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Creating reports that show only the columns where values are present

  • 1.  Creating reports that show only the columns where values are present

    Posted 25 days ago

    Hi Everyone,

    We get bids from vendor on projects (RFPs). For each project we end up having different information submitted. As a result we often end up with an embedded table on the project record where only 10/40 fields have any information

    Users are annoyed that they have to look at so many empty fields. Is there a way to display only the columns in a report if values are present?

    For example, if the project has no value for "Rent" in any of the projects related "Bid" records, don't show the "Rent" Field in the project's embedded report. 

    I realize that we could achieve this by having multiple reports, however, we've come to the conclusion this would require maintaining over 200 reports, so we're looking for another solution. 

    Thanks!



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    Jake R
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  • 2.  RE: Creating reports that show only the columns where values are present

    Posted 25 days ago

    Well I have a suggestion and you will be have to be the judge of whether your users find you or this suggestion more annoying than the current report.

    I won't go into the exact formula now but there's an easy formula that would list each field vertically and only the fields which had data in them so for example you would have a column like this

    Job#: 1234
    Vendor Type: Premier
    Rent $1,500

    and if there were 37 other blank columns then that's all you would see. 

    Now I am only half joking to say that they will still dislike you but now they will dislike you for giving them a very vertical report instead of a very wide report.

    So maybe another suggestion to make use of more of the width of the report is to look at your 40 fields and maybe group them into about five or six different categories and then use my technique to make those vertical. That way the width will be used up and the data will be meaningful and the report won't get needlessly vertical or too wide. Goldilocks. 




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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Creating reports that show only the columns where values are present

    Posted 25 days ago
    But to answer your question directly no there's not a way to automatically suppress columns without data.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 4.  RE: Creating reports that show only the columns where values are present

    Posted 24 days ago
    Hi Mark,

    Thanks for the feedback!  While I don't think this method will work for my situation, its a pretty cool way to solve it.  I may be using this technique elsewhere.  Much appreciated.  

    Jake

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    Jake R
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  • 5.  RE: Creating reports that show only the columns where values are present

    Posted 24 days ago
    How well-versed are you with API manipulation?  Have you done an Iframe Embed into a form before?

    I could see there being a way to create an Iframe embedded 'Api_Genresultstable' where the clist (column list) is dynamically generated via formula.    

    Here is the code I would start with in a Rich Text Formula Field in the Parent Record: 

    Customize and manipulate to your needs, of course.  Then create a Report Link field that matches this rich text field exactly to this rich text field:

    Lastly, add that field to your form and see if you like how it works.  


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    Brad Lemke
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  • 6.  RE: Creating reports that show only the columns where values are present

    Posted 24 days ago
    Thanks Brad!  This is exactly what I'm looking for.  I'm not familiar with this technique, but I'll give it a go and let you know how it works out.

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    Jake R
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  • 7.  RE: Creating reports that show only the columns where values are present

    Posted 24 days ago
    Hey Brad, 

    Thanks again for your help.  I've recreated the Rich text field you showed in your screenshot.  Now I'm going to create the Report Link.  I'm a little confused about this part.  I think I need to create another rich text field in my Parent table.  Do I copy paste the same code into that field as well?  If yes, how would I get around the errors (the fields references will not work on the parent record)

    Thanks,
    Jake

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    Jake R
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  • 8.  RE: Creating reports that show only the columns where values are present

    Posted 24 days ago
    Both the rich text and the report link fields are parent-table only.  When setting up the report link field, you're not pointing it at any other table, you're not telling it to go from 'point-a' to 'point-b' like usual - you're telling it to go from 'point-a' to 'point-a', the same field in the same table.

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    Brad Lemke
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