Forum Discussion

JesseBruner's avatar
JesseBruner
Qrew Trainee
7 years ago

How do I pull specific items from a table by filters, and take that data and put it into a pie chart?

I need to put a pie chart on the homepage, which shows the price of various jobs with the prefix 0,1, and 2. Each of those are already something that we can filter. Furthermore, we would like to split the 1 prefix group into two, one for OEMs and one for distributors. So our pie chart would have 4 sections: 0, 1a, 1b, and 2. How can I pull that data and create a chart with it? Sorry I am new to Quickbase.
reports and charts
Tables and fields
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    You will need to fist make a formula field to calculate the names of your pie slices.

    The formula might be

    var text Prefix = left([Job Code],1);

    if($Prefix="1" and [Type]="OEM", "1a", "1b", $Prefix)

  • JesseBruner's avatar
    JesseBruner
    Qrew Trainee
    7 years ago
    I really appreciate you helping me with this! What exactly is this formula for? How is it working?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    I suggest that you view some videos on quick base formuals in Quick Base University.  It's a great resource for learning Quick Base.

    This would be creating a new field of type formula text.  Then you would need to adjust the formula based on your own field names.
  • JesseBruner's avatar
    JesseBruner
    Qrew Trainee
    7 years ago
    So some progress made, I have it now so my pie chart has the series "Job Type Prefix", and the data values are "Total Price of Job" because we want to see where all our money is coming from. The series gives me the slices "1", "2", and "0". The table is displaying correctly, but I am still missing the primary feature:

    I need to split the "1" slice into 2, which would ask the "customer name" and then determine from another table if that customer is an OEM or distributor. So I have 3 slices currently and I need 4.


    I'm so sorry and I appreciate your patience.