Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoReport Link fields can also do Non Exact Matching. There is a checkbox for this on the report link field properties.
It was always very fuzzy to me what that meant. So I wrote it down in my cheat notes to myself.
Report Link non exact matching means that the field on the "Parent" (left) must be contained within the field on the right "Child".
SET NON EXACT MATCH!!!
So, .... Should mean that if you made a formula concatenated field of the two different partner names like
Fred Flintstone - Barney Rubble
who were involved in the transaction you should be able to match the partner name on the left of the configuration fields with the combined partner names as the right matching element as set non exact match
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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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It was always very fuzzy to me what that meant. So I wrote it down in my cheat notes to myself.
Report Link non exact matching means that the field on the "Parent" (left) must be contained within the field on the right "Child".
SET NON EXACT MATCH!!!
So, .... Should mean that if you made a formula concatenated field of the two different partner names like
Fred Flintstone - Barney Rubble
who were involved in the transaction you should be able to match the partner name on the left of the configuration fields with the combined partner names as the right matching element as set non exact match
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
EmberKrumwied
5 years agoQrew Captain
Thank you Mark, that is fabulous. I couldn't find a checkbox with the name you mentioned but there was a checkbox titled "Value Matching - Only include values if they match exactly in both fields". That did the trick!
Now, part 2 of my evil plan ; ):
So we know about the Transfers table but I have a second table, Transfer Steps. This table is linked to the Transfers table to indicate if a Parent Transfer involved multiple steps. At the Parent level I am showing the beginning and ending of a membership interest move, however (due to tax reasons) the ending result might have included intermediary steps to complete.
Example:
Parent Transfer - Partner A transferred 20% interest into Partner D.
Child Transfer - Partner A transferred 20% interest into Partner B; Partner B transferred to Partner C; Partner C transferred to Partner D.
The Transfer table and Transfer Steps table both have/use the same data columns so what would be the best way (if it's even possible) to have a single table that would show, row by row, all the rows from the Transfer table and all the rows from the Transfer Steps table.
Thanks!
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QuickBase Admin
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Now, part 2 of my evil plan ; ):
So we know about the Transfers table but I have a second table, Transfer Steps. This table is linked to the Transfers table to indicate if a Parent Transfer involved multiple steps. At the Parent level I am showing the beginning and ending of a membership interest move, however (due to tax reasons) the ending result might have included intermediary steps to complete.
Example:
Parent Transfer - Partner A transferred 20% interest into Partner D.
Child Transfer - Partner A transferred 20% interest into Partner B; Partner B transferred to Partner C; Partner C transferred to Partner D.
The Transfer table and Transfer Steps table both have/use the same data columns so what would be the best way (if it's even possible) to have a single table that would show, row by row, all the rows from the Transfer table and all the rows from the Transfer Steps table.
Thanks!
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QuickBase Admin
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- MarkShnier__You5 years ago
Qrew Legend
Re: so what would be the best way (if it's even possible) to have a single table that would show, row by row, all the rows from the Transfer table and all the rows from the Transfer Steps table.
Not possible the show the results of two tables combined into one table. However the embedded report can be any report type. If Transfer Steps are Children of Transfers, then you can look up any fields from Transfers to Transfer Steps and then sort and group the report by Transfers and include in the Group by fields any Transfer fields that you don't want to be repetitive.
You can also make a Rich Text field on Transfer steps to use on the embedded report fo the Group by.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- EmberKrumwied5 years agoQrew CaptainBummer...is there a way then to display the Parent table and embed Child records where they are linked? Perhaps in a collapsed view with a plus sign to expand to show the child records, if any? Right now my screen shows two separate reports and looks a bit confusing to users. If only the Parent record was shown with the option to expand to show Child records, that would consolidate the information being presented on the screen.
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QuickBase Admin
------------------------------- MarkShnier__You5 years ago
Qrew Legend
I think your only option is two reports because you don't always have Transfer Steps. You can have a form rule to hide the Transfer steps report if there are not any.
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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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