Discussions

Expand all | Collapse all

Creating Reports Between Removed-Relationship Tables

  • 1.  Creating Reports Between Removed-Relationship Tables

    Posted 03-21-2018 21:09

    We work in property management. Our properties report incidents to the corporate office, and we'd like to report back to the properties on the incidents we have collected. Below is a diagram of the tables we have setup and the reporting we'd like to run. Is it possible to create a report which runs based off a distantly related table?

    An equation would be something like (see diagram below):

    Incident X, Y, & Z is related to Property A, and if Property A has Resource Z, then the report would return Incidents X, Y, & Z in its report. A report run for Resource Z to know the incidents at their Property A.


    _">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1717580/RackMultipart20180321-80123-x5cs13-3.21.18_Incident_Regional_Reporting_Diagram_inline.png?1521666279">_



  • 2.  RE: Creating Reports Between Removed-Relationship Tables

    Posted 03-25-2018 05:10
    Without a direct connection between the "Incidents" and the "Property Assignments" it will be rather difficult.

    However, you could put a report link on the 'assignments' table that would display any related incidents at that property.  But it would have to be a drill down behavior, rather than a count/summary.

    If you want better reporting with this you need to find a way to connect the assignments to the actual incidents. 


  • 3.  RE: Creating Reports Between Removed-Relationship Tables

    Posted 03-27-2018 00:57
    The best way to create reports with data in multiple, un-related Quick Base tables is to use reporting software like Google charts, Tableau or Power BI.  Then, put the reports onto a Quick Base dashboard for licensed users to see.  CloudBase Services has done that for many clients.  Here are 4 sample charts - all of which use data in un-related tables.  Contact us via our website and we can get you started.



  • 4.  RE: Creating Reports Between Removed-Relationship Tables

    Posted 5 days ago
    Devin,

    Quick Base is great at business process problems.  However it's reporting capabilities are limited by having the data directly related to the other data in Quick Base.

    Your simplest answer is to think through how to connect those tables in Quick Base.  

    A sure fire approach is to get the data out of Quick Base and into SQL.   Once you have done that you can use a Business Intelligence tool like Tableau, Power BI. Watson to ask anything you want of the data.  You can use Quick Base with any other data you have from accounting, marketing, or other databases.

    We build a tool called Paasporter to extract Quick Base data and get it into SQL.

    www.paasporter.com  

    Quick Base is king of business process but SQL rules reporting.

    Let me know if I can help.

    ------------------------------
    Don Larson
    ------------------------------