Hi!
We bill a particular kind of deliverable to our clients on a monthly basis according to the number of hours worked on each deliverable that month. The result I envision for this problem is a table where each record consists of a unique field that is a concatenation of the key associated with the deliverable and the month in which work was completed on that deliverable (e.g. "1234 - April 2019" for deliverable #1234 if work on it was completed this month), the sum number of hours worked on that deliverable in that month (based on our existing Time Cards table), and a number of other fields relating to the deliverable in question.
This seems like the best path forward for our use-case based on our billing process, but I don't think I'm necessarily married to it so let me know if I'm way off. We'd like to not have to run a different summary query for every month we want to look at or add a new field for every month of work.
I want to run an import or automation on our existing Time Cards table to bring the new billing table up to speed for all existing time cards. Then moving forward, I'd like run an automation (either on a schedule or triggered by each new relevant time card) that either creates a new billing record for the deliverable-month if it doesn't exist, or simply updates an existing record with a new total of hours worked.
I've been banging my head against the wall for a couple days trying figure out how to do this but it seems like I keep running up against some limitation with everything I try. Has anyone figured out a similar path or have an idea of how I could do this? I'm fairly savvy with specifying imports and actions and automations, and I could write up scripts if I have to, but naturally I'd rather do what I can in vanilla QuickBase if I can.
Thanks in advance for helping! I hope I was anywhere close to coherent. Please let me know if there's anything I can clarify.