Report Using Multiple Tables

Question

Hi Everyone,Is there a way to create a chart, that pulls in data from multiple table?&nbsp; I'm trying to create a Pie chart showing a count of On Time / Late proposals.&nbsp; This information is stored on four different tables.Any help would be appreciated.------------------------------Terri Wells------------------------------

kevinelliott · Answer

Can you give more detail on how to set up the automation to daily copy of records from each table (4 or more tables) into this mater table?

I and also how to creat new key that prefaces each table's name with the record_id's.

------------------------------
Kevin Elliott
------------------------------

markshnier__you · Answer

No, there is not way to build a report from multiple tables.

What you would need to do is to create a night;y process to copy the records from each of the 4 tables into a central table and you would need to set up a Key field to preface the record ID of each table with a name for the stable. YOU would then need to set up a relationship so as to be able to detect deleted record in the source table.

Then each night an Automation would need to run to repopulate the target table by running 4 saved table to table imports and delete any target table records where their source record was deleted.

So, yes possible with some setup.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

donlarson · Answer

Terri,You need a different tool to do this.&nbsp; There are three basic ways to tackle it.1) Export the data using the Save as a Spreadsheet feature.&nbsp;&nbsp;
You will need multiple exports from each table.&nbsp; Consolidate them into a Excel workbook and build your pie chart.&nbsp; This is "free" but obviously does not refresh or stay up to date.2)&nbsp; &nbsp;Quick Base has MS PowerBI connectorhttps://help.quickbase.com/user-assistance/power_bi_with_quick_base.htmlWithout knowing more about your architecture and the complexity of blending your data, the connector is not guaranteed to be flexible enough to solve the issue. However it probably will do the job if this a simple report.3) SQLization of your Quick Base data.&nbsp; This is where we extract the data from Quick Base, table by table, index it and build a new SQL DB. Now instead of a connector you can use any BI/BA tool like Tableau or PowerBI to create any report that you can dream of.&nbsp; You also can schedule your refresh so that reports stay current.&nbsp; &nbsp;Reach out and I will be happy to discuss this in more detail.------------------------------Don LarsonPaasporterWestlake OH------------------------------

markshnier__you · Answer

You would make a field called [Consolidated Table Key] on each of the 4 tables like

"T1-" & ToText([Record ID#])

Then set up a saved table to table copy (ie a saved Import under the import/export) option to copy the records from Table 1 to the Consolidated table and map the [Consolidated Table Key] field into the Key field of the consolidated table.

Then repeat for each of the other three tables.

Then set up an Automation to run each night to run the saved table to table imports.

There should also be a process to delete any records in the consolidated table if the source record was deleted.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

tomroberto · Answer

This isn't really a solution. Salesforce has allowed combined reports for years. Quickbase should seriously consider enhancing report capabilities as it limits C-Suite buy-in on utilizing the product when it has such severe shortcoming in reporting and the ability to pivot data within multiple tables. You shouldn't have to look to other solutions or manual data export to get what you're looking for.

------------------------------
Tom Roberto
CTO
SG Network Services
Buford GA
888-212-8808
------------------------------

Forum Discussion

Report Using Multiple Tables