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Add Previous Month as header in a QB Home Page

  • 1.  Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 13:42
    Essentially, I would like to write some code that would be used in a Rich Text widget on a home page to provide context to dashboard reports.

    Essentially there is a page full of previous month reports and a user has requested that the month in question be displayed somewhere on the page. 

    I could hardcode the month pretty easily but im lookin for an automated way to complete this.


  • 2.  RE: Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 13:44
    A super low tech way to accomplish this is to have a table with one record in it. 
    Make a Formula Rich text field to calculate your words.  Then put that "report" of that 1 record on the dashboard.


  • 3.  RE: Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 13:47
    You are wise good sir, thank you.


  • 4.  RE: Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 14:02
    Thx
    Something else to try once you get that working is that you can put up your Report as a web link dashboard element, instead of a Report Dashboard Element.  Just paste in the URL of the report and suffix it with        &ifv=1

    That should reduce the menu above the Report and slim down to just the words and not much else.

    &ifv=1 means "iframe version = true."

    iframe means just the bare report.


  • 5.  RE: Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 14:08
    Didnt even think of using an iframe. Good idea. Any thoughts on making the month bold or more apparent on the pagE?


  • 6.  RE: Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 14:15
    Well, you can use a Rich Text field  and format it as large as you like.
    The low tech way is to include like <b><font size=4>

    Just keep playing what that 4 number to get different sizes.

    I believe that <font size> method is an "old method" but it still works.  You can google for other syntax.  Or try the syntax below.

    "<p style=font-size:300%;padding:0;margin:0><font color=blue>"

    & [calculated words]


  • 7.  RE: Add Previous Month as header in a QB Home Page

    Posted 05-07-2018 14:27
    for anyone else whos curious: https://community.quickbase.com/quickbase/topics/extract-month-from-date-created was also used to solve this problem.

    Essentially tie the above formula field into the field in that link and youre golden.