IvanWeiss
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Joined 6 years ago
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Re: Dynamically Filter Line Chart with Formula Queries (or open to better ideas to do this)
Understood but can formula queries work with dynamic filters. I thought they dont support that and would not filter the data based on the dynamic filter since the query is explicitly pulling records? Or do I need to use that field in the query itself?20Views0likes0CommentsRe: Dynamically Filter Line Chart with Formula Queries (or open to better ideas to do this)
Sure. Projects<Opportunities<Orders<Invoices Projects>Project Members<Contacts There is a field on the Opportunities Table for Value (which when we take that and Date Created we can get the total opportunities created). There is a field on the invoices table called Billing Amount and when you take that and the invoice date you can get total revenue Project Members is a join table between Projects and Contacts as that is a many to many relationship. I summarize the project members up to projects and down as necessary. So that is what I am looking to filter on. If, for example, the user types in Mark Shnier to the filter it should filter out all of the total opportunities and total revenue as a line chart month over month for your business with us.28Views0likes2CommentsDynamically Filter Line Chart with Formula Queries (or open to better ideas to do this)
Hi everyone, I had a user request a line chart that is filterable by contact showing the Total Opportunities Created as one line and another line showing the total revenue generated. The idea is the lines would have 2-3 colors per set (YTD, last year, 2 years ago) and would be filterable by the contact they select. The challenge is to my knowledge you cannot dynamically filter formula queries. So how would you go about this? Basically when he does his quarterly business review meetings with clients he wants to pull up a chart showing how many opportunities we generated and how much revenue generated for that person. Than switch to another person for the next meeting85Views0likes6CommentsHow to enable printing of a report (or disable it)
I am driving myself crazy on this. I have a user that needs to print a report but the print option is not showing. I remember this being a security setting somewhere but cannot find it. How do I enable printing for him on the report and/or table?72Views0likes3CommentsFile Attachment Field in Pipelines
Hello, We have a use case where we are storing Certificate of Insurance (PDF's) in quick base records. When that file is updated I want to send an email with the attachment to an email stored in the record. However, in the Pipeline designer I cannot grab the file attachment field even though Outlook channel supports send with attachments. How do I grab that file attachment field in Pipelines?153Views0likes1CommentGet the latest record only on a table relationship
I have a relationship between team member and compensation. It tracks all of the compensation offers to each of my employees. I have a payroll report on the team members table that runs every tuesday showing me everyones payroll to confirm with our payroll service. How do I ensure that it only returns the most recent create date record on that report? Right now it is showing me the highest salary. For some reasons some of the ownership reduced salaries so on the report I want to get the most recent date created compensation record, not the highest salary ------------------------------ Ivan Weiss ------------------------------98Views0likes2CommentsRe: Determining current record per employee (payroll compensation history)
Hi Don, sorry for the slow response. Heavy travel week! So I could convert to something like this. However, today I do not create a "payroll record". I just run a report off of the team members table. I am not sure I have the need to actually record the payroll as a record although perhaps it would be an interesting idea as if I made the lookup/summary fields snapshots I guess it would record what was paid in that instance. Thoughts on doing it without that payroll table or you think that is the best implementation? ------------------------------ Ivan Weiss ------------------------------37Views0likes1Comment