ContributionsMost RecentMost LikesSolutionsRe: Import form CSV file located in company network I have a .bat file that has a command that copies files from my server to my Google Drive on my PC. I have daily manager event to run the .bat file. Bat commands are ROBOCOPY (whole directory) and COPY (single file). ------------------------------ David Jung ------------------------------ Re: Charting Help Just to share what I did on one of my monthly reporting tables, I have two fields that I use to graph by month. Date field, sorted by month on the graph: ToDate([Month #]&"-28-"&[Year]) ... so I am setting the date as the 28th for them all. Text field, sorted by equal values: If([Month #]>9, " -."&ToText([Month #]), " - "&ToText([Month #]) ) ... where I inserted the period as a way to push the months of Oct-Dec to the right of the other months. I use this to chart FY, which is April to April. ------------------------------ David Jung ------------------------------ Re: "New Form" layout question I just learned the answer Mark gave yesterday. I was watching video by Juiced about new forms where Matt pointed it out. I was manually adding these fields to my new forms, which is all right, but I prefer using this preference. I recommend the video, it is basic on covering both form types, but it is a good review. ------------------------------ David Jung ------------------------------ Re: Automate CSV Question I am using O365 to do similar things, you'd have to see how to do it with what you have available. I use Microsoft's Power Automate to copy the email attachment to my Google Drive automatically. My Drive is synced to my PC, so the file is local. Once a day I have a .bat script open the file in Excel, then it runs an Excel macro to clean up the data and save it back in Drive, ready for QB to slurp up. I hope that helps gives you a path. ------------------------------ David Jung ------------------------------ Re: Using QB for CPQ app? Chayce-- OOOH, Formula queries. API calls from within QB! Haven't used them, but that seems to be the answer I needed about how to do this. I was thinking I would need a stand-alone page to do API calls and rely on their results. If I can do it natively from within QB, that opens up this project. Thank you! AND I can get ChatGPT to write queries for me. I've already had success with that with an external app. Awesome. ------------------------------ David Jung ------------------------------ Re: Using QB for CPQ app? Mark-- Thanks for your reply. I've had a QB account almost as long as you. As we went from tables to apps, the database has certainly grown with our needs. I think I could make QB stand up on its ear, if I wanted. Many times I've felt cautious making it do things, then come back and just go ahead and go all in where it just feels extremely contrived, yet powerful. And here I am questioning if I should go the next level. I need to bring in engineering and IT and have them learn how to do things, and these tricks (like summary fields) as regular functions. Funny you should mention that Kirk quote, that now applies to ChatGPT. And if I were to build a coded front end to do the configuring, I would do just that with ChatGPT. As I reply, I'm thinking maybe I just need to do a test app, focus on the daughter-table and sister-item relationships to see if I can manage them to meet our needs. I've never really generated daughter items dynamically, maybe that is something that will help learn the answer. ------------------------------ David Jung ------------------------------ Using QB for CPQ app? I've been using QB for ten years for our company's quoting system. We're at a point where we need to decide about upgrading to a CPQ (configure/price/quote) app, for accuracy and integration with our ERP. I searched this form and exactly one reference to CPQ. My experience with QB imagines all things are possible, but CPQ can be complex and I'm not sure if buiding something from scratch is the right answer. Specifically on my mind, as a builder, I am not experienced in making rules that a configurator would require, where the conflict of daughter items is resolved (can't buy tinting if a window isn't included). I have a few times I've done something like that, but feels like a work-around, and would be core to CPQ. Especially when the user changes their mind about which items they want. Anyway, just looking for some feedback, from the community about this, thanks. ------------------------------ David Jung ------------------------------ Hackathon worth it for 'citizen developers'?Hackathon looks like a lot of money, I like the challenges. But it is real work and I've got a day job to do. Anyone entering or teaming up have an strategy to make a go of it? I won a couple years ago in Nashville, that was just a few hours of work. This looks bigger. ------------------------------ David J. ------------------------------ Re: Graph axis units not displaying correctlyI'm getting an upside down 'gauge' report on a KPI Dashboard panel in our office. It's frustrating. Resize the screen and flips to the right way. I've recently sat thru two cloud-based ERP demos, both ended up pointing at other tools to graph data for anything past the basics. There may be a decent market for your app, they are all giving up on charting. Frustrating for a 'low code' platform to keep on making it more and more complicated to do things. ------------------------------ David J. ------------------------------ Re: remove New Apps tab for viewer33 Requests since the beginning of the year. I have 115 user accounts. ------------------------------ David David ------------------------------