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I am having trouble with a trying to roll fields from multiple tables up into one ""overview"" table.

  • 1.  I am having trouble with a trying to roll fields from multiple tables up into one ""overview"" table.

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    Contributor
    Posted 06-11-2017 20:01
    I have an app with two local tables and two connected tables .The connected tables pull data from a separate QB app. 

    I want to create a table that incorporates some fields from each of the other 4 tables in the app. Each table I'm working with has a Unique Identifier field. These values are unique in their table but match up to what record they correspond to in the other tables. 

    The "overview" table I am trying to create has only has the Unique Identifier field populated. I'm able to get one table at a time to relate to the "overview" table, based on a relationship keying on the unique identifier field. But when I try to add a second table's relationship, there is not an option to choose my Unique Identifier field. Quickbase auto populated the reference field with a Related Record choice and the pull-down does not include the unique identifier. Help!

    Should I be using Import instead of a relationship? Or what am I doing wrong?  Thank you!! 


  • 2.  RE: I am having trouble with a trying to roll fields from multiple tables up into one ""overview"" table.

    Posted 06-11-2017 20:45
    I'm not sure if I fully understand your question but I will try to answer.  

    If you have  a table which already has a relationship built, and it is the child in that relationship, and that same table needs to be a child in Relationship #2, when you go to make the next relationship, that field that you already used in relationship #1 will not be available to use again.

    So just make a field called [my field mirror] which a formula equal to the field that you need, and it will be available to use in a 2nd relationship.


  • 3.  RE: I am having trouble with a trying to roll fields from multiple tables up into one ""overview"" table.

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    Contributor
    Posted 06-13-2017 23:43
    Thanks, that worked. Thanks very much for the help!


  • 4.  RE: I am having trouble with a trying to roll fields from multiple tables up into one ""overview"" table.

    Posted 06-13-2017 23:48
    It is non-intuitive that the field "gets used up" once used as a reference field on the right side of a relationship and that you need to do that cheat.


  • 5.  RE: I am having trouble with a trying to roll fields from multiple tables up into one ""overview"" table.

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    Contributor
    Posted 06-14-2017 02:45
    I believe if you make that 'unique' field the 'key field' on the table, it can be used in any/all relationships made.