Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
OK, so this is an empty app you are trying to populate.
I suggest that you temporarily make the Key field of the Two Parent Tables to be the text field for the Individual name and the Organization name. That will make the process easier. once you coax your data in, you can then change the Key field back to the more traditional Record ID field unless you plan to need to do more uploads.
Yes, you will need to make a pivot table of the unique Individuals and the unique Organizations and then import those to populate the two parent tables.
But then wow, you need to rework your data to have one row per join record.
Can you tell me what is the typical maximum number of organizations per record in your current excel file?
My thinking is to import that data just the way it is into a temporary table in quick base. Then use a formula to parse out into separate fields the Org 1, org 2 say up to org 10. (I can help with that formula)
I assume in this example a max of 10 different orgs per individual.
Then make 10 reports and each will have the individual name and say the data in the field Organization #1.
Then next report will have the individual name and the data in organization #2, but filtered where org 2 <> blank.
then for each of the 10 reports, use the native "More ..." option for copy these records to another table and copy them into your join table.
I suggest that you temporarily make the Key field of the Two Parent Tables to be the text field for the Individual name and the Organization name. That will make the process easier. once you coax your data in, you can then change the Key field back to the more traditional Record ID field unless you plan to need to do more uploads.
Yes, you will need to make a pivot table of the unique Individuals and the unique Organizations and then import those to populate the two parent tables.
But then wow, you need to rework your data to have one row per join record.
Can you tell me what is the typical maximum number of organizations per record in your current excel file?
My thinking is to import that data just the way it is into a temporary table in quick base. Then use a formula to parse out into separate fields the Org 1, org 2 say up to org 10. (I can help with that formula)
I assume in this example a max of 10 different orgs per individual.
Then make 10 reports and each will have the individual name and say the data in the field Organization #1.
Then next report will have the individual name and the data in organization #2, but filtered where org 2 <> blank.
then for each of the 10 reports, use the native "More ..." option for copy these records to another table and copy them into your join table.