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KathrynDailey's avatar
KathrynDailey
Qrew Member
5 years ago

Turning an excel sheet into a report just like it in QB

Hi,

I've been tasked to turn a monthly report excel sheet into a Quick Base report. The excel sheet is broken down by a couple things:
  • the rows are all fields I've turned into multiple forms on QB (there are 6 teams on the excel sheet and each needed their own form and table to enter the data into to keep things organized - I already tried putting them all onto one form and it was a jumbled mess)
  • the columns are month/year fields with year-to-date columns and quarter-to-date
  • the report has to be broken into sections to show which team the information is coming from while simultaneously keeping things compacted together
  • this can't be a dashboard/dig deep report because it needs to get printed every month

Any suggestions are greatly appreciated! Thanks for the help.

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Kathryn Dailey
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reports and charts
  • OanaWhalen's avatar
    OanaWhalen
    Qrew Cadet
    5 years ago
    Kathryn,

    Can you post a screenshot of the excel file (at least row and column headings) so we can better understand what you are trying to achieve?

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    Oana Toma
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    • KathrynDailey's avatar
      KathrynDailey
      Qrew Member
      5 years ago
      Hi Oana,

      This is equivalent to the excel sheet we're using with dummy data:


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      Kathryn Dailey
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      • OanaWhalen's avatar
        OanaWhalen
        Qrew Cadet
        5 years ago
        I'll have to think through this one a bit more, but at first glance my thought would be to embed report links for each Team (with an identical table displayed for each) on a Department form. You could play around with the columns being Month 1, Month 2, Month 3, This Quarter, This Year, Last Year, etc, many of which can be created using "during" filters on date fields, to avoid having to change your column headings every time. I imagine you would need to create these as summary fields on your Department table and pass them back down to your Team tables, but there may be a more direct way.


        One other option would be to have two separate forms in your department table. You can use the single form you already created and format it to be easier to use. For an Edit form, you can create a separate identical Tab for each team that has more field labels, instructions, etc. If you didn't want all those fields living in your parent table, you could also display Grid Edit reports to enter data from the Parent form directly into your Child table, with filters applied to only display one Team at a time. When you are in View mode on that table, you could either fake in your own table (see example below) or find a clean way to display your data with fewer labels and such without the tabs. To toggle between multiple forms on a table, you can use the "Set how different roles use these forms" option that becomes visible when you have more than one form, and has an option for Everyone.
        And here is an example of the simple "fake" table I've created to display data in a form.


        Hopefully this gives you a start, but I will keep pondering when I have a bit more time. Let me know if any of these options seem more appealing and I can dig into that one more.



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        Oana Toma
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