Forum Discussion

JenniferJuhasz's avatar
JenniferJuhasz
Qrew Cadet
3 years ago

How to change the appearance of a summary report?

Hi everyone, I'm not sure if it's possible, but it's what my boss wants for a particular report. I currently have a report for # of people registered for events, organized by health regions, and...
reports and charts
JenniferJuhasz's avatar
JenniferJuhasz
Qrew Cadet
I've spent the whole day on this, and am no closer to a solution.

At this time, I've created 5 separate summary reports - one per health region - that lists their individual communities with the total # of registrations; and then have just put them side-by-side in a Dashboard. 

Even if I could find some way to add sub-totals to a summary report so I could break up the rows into groupings by the 'health region' parameter, it would be a step forward; but I don't think this is possible either.

I also am not sure if I create a totally separate table and use formula queries to populate it, that I could get the data that I need.  Is this just another function that Quickbase cannot do, but Excel can?

Thank you!​

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Jennifer Juhasz
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
Do you have a relationship where one Health Region has many communities? 
 
If so, you could create a text field on the community record which contained the name of the community and that count value.

Then use a Combined Text Summary field to roll those up to the Health Region.

Then use a formula to get rid of the Bubble appearance and  change to a vertical list.

SerachAndReplace(ToText([My Combined Text Summary field]), " ; ", "\n")
 


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Mark Shnier (YQC)
mark.shnier@gmail.com
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  • JenniferJuhasz's avatar
    JenniferJuhasz
    Qrew Cadet
    3 years ago
    Hi Mark,

    Thank you so much for this!  I do have a relationship where one Health Region has many communities. 

    It took me a bit of thinking to figure it out - but I have everything here, except where to put in the formula you suggest:
    SerachAndReplace(ToText([My Combined Text Summary field], " ; ", "\n")

    The Summary Field defaults to a 'multi-select' text field, with no option to change to a formula-multi-select text field... at least so far as I can see.  Where do you input the formula?

    Thank you again!  I appreciate your help so much,

    Jen

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    Jennifer Juhasz
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  • JenniferJuhasz's avatar
    JenniferJuhasz
    Qrew Cadet
    3 years ago
    Trying again - I created a 'formula' multi-select text field, and used your formula, referencing the 'combined' summary field, but I am getting a syntax error...  See screenshot.

    I seem to always stumble on syntax errors... what have I missed?

    Thank you!


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    Jennifer Juhasz
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      3 years ago
      I have corrected the missing closing ) in my post above.  If you still  have any trouble debugging your formula, please copy and paste the actual text as I can't edit a screenshot.

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      Mark Shnier (YQC)
      mark.shnier@gmail.com
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      • JenniferJuhasz's avatar
        JenniferJuhasz
        Qrew Cadet
        3 years ago
        Hi Again,

        Okay - I understand where the missing bracket was - I had tried to put that into place as well, but I then get an error where it says "Expecting Text List but Found Text" when I reference the summary field, so I assumed I must have been incorrect in my attempts at fixing the syntax error.

        SearchAndReplace(ToText([Combined Text Combined Community + # Registered]), " ; ", "\n")

        What do you think? Is there a different delimiter between the individual options?

        Thank you,

        Jen

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        Jennifer Juhasz
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