Discussions

Expand all | Collapse all

Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

  • 1.  Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 09-17-2015 23:41
    Please see the attached screen clip of my report.  I would like to add subtotals at the PTR Status level (separate column).  I have tried a number of ways but cannot get this to work.  THANK YOU in advance for any help  that you can provide.




  • 2.  RE: Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 09-24-2015 19:06
    Hello Stephen,

    The summary report unfortunately does not feature the ability to include a sub totals, or a 2 level report. You can only group additional fields or add cross tab columns, which will show the full total, but cannot show sub-totals.


    This would be an enhancement request; which must go through User Voice.

    User Voice is a new feature in QuickBase that allows users to submit their new feature requests, as well as vote on previously submitted ideas by other users.

    You can access User Voice from your "My Apps" page, and then clicking the orange feedback button from the left hand side of the screen.  You can also access User Voice by clicking the following link:

    http://quickbase.uservoice.com

    Thanks!

    QuickBase Customer Care


  • 3.  RE: Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 09-24-2015 21:48
    Using (1) JavaScript, the QuickBase HTTP API to gather and process the raw data along with (2) the {Underscore, Mustache, jQuery} libraries you easily create custom report including arbitrarily complex summary reports. Underscore allows you to GroupBy, CountBy, IndexBy and SortBy your data with ease ; Mustache performs the templating (merging your data into a generic template) and jQuery makes it simple to place the rendered template into QuickBase pages along with any other controls, behavior or features you desire.

    If you want to pursue this approach post a spreadsheet or screenshot of exactly the format of summary report you need (irrespective of what native QuickBase can do). Label the rows and columns and indicate what type of summary you want, where subtotals are to be placed and any other grouping, counting or indexing you require.


  • 4.  RE: Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 05-03-2018 17:47
    Dan, did you ever get around to doing an example of this?


  • 5.  RE: Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 11-17-2016 07:09
    Hi Dan,

    I am trying to do the same thing and want to do sub-totals.
    Can you please help me?

    Should i post this in a new question?

    Regards,
    Gaurav


  • 6.  RE: Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 11-17-2016 13:15
    Please post as a new question with relevant details.


  • 7.  RE: Hello. I am looking to create a two-level summary report with sub-totals accumulated at the first level.

    Posted 11-17-2016 15:54
    Hey Dan,

    I have posted this:

    https://quickbase-community.intuit.com/questions/1465721

    Thanks,
    Gaurav