I am not sure if you have tried to filter a report to show a specific set of records that may not have a common relationship other than having a value in the same column. In my company, we frequently need to edit a set of specific records. This is core functionality in the system that is being replaced by Quickbase, but I haven't been able to find a good way to do in in Quickbase, until now.
Here's the use case:
I need to filter a report to display a specific step of projects, but there isn't a clear way to filter and only see the orders needed.The approach I used starts with an Excel worksheet to quickly format the data. The raw data is pasted into column A and this formula is in column B,=IF(ISBLANK(A2), "", CONCAT(CHAR(34),A2,CHAR(34),IF(ISBLANK(A3), ");", ", ")))The output from column B will be pasted into the Report Formula.Then I edit the report where I want the data to appear and create a formula checkbox report formula. I start off by typingvar text records = List(";", Then paste the output from column B. for example"AAA1234","BBB1235","CCC1236","AAA1235","BBB1236","CCC1237","AAA1236","BBB1237","CCC1238","AAA1237","BBB1238","CCC1239","AAA1238","BBB1239","CCC1240");Then add a contains function to select the desired records.Contains($records, [Project Number])Finally, I add a report filter to filter on the report formula where the value for the record returned by the report filter is yes, in this example I named the formula InListThis was my solution to this issue, I would love to hear if there is an easier way to accomplish the same results.
I like Marks solution, but perhaps another low tech solution if you want to be able to just keep changing the search string is to create a dummy record somewhere that has a simple multi line field and a formula.
MultiLine Text field you you paste your list. The formula spits out a search string and is simply something that does a search and replace for line breaks on your list, and puts in " OR ". (So it spits out aaa OR bbb OR ccc OR ddd).Copy and paste that into your search on the report. This of course is not going to set your report and keep it there. I was thinking more if everyone had their own list.Again, I like Marks solution a lot better, and mine would really be messy with say 100 records, but I think works. But Marks combined with a user focus table could really be slick.
Mark is correct in his analysis of the issue. Yes, I need to the ability to paste a set of project numbers and pull up a report to view and typically grid edit just those records. The table in question is my nightmare that I inherited from the original poor design of the app. There are over 700 editable fields and the record count typically hovers around 150k. If the original design was better, I would work with Mark's idea, however in this case I would need to create another monstrous table.
Thanks for the suggestions!
Paul,I think you may be misunderstanding Marks idea. In his idea, you only need to create 1 record in another table. I do similar things to this all the time, and have a table I simply call, Global Helper Table.You create 1 record in your helper table, and that is where you paste the search terms (in a multi line text field), as a vertical list.
You look that up to your projects table (the relationship is simply to a formula numeric field, where the formula is 1, or whatever the record ID in your helper table).
Now you have your search terms on your Project, and you can use a formula checkbox to see if the project name is in your search terms (I think this may be where the confusion is, Mark used the word styles, I think in your case it should have said projects).