250, 25,
[Total]>=250 and [Total]<1000, 50,
[Total]>=1000, 100, 0)
If total is greater than or equal to 100 and less than 250, then display the value 25.
If total is greater than or equal to 250 and less than 1000, then display the value 50
If total is greater than or equal to 1000, then display 100

Otherwise (if none of the above conditions are met) display 0.
Numeric     More on this solution...
Highlight overdue tasks in pink You want to color code rows based on the Due Date field. Row Colorization if ([Due Date] < Today(), "pink", "") If the value in the Due Date field is less than (e.g. earlier than) today, then color the row pink, otherwise, don't color it. none - view builder formula     More on this solution...
Display a value that depends upon the value in a percent complete field Show status "not started" "in process" or "completed" based on the value in the percent complete field. Conditional (If - Then) Case(true,
[percent complete]=0,"not started",
[percent complete]<1,"in process",
[percent complete]=1,"complete","")
If the value in the percent complete field is zero, the display the text "not started." If the value in the percent complete field is less than 100%, then display the text "in process." If the value in the percent complete field is 100%, display the text "complete" Text A numeric percentage field shows values in percent format, like 50%, 75% and so on. But their real value is the exact mathematical representation of percent, which is always a portion of the whole number, one. For example, 20% is really.2 and 3% is really the number .03.   More on this solution...
Show records for which events have occurred in the last week Show records where any one of several date fields contains a date that occurred in the last week Conditional (If - Then) If(ToDays(Today()-[Sales Presentation])<7,true,false) or 
If(ToDays(Today()-[Follow-Up Meeting (2)])<7,true,false) or
If(ToDays(Today()-[Follow-Up Meeting (3)])<7,true,false) or
If(ToDays(Today()-[Follow-Up Meeting (4)])<7,true,false) or
If(ToDays(Today()-[STR Meeting])<7,true,false)
If you subtract the date in the Sales Presentation field from today and it's greater than seven, turn the checkbox field on (true), otherwise turn it off (false). 

Each line of the formula beginning with "If" repeats these same conditions for each field listed. Each If/Then condition is joined by an "or" operator. This means that if the condition is met in any field, QuickBase will turn on the checkbox field.
Checkbox Use this formula to create a view. You can feature the checkbox field in the view to see which records have it checked and which don't. You can also use this custom formula field in the view's criteria. In other words, design the view so that you only see those records where this checkbox field is on. Read more about using custom columns in views here: https://www.quickbase.com/help/custom_column_in_view.html   More on this solution...
Find records that occur before the current month   Dates [Start Date]< FirstDayOfMonth(Today()) Start date is before the first day of the month in which today occurs Checkbox     More on this solution...
View records from the previous week only How do I create a view that on any day of the week I can view records dated from the previous week? Dates If([Date]>FirstDayOfWeek(Today()-Days(7)) and
[Date]< LastDayOfWeek(Today()-Days(7)), 
true, 
false)
Subtract 7 days from today. Take the resulting date (let's call it "one week ago date") and calculate the first day of its week. If that is greater than the value in the Date field and If that date is less than the last day of the week in which "one week ago date" falls, the result is true (checkbox is on) otherwise the result is false (checkbox is off). Checkbox You  can create a formula - checkbox type field to hold this formula  or just use the formula within the report (view) builder page. In this case, also select checkbox as the type, then within the Matching Criteria section, specify that <custom column> is yes (type in the word yes).   More on this solution...

We're glad you're interested in doing more with Quick Base!

Now we need to make you official before you share apps or manage your account.

Verifying your email lets you share Quick Base with others in your company.

Your work email
Your company
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
This report will be listed only for you, in the group Mine.
Only you can see the report in the panel. You can't ever list it for other users. You can still let others open it by sending them links.
Please wait while your new report is saved...
This is a new report
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

Read more about converting a column into a table.

Show fields from Show fields from Show fields from a related table