Forum Discussion

GeoffreyHarmuth's avatar
GeoffreyHarmuth
Qrew Captain
8 years ago

Child report table on Parent record

So I need an answer to 2 questions here:

1)  How do I get the child report table that appears on the parent record to extend all the way accross the screen.  I have attached a pic.

2)  Is there any way to summarise data from multiple child records on the parent record.  So:  one "Job" has many "Job Cards".  how do I for example; get a total of all the hours worked accross all the job cards relating to that job?
  • For the #1 question, edit the form properties and erase the values where it says maximum height and rows.
  • For the # 2 question, I assume that you have a relationship where 1 Parent has many Children.  Open up that relationship and on the left side you will see a button to make a summary field.
    • GeoffreyHarmuth's avatar
      GeoffreyHarmuth
      Qrew Captain
      This works, but the field list is limited to what I assume are "numeric type fields".  Is there any way to combine formula text fields from a child to a single field in the parent.  example;  I have a field on each job card for items used, I want to get all the items used accross all job cards and summarise in 1 field on the parent record
    • MCFNeil's avatar
      MCFNeil
      Qrew Captain
      Can you give some examples of the current set up you have and the information in the field you are looking to summarize?  Maybe an example of what you want it to look like?
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    Geoffrey,

    Combining multiple variations of text from a child to a parent via a reverse relationship will not work, because you'd have to account for every variation of the child.  And the number of children.  So if you had 10 child cards, you'd have to have 10 reverse relationships, and then a master formula to recombine them.

    Additionally making each of those sequential relationships will require about 4-5 new fields for each of them.  This will take a huge hit on your app performance.

    My recommendation:
    On your child "Cards" table, create a summary report that combines like values in the text field.
    >
    Then make a report link on your parent table, and use that summary report on the form.
    >
    This should give you the summed text values, and display them on the form.

    I know its not perfect, but from what I can tell this might be a good option.

    p.s. You might consider addressing how they input the multiple items.  That sounds like it could be handled differently, which might give you better reporting.
    • GeoffreyHarmuth's avatar
      GeoffreyHarmuth
      Qrew Captain
      This doesnt work in my case because a summary report doesnt allow me to summarize a formula text field (unless I am missing something?)  The option for that field doesnt even appear on the drop down
    • MCFNeil's avatar
      MCFNeil
      Qrew Captain
      Use the text values for the grouping or rows, not the summary
    • GeoffreyHarmuth's avatar
      GeoffreyHarmuth
      Qrew Captain
      Ok i'm with you. the summary report actually looks ok. Just on the report link, not sure how to display this report on the parent table through a report link field.
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    Joshua,

    Rather than making a reverse relationship, I'd recommend making a joined table.

    Call it something like "Practice Providers".

    Each Practice will have many practice providers 
    AND
    Each Provider will have many Practice Providers.

    Then you can have multiple assignments and gives you a lot more flexibility for reporting, and appointment setting.
    • JoshuaNorton's avatar
      JoshuaNorton
      Qrew Member
      I guess i'm a little confused on how that would work.

      What I'm trying to do is create a report based off of one of the child tables, but have it display data linked from the other child table and the parent table.

      Or have a parent table that can display data from both child tables.


      So for example:
      Lab table(child table), shows list of providers(child table) from a specific practice(parent table)

      If the providers could be concatenated into one cell that would be perfect.

      I'm wanting to see in the report:
      Lab name | project name| provider(or list of providers concatenated in one cell)
      ...
      ...
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      re: "Or have a parent table that can display data from both child tables."

      You can float up data form a limited number of children.  I had asked how many, in practical terms you will have.  Let's say that in practical terms, 5 is enough.

      The technique is edit the relationship between 1 parent has many Children to make a summary of the Minimum Record ID# of the child records.  Call it [Minimum Record ID of Providers #1].  Look that field up down to the Child table.

      Then make a reverse relationship where 1 child has many parents and on the right side use the field [Minimum Record ID of Providers #1]

      Lookup the text value to the parent Practice record.

      Then duplicate the field [Minimum Record ID of Providers #1] and call it [Minimum Record ID of Providers #2]

      But change the Summary filter to make it the minimum record id# subject to the condition that the [Record ID#] > [Minimum Record ID of Providers #1].  On the main "forward" relationship, lookup that [Minimum Record ID of Providers #2] to the child table.

      Conveniently, QuickBase will have duplicated the reverse relationship when you duplicated that field.  Edit that relationship  to look up the text value to the Parent record.  That's two so far we have done.

      Basically just keep going and looping.  if you have say a half a dozen to do, then it will work OK.,  if you have dozens of loops to do, then you risk getting into performance issues with your app. 

      Once you get enough of them floated up, you can concatenate them together with a List function)
    • MCFNeil's avatar
      MCFNeil
      Qrew Captain
      If you are going to go to the trouble of all those reverse relationships, you might as well just flip the original.

      So make Each Provider, has many Clinics, and make that 4 or 5 times.

      **Still not recommended to handle it this way, but if you are going down that path, you might as well cut it down.**