Dashboard Widget - calculated columns based on a table? Looking for the best way to proceed.
Hi all.
I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on.
In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values.
Example: DATA
Market Class CloseDate $$Value
Pepsi 1/13/25 100.00
Coke 1/21/25 85.00
Fanta 6/1/25 200.00
Coke 3/20/25 150.00
Pepsi 2/12/25 60.00
I am looking to put a widget on the front page that shows something like the following:
Market Class 0 day 10 days 30 days 70 days 90 days Total
Pepsi 100.00 60.00 160.00
Coke 85.00 150.00 235.00
Fanta 200.00 200.00
Totals 100.00 85.00 60.00 150.00 200.00 595.00
Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame.
I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill.
I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.
OK, lets take this step by step. You are asking for how to summarize that data, and for that you want to create a Summary Report. Th wrinkle here is that you want the columns headings in a particular grouping relative to today.
I suggest making a new text field called [Close Date Bucket] and contriving to have it sort properly in alpha sequence.
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Widget - calculated columns based on a table? Looking for the best way to proceed.","id":"message:89547","revisionNum":1,"repliesCount":1,"author":{"__ref":"User:user:47722"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:89547"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:89547"},"body":"
Hi all.
I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on.
In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values.
Example: DATA
Market Class CloseDate $$Value
Pepsi 1/13/25 100.00
Coke 1/21/25 85.00
Fanta 6/1/25 200.00
Coke 3/20/25 150.00
Pepsi 2/12/25 60.00
I am looking to put a widget on the front page that shows something like the following:
Market Class 0 day 10 days 30 days 70 days 90 days Total
Pepsi 100.00 60.00 160.00
Coke 85.00 150.00 235.00
Fanta 200.00 200.00
Totals 100.00 85.00 60.00 150.00 200.00 595.00
Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame.
I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill.
I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.
","body@stringLength":"3426","rawBody":"
Hi all.
I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on.
In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values.
Example: DATA
Market Class CloseDate $$Value
Pepsi 1/13/25 100.00
Coke 1/21/25 85.00
Fanta 6/1/25 200.00
Coke 3/20/25 150.00
Pepsi 2/12/25 60.00
I am looking to put a widget on the front page that shows something like the following:
Market Class 0 day 10 days 30 days 70 days 90 days Total
Pepsi 100.00 60.00 160.00
Coke 85.00 150.00 235.00
Fanta 200.00 200.00
Totals 100.00 85.00 60.00 150.00 200.00 595.00
Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame.
I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill.
I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.
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OK, lets take this step by step. You are asking for how to summarize that data, and for that you want to create a Summary Report. Th wrinkle here is that you want the columns headings in a particular grouping relative to today.
I suggest making a new text field called [Close Date Bucket] and contriving to have it sort properly in alpha sequence.
Then make a summary report summarizing $$Value where the rows are by Market Class and enable column Grouping on [Date Bucket],
Once you have that Summary Report perfected you can put it on a Dashboard or a Home Page.
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