Translate a Summary Report into a table "Summary Table"

I would like to know if there is a way to automatically transfer data from a Summary Report to a table that I would possibly call "Quota (Summary Table)". I know that there is an option to export the...

formula queries

Formulas and functions

reports and charts

YobaniMaldonado

Qrew Member

Yes. Thank you. I meant to include that option as well on my initial post. I have numerous apps and find it tedious having to do that everyday. I was wondering if there was another way.

The max would be around 10 to 15 rows. I plan to do this on everyday at the end of shifts. I attached an image of what the summary report would look like.

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Yobani Maldonado
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MarkShnier__You

Qrew Legend

3 years ago

So you need a record written out for every combination of Unit and ramp?

You can create a table with records for every possible combination of Unit and Ramp. If you are good with Formula Queries, you can do a formula query to create those summary Totals on the records. Then make a saved table to table copy to copy copy the records to your history table.

if you don't want to make a Formula query then you will need to set the key field to be a concatenation of the Unit and Ramp like 31-264 and set that to be the key field. Then make a relationship to your details table and roll up the totals.

Either way set up the saved table to table copy and automate it to run every day with a Pipeline or automation.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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Translate a Summary Report into a table "Summary Table"