Forum Discussion

MathewCrist's avatar
MathewCrist
Qrew Member
5 years ago

Creating a chart report - exclude items with a count of X (i.e. 1 or less)

Hi, I'm creating a chart report that calculates number of leads by indication. I want to exclude anything with a count of 1 or less. Even excluding those with a value of zero would be useful. The ...
reports and charts
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
The chart is really just the same as a summary report except the results are shown in chart form. 

It is not currently possible to easily filter a summary report or a chart based on summary totals. 

There is a top 10 not so easy method written up here by our forum moderator, Evan.

https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=225e551a-cc59-4386-88c8-d4d6a1c12614&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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AustinK's avatar
AustinK
Qrew Commander
5 years ago
I tested this last night with some different X and Y fields but fairly similar. My Y was users, and my X was # of Leads. If I added a filter for "# of Leads > 1" it only showed users that had 2 or more lead records on the stacked bar chart. That seems to be exactly what ​they were looking to do here. Is there something major I am overlooking here?
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    If the use case is that the summary report or chart is based on detail records which do not already exist in summary fields, and the problem is you cannot filter based on the totals of summary data.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • MathewCrist's avatar
      MathewCrist
      Qrew Member
      5 years ago
      That is correct. I cannot filter by # of leads > 1.​ Based on the "top 10 not so easy" discussion, I will look at possibly creating another table with a lookup field, and see where that takes me. I had not explored that.

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      Mathew Crist
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      • DonLarson's avatar
        DonLarson
        Qrew Elite
        5 years ago
        Matt,

        Good luck, but you are getting close to needing Tableau or PowerBI for advanced reporting.

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        Don Larson
        Paasporter
        Westlake OH
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