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Pipeline Help - Aggragating Date Fields by Month
I need assistance with setting up a pipeline in my Quickbase app to aggregate data by month. This will be the first time I've used pipelines. The tables involved are called: APP Credentialing Table: This table contains the raw data I need to aggregate. Namely, 3 date fields. APP Date Summary Table: This table is where I want to update the aggregated counts. It has 2 fields. Month/Year (text) and Count (Numeric). Specifically, I need to: Retrieve and filter records from the APP Credentialing Table. Group these records by Month/Year and count them. Update the APP Date Summary Table with the aggregated monthly counts. Could you please provide guidance on how to configure the pipeline to perform these tasks? If this even can work. Thank you!5Views0likes1CommentQuickbase & Fastfield
I have asked about this before and at the time the integration did not have much to offer. But can have Quickbase integrate to Fastfield as a lookup? We want to do inspection forms in Fastfield and have Quickbase feed into Fastfield with account names. It would be great if the completed form can somehow feed back into Quickbase.25Views0likes2CommentsAverage daily active employees calculation
Howdy y'all. We use Quickbase for an HRIS. Within the HRIS, there's an employees table that contains fields for the hire date, termination date, and status. An example employee could have a hire date of 08/01/2020, a termination date of 08/01/2023, and a status of 'Inactive'. I've been asked by HR to calculate turnover. The formula they provided requires me to first calculateaverage daily active employees for a given time frame. The way I see it, if I just had that one example employee, that report would look something like this: Date # of active employees 07/30/2023 1 07/31/2023 1 08/01/2023 0 08/01/2023 0 Average daily active employees report would look at each date and count the number of employees whose hire date was on or before that date, and their termination date is on or after that date or null, and their status on that date was active. In this example, the average daily active employees for the given time frame is 0.5 (2 divided by 4). I would then need to create a summary report based on that report? And the summary would divide the number of employees who left during that time frame by the average daily active employees during that time frame. That's the formula I've been given by HR. I do actually have a question...how can I create that table above? The way I'm thinking through it, I'll need a table that contains every possible date so that the user input for a start and end date can be set and used in the calculation. But to my knowledge, Quickbase doesn't have an obvious way to do this. Thoughts?Solved16Views0likes2CommentsHow to a forms' fields and help text exported
The business is wanting a list of all the fields on the form as well as the help text. If there is an easier way to do either please let me know. The form is large and I do not want to type them out one by one. We are using the new form8Views0likes0CommentsCan you set column widths for reports in the new dashboard pages?
I've been upgrading our existing dashboards using the new dashboard pages. For some of the report widgets, it seems that the report displayed is not remembering the users' settings for report column widths. My understanding is that I cannot set default report widths for other users. But if a user opens a report from a table, and adjusts the column widths, this is remembered by QB and the next time the user opens the report, the widths will be displayed based on widths set the last time the user opened the report. In the report widget on the new dashboard, the display appears to be independent of the user-specific report preferences. If they go to the actual report on the report table from the widget, they will see the report with their column width preferences. Also, while a user can adjust column widths in a dashboard report widget, they don't "stick". If you refresh the page or navigate away and return, the QB default widths are re-applied. I would think that is would be especially important for a designer to set column widths on a dashboard report widget to make things display well. For example, I have a report that has a column for Name (ASCII/Latin) and for Name (Arabic). The first column is much longer than the other and pushes other columns out of the viewable area (e.g., forcing horizontal scroll). The settings of both name columns are the same in terms of max characters, etc. Yet QB makes one much wider than the other. I'm wondering whether I am missing something or if we just have to live with QuickBase's display algorithms for displaying reports in dashboard widgets. ------------------------------ Paul Easton ------------------------------107Views0likes4CommentsIncrementing a field values based off another field's content.
Hello, I'm currently working on a project where many tables have relationships and require automation features. For instance, if a user selects an option from a lookup field, [Field X], in Table X, then in doing so, [Field Y] will increment in another separate table, Table Y. My design right now is built on a set of reference tables that can be utilized in an operations table. My goal is to "trigger" events such as the one described above to reduce clutter in the operations table. I can provide screenshots and table data/field info if the structure of my app is not sufficiently described. All of the data are just filler to work on functionality. Many thanks, Gabe33Views0likes5CommentsI have user and role not matching
I created a new role and gave a user access to test the role. She can't see two fields on the form. When I test the role as the role I can see the two fields. When I test it as the User I can not. Things I have done. Had her clear cache, reboot browser, computer. Opened up the role completely for full access no restrictions, gave her a new user with a new email address. and still the role I can see the fields but under her user name I can not. I am going live with this database next week and QB tech I don't think the rep starts until noon Est and I need help now. Wth - I have tried everything.15Views0likes3CommentsFeature Request for QB
I requested a feature: Request | Feedback (quickbase.com) - here's the ticket if you'd like to thumbs up and follow. The request is to have an option to require a section in the new forms, instead of applying "required" to each field. If we can require the whole section, that might make things simple.11Views1like0CommentsCalculating Variance in reports
I am trying to make a summary table where it shows revenue per month for each customer at a company. I want to add so in between each month, there is a change of revenue displayed. How can I do this. I have tried a report link for previous months and that did not end up working.14Views0likes1Comment