Getting Started

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

Can you tell us if you are on a table report type, or is this a Summary Report type you are on?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

Original Message:
Sent: 09-22-2022 18:08
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

The 2 reports I'm working with are type Table, and the content is all showing as expected. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

Original Message:
Sent: 09-22-2022 18:30
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

Can you tell us if you are on a table report type, or is this a Summary Report type you are on?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-22-2022 18:08
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

There will be an option near the bottom of the report setup screen for Color Coding and then a radio button for Use a Formula.  Are you saying that you have a table report that does not offer that option?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

Original Message:
Sent: 09-26-2022 13:02
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

The 2 reports I'm working with are type Table, and the content is all showing as expected. 

Thanks!
Shelby

------------------------------
Shelby Pons

Original Message:
Sent: 09-22-2022 18:30
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

Can you tell us if you are on a table report type, or is this a Summary Report type you are on?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-22-2022 18:08
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

When I create a Table report from scratch, I do see the option for color-coding.

And apologies, in my last message I answered incorrectly too. The report I'm working with is actually a summary report, which seems to not include a color-coding option in settings. 

------------------------------
Shelby Pons
------------------------------

Original Message:
Sent: 09-26-2022 13:06
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

There will be an option near the bottom of the report setup screen for Color Coding and then a radio button for Use a Formula.  Are you saying that you have a table report that does not offer that option?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-26-2022 13:02
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

The 2 reports I'm working with are type Table, and the content is all showing as expected. 

Thanks!
Shelby

------------------------------
Shelby Pons

Original Message:
Sent: 09-22-2022 18:30
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

Can you tell us if you are on a table report type, or is this a Summary Report type you are on?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-22-2022 18:08
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

Summary reports do not support color coding unless you want to try to get fancy and make a Rich Text field to summarize on.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

Original Message:
Sent: 09-26-2022 15:02
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

When I create a Table report from scratch, I do see the option for color-coding.

And apologies, in my last message I answered incorrectly too. The report I'm working with is actually a summary report, which seems to not include a color-coding option in settings. 

------------------------------
Shelby Pons

Original Message:
Sent: 09-26-2022 13:06
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

There will be an option near the bottom of the report setup screen for Color Coding and then a radio button for Use a Formula.  Are you saying that you have a table report that does not offer that option?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-26-2022 13:02
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

The 2 reports I'm working with are type Table, and the content is all showing as expected. 

Thanks!
Shelby

------------------------------
Shelby Pons

Original Message:
Sent: 09-22-2022 18:30
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

Can you tell us if you are on a table report type, or is this a Summary Report type you are on?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-22-2022 18:08
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

Ah, I finally found the thread I needed at the start.
Summary Report and Color Coding or Rich Text Formula Field

None of the fields in my table are recognized when I use the code in the link above, so I put in a support ticket. If I get it working, I'll update this thread with where I got stuck and how to resolve. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------

Original Message:
Sent: 09-26-2022 15:21
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

Summary reports do not support color coding unless you want to try to get fancy and make a Rich Text field to summarize on.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-26-2022 15:02
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

When I create a Table report from scratch, I do see the option for color-coding.

And apologies, in my last message I answered incorrectly too. The report I'm working with is actually a summary report, which seems to not include a color-coding option in settings. 

------------------------------
Shelby Pons

Original Message:
Sent: 09-26-2022 13:06
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

There will be an option near the bottom of the report setup screen for Color Coding and then a radio button for Use a Formula.  Are you saying that you have a table report that does not offer that option?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-26-2022 13:02
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

The 2 reports I'm working with are type Table, and the content is all showing as expected. 

Thanks!
Shelby

------------------------------
Shelby Pons

Original Message:
Sent: 09-22-2022 18:30
From: Mark Shnier (Your Quickbase Coach)
Subject: Color Coding Not Available in Custom Reports?

Can you tell us if you are on a table report type, or is this a Summary Report type you are on?

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-22-2022 18:08
From: Shelby Pons
Subject: Color Coding Not Available in Custom Reports?

Hi,

I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive.
Based on the info from Quickbase in "color-coding in reports", this should be possible. 

The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. 

Any advice is appreciated. 

Thanks!
Shelby

------------------------------
Shelby Pons
------------------------------